USE [CCH_ENT]
GO
/****** Object:  UserDefinedFunction [dbo].[UFN_String2Table]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER FUNCTION [dbo].[UFN_String2Table] 
(
	@List VARCHAR(MAX)
)
RETURNS 
@ReturnTable TABLE 
(
	column1 varchar(64)
)
AS
BEGIN
	DECLARE @mDelimiter char(1) = '|'

	IF ISNULL(@List, '') <> ''
	BEGIN
		/* this procedure fills a temp table from a delimiter-separated list of 'staff' values sent in */
		/* note that the #tempstaff table must be created before this stored proc is called */
		DECLARE @s NVARCHAR(max)

		WHILE LEN(@List) > 0
		BEGIN
			IF CHARINDEX(@mDelimiter, @List) > 0
				/* if there's a delimiter in the list, we need to grab everything up to the first delimiter */
				BEGIN
					SET @s = LTRIM(RTRIM(SUBSTRING(@List, 1, CHARINDEX(@mDelimiter, @List) - 1)))
					SET @List = SUBSTRING(@List, CHARINDEX(@mDelimiter, @List) + 1, LEN(@List))
				END 
			ELSE
				/* no mare delimiters in the list, we will grab all remaining characters */
				BEGIN
					SET @s = LTRIM(RTRIM(@List))
					SET @List= ''
				END
			INSERT INTO @ReturnTable (column1) VALUES (@s)
		END
	END
	RETURN 
END


GO
/****** Object:  View [dbo].[UVW_ARComponentDetail]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_ARComponentDetail]
AS

	/* this query provides full A/R balance detail by Component */
	/* this query is very similar to UVW_ARAgingDetail, and it might be possible to
		combine the info from those 2 views into one */

	/* Invoice */
	SELECT
		1 AS TransactionType,
		ClientIdent,
		InvoiceDateTime AS TransactionDate,
		AcctPerDateTime,
		InvoiceNumber,
		0 AS AppliedType,
		InvoiceNumber AS AppliedTo,
		(StdWIPAmount + AdjustmentAmount + ProgressBilledAmount - ProgressApplyAmount) AS Amount
	FROM INVOICE
	WHERE
		StatusCode=1		/* 1=posted */

	/* Sales Tax */
	UNION ALL
	SELECT
		2 AS TransactionType,
		ClientIdent,
		InvoiceDateTime AS TransactionDate,
		AcctPerDateTime,
		InvoiceNumber,
		0 AS AppliedType,
		InvoiceNumber AS AppliedTo,
		(TaxAmount + ProgressTaxAmount - TaxAppAmount - ProgressTaxAppAmount) AS Amount
	FROM INVOICE
	WHERE
		StatusCode=1		/* 1=posted */
		and (TaxAmount + ProgressTaxAmount - TaxAppAmount - ProgressTaxAppAmount) <> 0

	/* Miscellaneous charge, Handling Fee, Finance Charge */
	UNION ALL
	SELECT
		CASE AREntryTypeCode
			WHEN 8 THEN 10	/* 8=Miscellaneous charge */
			WHEN 9 THEN 10	/* 9=Handling Fee */
			WHEN 10 THEN 3	/* 10=Finance Charge */
			END AS TransactionType,
		ClientIdent,
		TransactionDateTime AS TransactionDate,
		PostedDateTime AS AcctPerDateTime,
		ReferenceNumber AS InvoiceNumber,
		0 AS AppliedType,
		ReferenceNumber AS AppliedTo,
		ARChargesAmount AS Amount
	FROM ARCHARGES
	WHERE
		AREntryTypeCode IN (8,9,10)
		AND CorrectionStatusCode=1					/* 1=new entry */

	/* Payments (Distributed) */
	UNION ALL
	SELECT
		4 AS TransactionType,
		ARTRANSACTION.ClientIdent,
		ARTRANSACTION.TransactionDateTime AS TransactionDate,
		ARTRANSACTION.PostedDateTime AS AcctPerDateTime,
		ARTRANSACTION.ReferenceNumber AS InvoiceNumber,
		ISNULL(ARCharges.AREntryTypeCode,0) AS AppliedType,
		COALESCE(
			(SELECT InvoiceNumber FROM INVOICE WHERE InvoiceIdent=ARDISTRIBUTION.InvoiceIdent),
			(SELECT ReferenceNumber FROM ARCHARGES WHERE ARChargesIdent=ARDISTRIBUTION.ARChargesIdent)
			) AS AppliedTo,
		ISNULL(-ARDISTRIBUTION.DistributionAmount,0.00) AS Amount
	FROM ARTRANSACTION
		LEFT JOIN ARDISTRIBUTION on ARDISTRIBUTION.ARIdent=ARTRANSACTION.ARIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
	WHERE
		ARTRANSACTION.AREntryTypeIntCode=1			/* 1=payment */
		AND ARTRANSACTION.CorrectionStatusCode=1	/* 1=new entry */
		AND ARTRANSACTION.Posted = 1				/* 1=posted */

	/* Payments (UnDistributed) */
	UNION ALL
	SELECT
		5 AS TransactionType,
		ClientIdent,
		TransactionDateTime AS TransactionDate,
		PostedDateTime AS AcctPerDateTime,
		ReferenceNumber AS InvoiceNumber,
		0 AS AppliedType,
		'' AS AppliedTo,
		-ARTRANSACTION.amount + ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS Amount
	FROM ARTRANSACTION
	WHERE
		ARTRANSACTION.AREntryTypeIntCode = 1		/* 1=payment */
		AND ARTRANSACTION.CorrectionStatusCode = 1	/* 1=new entry */
		AND ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		AND ARTRANSACTION.Posted = 1

	/* Adjustment type 2/3 Distributed */
	UNION ALL
	SELECT
		6 AS TransactionType,
		ARTRANSACTION.ClientIdent,
		ARTRANSACTION.TransactionDateTime AS TransactionDate,
		ARTRANSACTION.PostedDateTime AS AcctPerDateTime,
		ARTRANSACTION.ReferenceNumber AS InvoiceNumber,
		ISNULL(ARCharges.AREntryTypeCode,0) AS AppliedType,
		INVOICE.InvoiceNumber AS AppliedTo,
		ISNULL(-DistributionAmount,0) as Amount
	FROM ARTRANSACTION
		LEFT JOIN ARDISTRIBUTION on ARTRANSACTION.ARIdent=ARDISTRIBUTION.ARIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
		LEFT JOIN INVOICE ON Invoice.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
	WHERE
		ARTRANSACTION.CorrectionStatusCode=1			/* 1=new entry */
		AND ARTRANSACTION.AREntryTypeIntCode IN (2,3)	/* 2=credit memo 3=credit adjustment */
		AND ARTRANSACTION.Posted = 1					/* 1=posted */

	/* Adjustment type 6/7 Distributed */
	UNION ALL
	SELECT
		7 AS TransactionType,
		ARTRANSACTION.ClientIdent,
		ARTRANSACTION.TransactionDateTime AS TransactionDate,
		ARTRANSACTION.PostedDateTime AS AcctPerDateTime,
		ARTRANSACTION.ReferenceNumber AS InvoiceNumber,
		ISNULL(ARCharges.AREntryTypeCode,0) AS AppliedType,
		INVOICE.InvoiceNumber AS AppliedTo,
		ISNULL(DistributionAmount,0) as Amount
	FROM ARTRANSACTION
		LEFT JOIN ARDISTRIBUTION on ARTRANSACTION.ARIdent=ARDISTRIBUTION.ARIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
		LEFT JOIN INVOICE on invoice.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
	WHERE
		ARTransaction.CorrectionStatusCode=1		/* 1=new entry */
		and AREntryTypeIntCode IN (6,7)				/* 6=debit memo 7=debit adjustment */
		AND ARTRANSACTION.Posted = 1				/* 1=posted */

	/* Adjustments 2/3 Undistributed */
	UNION ALL
	SELECT
		8 AS TransactionType,
		ClientIdent,
		TransactionDateTime AS TransactionDate,
		PostedDateTime AS AcctPerDateTime,
		ReferenceNumber AS InvoiceNumber,
		0 AS AppliedType,
		'' AS AppliedTo,
		-(amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where ARDISTRIBUTION.arident=ARTRANSACTION.arident),0)) AS Amount
	FROM ARTRANSACTION
	WHERE
		AREntryTypeIntCode in (2,3)					/* 2=credit memo 3=credit adjustment */
		AND CorrectionStatusCode = 1
		AND (amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0))<>0
		AND Posted = 1

	/* Adjustments 6/7 Undistributed */
	UNION ALL
	SELECT
		9 AS TransactionType,
		ClientIdent,
		TransactionDateTime AS TransactionDate,
		PostedDateTime AS AcctPerDateTime,
		ReferenceNumber AS InvoiceNumber,
		0 AS AppliedType,
		'' AS AppliedTo,
		Amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS Amount
	FROM ARTRANSACTION
	WHERE
		AREntryTypeIntCode in (6,7)					/* 6=debit memo 7=debit adjustment */
		AND CorrectionStatusCode = 1
		AND amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		AND Posted = 1

	/* Write-Off Distributed */
	UNION ALL
	SELECT
		11 AS TransactionType,
		ARTransaction.ClientIdent,
		ARTRANSACTION.TransactionDateTime AS TransactionDate,
		ARTRANSACTION.PostedDateTime AS AcctPerDateTime,
		ARTRANSACTION.ReferenceNumber AS InvoiceNumber,
		ISNULL(ARCharges.AREntryTypeCode,0) AS AppliedType,
		INVOICE.InvoiceNumber AS AppliedTo,
		ISNULL(-ARDISTRIBUTION.DistributionAmount,0.00) AS Amount
	FROM ARTRANSACTION
		LEFT JOIN ARDISTRIBUTION ON ARDISTRIBUTION.ARIdent=ARTRANSACTION.ARIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
		LEFT JOIN INVOICE on invoice.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
	WHERE
		AREntryTypeIntCode IN (4,5)		/* 4=GST WriteOff 5=WriteOff */
		and ARTransaction.CorrectionStatusCode=1
		AND ARTRANSACTION.Posted = 1

	/* Write-Off Undistributed */
	UNION ALL
	SELECT
		12 AS TransactionType,
		ClientIdent,
		TransactionDateTime AS TransactionDate,
		PostedDateTime AS AcctPerDateTime,
		ReferenceNumber AS InvoiceNumber,
		0 AS AppliedType,
		'' AS AppliedTo,
		-Amount + ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS Amount
	FROM ARTRANSACTION
	WHERE
		AREntryTypeIntCode IN (4,5)		/* 4=GST WriteOff 5=WriteOff */
		AND CorrectionStatusCode = 1
		AND Amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		AND Posted = 1
GO
/****** Object:  View [dbo].[UVW_ARAvgDaysToPay]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_ARAvgDaysToPay] AS
	SELECT
		p9.clientident
		,ar1.AppliedTo							/* invoice number, underlying field is Invoice.InvoiceNumber */
		,ar1.AcctPerDateTime AS paymentdate		/* individual payment posting date, underlying field is ARTransaction.PostedDateTime */
		,invoice.InvoiceDateTime				/* original invoice date */
		,ar1.amount as pmtamount				/* individual payment amount */
		,ar1.TransactionType					/* 4=Payment 5=Credit 6=Debit 7=Writeoff 8=Adjustment */
		,(Select amount							/* original invoice amount */
			from [UVW_ARComponentDetail] ar2
			where ar2.ClientIdent = p9.ClientIdent and ar2.AppliedTo = ar1.AppliedTo and ar2.TransactionType = 1) as invamount,
		invoice.invoicetitle
	FROM
		/* this creates a bare-bones unfiltered list of closed invoices */
		(SELECT ClientIdent,AppliedTo
		FROM [UVW_ARComponentDetail]
		WHERE AppliedTo <> ''
		GROUP BY ClientIdent,AppliedTo
		HAVING SUM(amount) = 0) p9
	INNER JOIN
		/* this gets a list of individual payments summarized by the client, apply to, and posting date
			note...this does not have distribution detail */
		(SELECT 
			clientident,
			AppliedTo,
			AcctPerDateTime,
			TransactionType,
			sum(amount) AS amount
		FROM [UVW_ARComponentDetail]
		WHERE [UVW_ARComponentDetail].TransactionType > 3	/* 4=Payment 5=Credit 6=Debit 7=Writeoff 8=Adjustment */
		GROUP BY clientident,AppliedTo,AcctPerDateTime,TransactionType
		) ar1 on ar1.ClientIdent = p9.ClientIdent AND p9.AppliedTo = ar1.AppliedTo
	LEFT JOIN INVOICE on ar1.AppliedTo = INVOICE.InvoiceNumber
GO
/****** Object:  View [dbo].[UVW_WIPAR02Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR02Clientident]
AS
	/* WIP billed amount for any time period summarized by clientident */
	SELECT
		WIP.Wipident
		,WIP.ClientIdent
		,WIP.ServiceCodeIdent
		,WIP.InvoiceIdent
		,WIP.StaffIdent
		,WIP.ProjectIdent
		-- 03/22/2024 added field to support a report that needs this
		,WIP.TECustomValue

		/* per bug 247738, hours should only be added if the WIPTypeCode=0 (time), and should not be added if hours are applied to expenses */
		,CASE WIPTypeCode WHEN 0 THEN WIP.[Hours] ELSE 0 END AS [Hours]
		,WIP.StdAmount
		,WIP.TransactionDate

		/* AdjAmount is a strict calculation of rate x hours */
		,CASE WIPTypeCode WHEN 0 THEN AdjAmount ELSE 0 END AS [TimeAdjAmount]
		,CASE WIPTypeCode WHEN 0 THEN 0 ELSE AdjAmount END AS [ExpenseAdjAmount]
		,WIP.AdjAmount
		,WIP.SurchargeAmount

		/* note..."billedamount" is the adjusted amount billed with write up/down included  */
		/* 08-02-2023 - similar to below, I am changing the BilledAmount formula */
		/* 01-12-2024 - updated to add SurchargeAmount to the billed amounts */
		,CASE WIPTypeCode WHEN 0 THEN WIP.AdjAmount + WIP.SurchargeAmount + ISNULL(t1.WriteUpDownAmount,0.00) ELSE 0 END AS [TimeBilledAmount]
		,CASE WIPTypeCode WHEN 0 THEN 0 ELSE WIP.AdjAmount + WIP.SurchargeAmount + ISNULL(t1.WriteUpDownAmount,0.00) END AS [ExpenseBilledAmount]

		/* 08-02-2023 - for some odd reason, WIP.BilledAmount doesn't always reflect the correct amount */
		/* ,WIP.BilledAmount no longer using this, since it is incorrect in some cases */
		/* 01-12-2024 - updated to add SurchargeAmount to the billed amounts */
		,WIP.AdjAmount + WIP.SurchargeAmount + ISNULL(t1.WriteUpDownAmount,0.00) AS BilledAmount

		/* cost amounts */
		,CASE WIPTypeCode WHEN 0 THEN Cost ELSE 0 END AS [TimeCost]
		,CASE WIPTypeCode WHEN 0 THEN 0 ELSE Cost END AS [ExpenseCost]
		,WIP.Cost

		/* some reports require this info */
		,INVOICE.InvoiceNumber
		,INVOICE.InvoiceDateTime
		,INVOICE.StatusCode AS InvoiceStatusCode

	FROM WIP
	LEFT OUTER JOIN ServiceCode ON ServiceCode.ServiceCodeIdent = WIP.ServiceCodeIdent
	LEFT OUTER JOIN ClientPractice ON ClientPractice.ClientIdent = WIP.ClientIdent
	LEFT OUTER JOIN INVOICE ON INVOICE.InvoiceIdent = WIP.InvoiceIdent
	/* 08-02-2023 added this join in order to change the BilledAmount calculation */
	OUTER APPLY
		(
			SELECT SUM(WriteUpDownAmount) AS WriteUpDownAmount
			FROM WIPWRITEUPDOWNV2
			WHERE WIPWRITEUPDOWNV2.WipIdent=WIP.WipIdent
		) t1

	WHERE
		WIP.BillingStatusCode = 2		/* 2=billed */
		AND WIP.TEStatusCode = 3		/* 3=posted */
		AND WIP.WIPTypeCode IN (0,1,2) /* 0=time 1=expense 2=reimb exp */
		/* per bug 186182, WIP should be considered "billed" even if it is on an unposted invoice
		   (i.e. it is no longer in WIP)
		   this will cause a potential discrepancy with built-in reports
		   see notes in UVW_WIPSummaryClientident which essentially say the same thing */
		/* per bug 272487, WIP is not considered "invoiced" when it is not posted
		   this totally contradicts the above item
		   the bottom line is....these items are treated differently on different reports
		   so the only way to effectively deal with this glaring discrepancy is to return the invoice status
		   and filter each report based on the unique rules for that report */
		AND invoice.StatusCode IN (0,1)	/* 0=unposted 1=posted this change made per bug 186182 explained above */
		AND (ServiceCode.BillableTypeFlag=1 OR (ServiceCode.BillableTypeFlag=3 AND ClientPractice.IsBillableFlag='T'))
GO
/****** Object:  View [dbo].[UVW_WIPAR03Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR03Clientident]
AS
	/* progress billed */
	SELECT
		WIP.ClientIdent
		,WIP.ProjectIdent
		,WIP.ProgressInvIntIdent
		,ISNULL(WIP.ServiceCodeIdent,0) AS ServiceCodeIdent
		,(AdjAmount + SurchargeAmount + ProjsurchargeAmount) AS ProgressBilledAmount
		,WIP.TransactionDate
		,INVOICE.InvoiceDateTime
		,INVOICE.InvoiceNumber
		,INVOICE.StatusCode AS InvoiceStatusCode
	from WIP
		INNER JOIN INVOICE ON WIP.ProgressInvIntIdent = INVOICE.InvoiceIdent 
	WHERE BillingStatusCode NOT IN (1,3)	/* 1=history 3=void */
		AND WIPTypeCode=3					/* 3=progress */
GO
/****** Object:  View [dbo].[UVW_WIPAR04Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR04Clientident]
AS
	/* progress applied by client */
	SELECT
		WIP.ClientIdent
		,WIP.ProjectIdent
		,WIP.InvoiceIdent
		,ISNULL(WIP.ServiceCodeIdent,0) AS ServiceCodeIdent
		,(AdjAmount + SurchargeAmount + ProjsurchargeAmount) AS ProgressApplyAmount
		,WIP.TransactionDate
		,INVOICE.InvoiceDateTime
		,INVOICE.InvoiceNumber
		,INVOICE.StatusCode AS InvoiceStatusCode
	FROM WIP
		INNER JOIN INVOICE ON WIP.InvoiceIdent = INVOICE.InvoiceIdent
	WHERE BillingStatusCode NOT IN (1,3)	/* 1=history 3=void */
		AND WIPTypeCode=3					/* 3=progress */
GO
/****** Object:  View [dbo].[UVW_BillingRegister]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_BillingRegister]
AS
	/* this query represents all WIP-related records that are billed
		but where the invoice is not yet posted
		this total should be the same as the Billing Register
		but would NOT include Sales Tax (not represented in WIP)
	*/

	/* wip billed */
	SELECT
		ClientIdent,
		ServiceCodeIdent,
		InvoiceIdent,
		StaffIdent,
		ProjectIdent,
		TransactionDate,
		StdAmount,
		AdjAmount,
		BilledAmount,
		0 AS ProgressBilledAmount,
		0 AS ProgressApplyAmount,
		BilledAmount-AdjAmount AS WriteUpDownAmount
	FROM UVW_WIPAR02Clientident
	WHERE InvoiceStatusCode=0
	/* progress billed */
	UNION ALL
	SELECT 
		ClientIdent,
		ServiceCodeIdent,
		ProgressInvIntIdent AS InvoiceIdent,
		0 AS StaffIdent,
		0 AS ProjectIdent,
		TransactionDate,
		0 AS StdAmount,
		0 AS AdjAmount,
		0 AS BilledAmount,
		ProgressBilledAmount,
		0 AS ProgressApplyAmount,
		0 AS WriteUpDownAmount
	FROM UVW_WIPAR03Clientident
	WHERE InvoiceStatusCode=0
	/* progress apply */
	UNION ALL
	SELECT
		ClientIdent,
		ServiceCodeIdent,
		InvoiceIdent,
		0 AS StaffIdent,
		0 AS ProjectIdent,
		TransactionDate,
		0 AS StdAmount,
		0 AS AdjAmount,
		0 AS BilledAmount,
		0 AS ProgressBilledAmount,
		ProgressApplyAmount,
		0 AS WriteUpDownAmount
	FROM UVW_WIPAR04Clientident
	WHERE InvoiceStatusCode=0
GO
/****** Object:  View [dbo].[UVW_ClientBilled]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
/* note.....this is not used directly in the reporting utility
   but it is used multiple PowerBI dashboards, and this is just used
   as a place to store/load the require View */

CREATE OR ALTER VIEW [dbo].[UVW_ClientBilled]
AS

(SELECT
    UVW_WIPAR02Clientident.ClientIdent
    ,ServiceCodeID
    ,ServiceCodeName
    ,InvoiceDateTime
    ,BilledAmount AS Amount
FROM UVW_WIPAR02Clientident
LEFT JOIN CLIENT ON CLIENT.ClientIdent = UVW_WIPAR02Clientident.ClientIdent
LEFT JOIN SERVICECODE ON SERVICECODE.ServiceCodeIdent = UVW_WIPAR02Clientident.ServiceCodeIdent
WHERE CLIENT.DeleteFlag='F' AND InvoiceStatusCode=1)

UNION ALL
(SELECT
    UVW_WIPAR03Clientident.ClientIdent
    ,'PROGBILL' AS ServiceCodeID
    ,'Progress Billed' AS ServiceCodeName
    ,InvoiceDateTime
    ,ProgressBilledAmount AS Amount
FROM UVW_WIPAR03Clientident
LEFT JOIN CLIENT ON CLIENT.ClientIdent=UVW_WIPAR03Clientident.ClientIdent
WHERE CLIENT.DeleteFlag='F' AND InvoiceStatusCode=1)

UNION ALL
(SELECT
    UVW_WIPAR04Clientident.ClientIdent
    ,'PROGAPPL' AS ServiceCodeID
    ,'Progress Apply' AS ServiceCodeName
    ,InvoiceDateTime
    ,-ProgressApplyAmount AS Amount
FROM UVW_WIPAR04Clientident
LEFT JOIN CLIENT ON CLIENT.ClientIdent=UVW_WIPAR04Clientident.ClientIdent
WHERE CLIENT.DeleteFlag='F' AND InvoiceStatusCode=1)
GO
/****** Object:  View [dbo].[UVW_WIPAR05Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR05Clientident]
AS

	/* WIP WriteUpDown by client */

	/* 10-13-2022
		this is a new/corrected version that i created to correct a DAU issue with the WIPWRITEUPDOWN table update process
		from all indications, this does correct the issue with above */

SELECT
		WIP.Wipident
		,WIP.ClientIdent
		,WIP.ProjectIdent
		,WIP.InvoiceIdent
		,WIP.StaffIdent
		,WIP.ServiceCodeIdent

		/* these 2 fields are just to separate the time write-up/dn from expense write up/dn */
		,CASE WIPTypeCode WHEN 0 THEN ISNULL(wwud.WriteUpDownAmount,0.00) ELSE 0 END AS TimeWriteUpDownAmount
		,CASE WIPTypeCode WHEN 0 THEN 0 ELSE ISNULL(wwud.WriteUpDownAmount,0.00) END AS ExpenseWriteUpDownAmount

		/* this is the main write up/dn calculation */
		,ISNULL(wwud.WriteUpDownAmount,0.00) as WriteUpDownAmount

		/* alternate calculation */
		/* just for testing */
		/* ,WIP.BilledAmount - WIP.AdjAmount AS WriteUpDownAmount */

		/* these 2 fields are just to separate the write-ups from the write-downs */
		,CASE WHEN ISNULL(wwud.WriteUpDownAmount,0.00) > 0
			THEN ISNULL(wwud.WriteUpDownAmount,0.00)
			ELSE 0
			END AS WriteUpAmount
		,CASE WHEN ISNULL(wwud.WriteUpDownAmount,0.00) < 0
			THEN ISNULL(wwud.WriteUpDownAmount,0.00)
			ELSE 0
			END AS WriteDownAmount

		/* 03-07-2025 new field added
			0 = allocated to staff
			1 = not sure what this means
			2 = allocated to firm
		*/
		,wuwd.WriteUpCd

		,WIP.TransactionDate
		,INVOICE.InvoiceNumber
		,INVOICE.InvoiceDateTime
		,INVOICE.StatusCode AS InvoiceStatusCode

	FROM
		WIPWRITEUPDOWNV2 wwud
		INNER JOIN WIP on wwud.WipIdent=WIP.WIPIdent
		LEFT JOIN ServiceCode ON ServiceCode.ServiceCodeIdent = WIP.ServiceCodeIdent
		LEFT JOIN ClientPractice ON ClientPractice.ClientIdent = WIP.ClientIdent
		LEFT JOIN Invoice ON Invoice.InvoiceIdent = WIP.InvoiceIdent

	WHERE
		WIP.BillingStatusCode = 2		/* 2=billed */
		AND WIP.TEStatusCode = 3		/* 3=posted */
		AND WIP.WIPTypeCode IN (0,1,2)	/* BD 8-22-2019 as far as i know, writeupdown can only occur on time or expense, never on progress */
		AND (ServiceCode.BillableTypeFlag=1 OR (ServiceCode.BillableTypeFlag=3 AND ClientPractice.IsBillableFlag='T'))
		AND INVOICE.StatusCode IN (0,1)	/* 0=unposted 1=posted */
GO
/****** Object:  View [dbo].[UVW_RealizationComponents]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER view [dbo].[UVW_RealizationComponents]
AS
/* this view provides a bare-minimum query necessary to get
	realization details.  Primarily, this is intended for
	analysis in PowerBI, so it is suitable for filtering, pivoting, etc

	the query returned has each component coded by the record type
	1 = billed amount (this is the "net" billed amount with write up/down included)
	2 = progress billed
	3 = progress applied
	4 = write up/down amount
	*/
select
	*
from
	(select 1 as ttype,invoicedatetime,billedamount as amount from UVW_WIPAR02Clientident
	union all
	select 2 as ttype,invoicedatetime,progressbilledamount as amount from UVW_WIPAR03Clientident
	union all
	select 3 as ttype,invoicedatetime,progressapplyamount as amount from UVW_WIPAR04Clientident
	union all
	select 4 as ttype,invoicedatetime,writeupdownamount as amount from UVW_WIPAR05Clientident) t1
GO
/****** Object:  View [dbo].[UVW_WIPAR01Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR01Clientident]
AS
SELECT
	/* this view provides the gross BILLABLE hours, time amount, and expenses amount
		equivalent to the first 3 columns on a WIPAR Reconciliation report */
	ClientIdent,
	StaffIdent,
	ServiceCodeIdent,
	ProjectIdent,
	TransactionDate,
	CASE WHEN wiptypecode = 0 THEN [hours] ELSE 0.00 END AS [hours],
	CASE WHEN wiptypecode = 0 THEN adjamount + SurchargeAmount + ProjSurchargeAmount ELSE 0.00 END AS [time],
	CASE WHEN wiptypecode IN (1, 2) THEN adjamount + SurchargeAmount + ProjSurchargeAmount ELSE 0.00 END AS [expenses],
	/* 07/20/2023 added timecost and expensecost */
	CASE WHEN WIPTypeCode = 0 THEN WIP.[Cost]	ELSE 0.00 END AS TimeCost,
	CASE WHEN WIPTypeCode IN (1,2) THEN WIP.[Cost] ELSE 0.00 END AS ExpenseCost


FROM WIP
WHERE
	/* note that this includes BOTH unbilled AND final billed WIP since this is the "gross"
		amount before the billed WIP is subtracted.  there are some other WIP summary 
		queries that only include the unbilled WIP, but that represents the "net" WIP after billing */
	WIPTypeCode IN (0,1,2)			/* 0=time 1=expenses 2=reimbursable expenses */
	AND BillingStatusCode IN (0, 2)	/* 0=unbilled 2=final billed */
	AND TEStatusCode IN (/* 1, */ 3)	/* 06-29-2023 removed TEStatusCode 1, it appears Axcess reports do not include this */
	AND IsBillableFlag = 1
GO
/****** Object:  View [dbo].[UVW_WIPComponentDetail]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPComponentDetail]
AS
	/* wip hours, time, expenses */
	SELECT
		1 AS TransactionType
		,Clientident
		,TransactionDate
		,isnull([time],0.00)+isnull([Expenses],0) as [Amount]
	FROM UVW_WIPAR01Clientident

	/* wip billed amount */
	UNION ALL
	SELECT
		2 AS TransactionType
		,clientident
		,InvoiceDateTime AS TransactionDate
		,isnull(BilledAmount,0.00)*-1 AS [Amount]
	FROM UVW_WIPAR02Clientident
	WHERE InvoiceStatusCode = 1

	/* wip progress billed */
	UNION ALL
	SELECT
		3 AS TransactionType
		,ClientIdent
		,InvoiceDateTime AS TransactionDate
		,isnull(ProgressBilledAmount,0.00)*-1 AS Amount
	FROM UVW_WIPAR03Clientident
	WHERE InvoiceStatusCode = 1	/* progress billed is only included if the invoice is posted */

	/* wip progress apply */
	UNION ALL
	Select
		4 AS TransactionType
		,ClientIdent
		,InvoiceDateTime AS TransactionDate
		,isnull(ProgressApplyAmount,0.00) AS Amount
	FROM UVW_WIPAR04Clientident
	WHERE InvoiceStatusCode = 1	/* progress apply is only included if the invoice is posted */

	/* wip write up-down */
	UNION ALL
	SELECT
		5 AS TransactionType
		,ClientIdent
		,InvoiceDateTime AS TransactionDate
		,isnull(writeupdownAmount,0.00) AS Amount
	FROM UVW_WIPAR05Clientident
	WHERE InvoiceStatusCode=1	/* write up/down is only included if the invoice is posted */


GO
/****** Object:  View [dbo].[UVW_ARAgingDetail]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_ARAgingDetail]
AS
	/* this query provides full A/R balance detail with Aging information */
	/* this query is very similar to UVW_ARComponentDetail, and it might be possible to
		combine the info from those 2 views into one */


	/* Invoice */
	SELECT
		ClientIdent,
		'A1' AS ttype,
		InvoiceNumber AS document,
		InvoiceNumber AS applyto,
		InvoiceDateTime AS BalanceDate,
		InvoiceDateTime AS AgingBucketDate,
		(StdWIPAmount + AdjustmentAmount + ProgressBilledAmount - ProgressApplyAmount) AS AgingAmount
	FROM INVOICE
	WHERE
		StatusCode=1	/* 1=posted */

	/* Sales Tax */
	UNION ALL
	SELECT
		ClientIdent,
		'A2' AS ttype,
		InvoiceNumber AS document,
		InvoiceNumber AS applyto,
		InvoiceDateTime AS BalanceDate,
		InvoiceDateTime AS AgingBucketDate,
		TaxAmount + ProgressTaxAmount - TaxAppAmount - ProgressTaxAppAmount AS AgingAmount
	FROM INVOICE
	WHERE
		StatusCode=1	/* 1=posted */
		AND (TaxAmount + ProgressTaxAmount - TaxAppAmount - ProgressTaxAppAmount) <> 0

	/* Other Adjustment */
	UNION ALL
	SELECT
		ClientIdent,
		CASE AREntryTypeCode
			WHEN 8 THEN 'AA'	/* other adjustment */
			WHEN 9 THEN 'AA'	/* other adjustment */
			WHEN 10 THEN 'A3'	/* finance charges */
		END AS ttype,
		ReferenceNumber AS document,
		ReferenceNumber AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		ARChargesAmount /* - CashAppliedAmount - CreditsAppliedAmount + DebitsAppliedAmount */ AS AgingAmount
	FROM ARCHARGES
	WHERE
		AREntryTypeCode IN (8,9,10)
		and CorrectionStatusCode=1

	/* Payments (Distributed) */
	UNION ALL
	SELECT
		ARTRANSACTION.ClientIdent,
		'A4' AS ttype,
		ARTRANSACTION.ReferenceNumber AS document,
		(SELECT InvoiceNumber FROM INVOICE WHERE InvoiceIdent=ARDISTRIBUTION.InvoiceIdent) AS applyto,
		ARTRANSACTION.TransactionDateTime AS BalanceDate,
		/* 06-22-2020 bug fix - the aging of distributed transactions should reflect the original transaction date to which
			the item is applied, rather than the actual payment date
			note....there's a setting in CCH Axcess called "Count days old of distributed AR using...
			that allows the user to select either a) Transaction Date or b) Invoice Date Where Distributed
			apparently, the Invoice Date Where Distributed is the most popular option so I'm using 
			that here.  this was previously set to Transaction Date */
		/* 10-09-2020 based on further digging, i've concluded that each distribution transaction has either
			an INVOICE.InvoiceIdent or ARCHARGES.ARChargesIdent field value.  this implies that all
			distributions point to one or the other.  however, i'm also finding that there are transactions
			that have an ARCHARGES.ARChargesIdent value, but the underlying ARCHARGES transaction does
			not exist, which then causes a null aging date to be returned.  The only way around this is
			to get the ARTRANSACTION date as a last resort if the other dates cannot be found. this is 
			awfully messy, but it's the only way to guarantee that an aging date is returned for
			every distribution */
		COALESCE(
			(SELECT InvoiceDateTime FROM INVOICE WHERE InvoiceIdent=ARDISTRIBUTION.InvoiceIdent),
			(SELECT TransactionDateTime FROM ARCHARGES WHERE ARChargesIdent=ARDISTRIBUTION.ARChargesIdent),
			ARTRANSACTION.TransactionDateTime)
			AS AgingBucketDate,
		ISNULL(-ARDISTRIBUTION.DistributionAmount,0.00) AS AgingAmount
	FROM ARTRANSACTION
		INNER JOIN ARDISTRIBUTION on ARDISTRIBUTION.ARIdent=ARTRANSACTION.ARIdent
	WHERE
		ARTRANSACTION.AREntryTypeIntCode=1			/* 1=payment */
		AND ARTRANSACTION.CorrectionStatusCode=1	/* 1=new entry */
		AND ARTRANSACTION.Posted=1					/* 1=posted */

	/* Payments (UnDistributed) */
	UNION ALL
	SELECT
		ARTRANSACTION.ClientIdent,
		'A5' AS ttype,
		ReferenceNumber AS document,
		'' AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		-amount + ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS AgingAmount
	FROM ARTRANSACTION
	WHERE
		ARTRANSACTION.AREntryTypeIntCode = 1		/* 1=payment */
		AND ARTRANSACTION.CorrectionStatusCode = 1	/* 1=new entry */
		AND amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		AND ARTRANSACTION.Posted=1

	/* Adjustments 2/3 Distributed */
	UNION ALL
	SELECT
		ARTRANSACTION.ClientIdent,
		'A6' AS ttype,
		ARTRANSACTION.ReferenceNumber AS document,
		COALESCE(ARCHARGES.ReferenceNumber,INVOICE.InvoiceNumber) AS applyto,
		ARTRANSACTION.TransactionDateTime AS BalanceDate,
		COALESCE(INVOICE.InvoiceDateTime,ARCHARGES.TransactionDateTime,ARTRANSACTION.TransactionDateTime) AS AgingBucketDate,
		ISNULL(-DistributionAmount,0) as AgingAmount
	FROM ARTRANSACTION
		INNER JOIN ARDISTRIBUTION on ARTRANSACTION.ARIdent=ARDISTRIBUTION.ARIdent
		LEFT JOIN INVOICE ON Invoice.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
	WHERE
		ARTransaction.CorrectionStatusCode=1			/* 1=new entry */
		and ARTransaction.AREntryTypeIntCode IN (2,3)	/* 2=credit memo 3=credit adjustment */
		AND ARTRANSACTION.Posted=1

	/* Adjustments 2/3 Undistributed */
	UNION ALL
	SELECT
		ClientIdent,
		'A8' AS ttype,
		ReferenceNumber AS document,
		'' AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		-(amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)) AS AgingAmount
	FROM ARTRANSACTION
	WHERE
		AREntryTypeIntCode in (2,3)
		AND CorrectionStatusCode = 1
		AND (ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0))<>0
		AND ARTRANSACTION.Posted=1

	/* Adjustments 6/7 Distributed */
	UNION ALL
	SELECT
		ARTRANSACTION.ClientIdent,
		'A7' AS ttype,
		ARTRANSACTION.ReferenceNumber AS document,
		ARCHARGES.ReferenceNumber AS applyto,
		ARTRANSACTION.TransactionDateTime AS BalanceDate,
		COALESCE(INVOICE.InvoiceDateTime,ARCHARGES.TransactionDateTime,ARTRANSACTION.TransactionDateTime) AS AgingBucketDate,
		ISNULL(DistributionAmount,0) as AgingAmount
	FROM ARTRANSACTION
		INNER JOIN ARDISTRIBUTION on ARTRANSACTION.ARIdent=ARDISTRIBUTION.ARIdent
		LEFT JOIN INVOICE on invoice.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
	WHERE
		ARTransaction.CorrectionStatusCode=1	/* 1=new entry */
		and AREntryTypeIntCode IN (6,7)			/* 6=debit memo 7=debit adjustment */
		AND ARTRANSACTION.Posted=1

	/* Adjustments 6/7 Undistributed */
	UNION ALL
	SELECT
		ClientIdent,
		'A9' AS ttype,
		ReferenceNumber AS document,
		'' AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS AgingAmount
	FROM ARTRANSACTION
	WHERE
		AREntryTypeIntCode in (6,7)
		AND CorrectionStatusCode = 1
		AND ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		AND ARTRANSACTION.Posted=1

	/* Write-Off Distributed */
	UNION ALL
	SELECT
		ARTransaction.ClientIdent,
		'AB' AS ttype,
		ARTRANSACTION.ReferenceNumber AS document,
		ARCHARGES.ReferenceNumber AS applyto,
		ARTRANSACTION.TransactionDateTime AS BalanceDate,
		COALESCE(INVOICE.InvoiceDateTime,ARCHARGES.TransactionDateTime,ARTRANSACTION.TransactionDateTime) AS AgingBucketDate,
		ISNULL(-ARDISTRIBUTION.DistributionAmount,0.00) AS AgingAmount
	FROM ARTRANSACTION
		INNER JOIN ARDISTRIBUTION ON ARDISTRIBUTION.ARIdent=ARTRANSACTION.ARIdent
		LEFT JOIN INVOICE on invoice.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
	WHERE
		ARTRANSACTION.AREntryTypeIntCode IN (4,5)	/* 4=GST Write-off 5=Write-off */
		and ARTRANSACTION.CorrectionStatusCode=1	/* 1=New Entry */
		AND ARTRANSACTION.Posted=1

	/* Write-Off Undistributed */
	UNION ALL
	SELECT
		ClientIdent,
		'AC' AS ttype,
		ReferenceNumber AS document,
		'' AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		-amount + ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS AgingAmount
	FROM ARTRANSACTION
	WHERE
		ARTRANSACTION.AREntryTypeIntCode IN (4,5)	/* 4=GST Write-off 5=Write-off */
		AND ARTRANSACTION.CorrectionStatusCode = 1	/* 1=New Entry */
		AND amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		AND ARTRANSACTION.Posted=1
GO
/****** Object:  View [dbo].[UVW_ARAgingDetailProject]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_ARAgingDetailProject]
AS
	/* this query provides the same totals as UVW_ARAgingDetail
		however, this add the project indentifier info for amounts
		that can be tied directly to WIP.
		note....there are many A/R components that cannot be tied
		to WIP, so the project identifier for those parts is simply set to 0 */

	/* Invoice amounts that can be tied directly to WIP */
	SELECT
		INVOICE.ClientIdent,
		ISNULL(WIP.ProjectIdent,0) AS ProjectIdent,
		'A1' AS ttype,
		INVOICE.InvoiceNumber AS document,
		INVOICE.InvoiceNumber AS applyto,
		INVOICE.InvoiceDateTime AS BalanceDate,
		INVOICE.InvoiceDateTime AS AgingBucketDate,
		ISNULL(WIP.BilledAmount + WIP.SurchargeAmount + WIP.ProjsurchargeAmount,0.00) AS AgingAmount
	FROM INVOICE
		LEFT JOIN WIP ON INVOICE.InvoiceIdent=WIP.InvoiceIdent and WIPTypeCode<>3	/* do not look at progress WIP */
	WHERE
		INVOICE.StatusCode=1	/* 1=posted */

	/* there are invoice amounts that cannot be tied directly to WIP
		so we need to get those amounts here */
	UNION ALL
	SELECT
		INVOICE.ClientIdent,
		0 AS ProjectIdent,
		'AD' AS ttype,
		InvoiceNumber AS document,
		InvoiceNumber AS applyto,
		InvoiceDateTime AS BalanceDate,
		InvoiceDateTime AS AgingBucketDate,
		(StdWIPAmount + AdjustmentAmount + ProgressBilledAmount - ProgressApplyAmount)
			- (select ISNULL(sum(WIP.BilledAmount + WIP.SurchargeAmount + WIP.ProjsurchargeAmount),0.00) from wip where invoiceident = INVOICE.invoiceident and WIPTypeCode<>3) AS AgingAmount
	FROM INVOICE
	WHERE
		INVOICE.StatusCode = 1

	/* Sales Tax */
	UNION ALL
	SELECT
		INVOICE.ClientIdent,
		0 AS ProjectIdent,
		'A2' AS ttype,
		InvoiceNumber AS document,
		InvoiceNumber AS applyto,
		InvoiceDateTime AS BalanceDate,
		InvoiceDateTime AS AgingBucketDate,
		TaxAmount + ProgressTaxAmount - TaxAppAmount - ProgressTaxAppAmount AS AgingAmount
	FROM INVOICE
	WHERE
		INVOICE.StatusCode=1	/* 1=posted */

	/* Other Adjustment */
	UNION ALL
	SELECT
		ClientIdent,
		0 AS ProjectIdent,
		CASE AREntryTypeCode
			WHEN 8 THEN 'AA'	/* other adjustment */
			WHEN 9 THEN 'AA'	/* other adjustment */
			WHEN 10 THEN 'A3'	/* finance charges */
		END AS ttype,
		ReferenceNumber AS document,
		ReferenceNumber AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		ARChargesAmount - CashAppliedAmount - CreditsAppliedAmount + DebitsAppliedAmount AS AgingAmount
	FROM ARCHARGES
	WHERE
		AREntryTypeCode IN (8,9,10)
		and CorrectionStatusCode=1

	/* Payments (Distributed) */
	UNION ALL
	SELECT
		ARTransaction.ClientIdent,
		0 AS ProjectIdent,
		'A4' AS ttype,
		ARTRANSACTION.ReferenceNumber AS document,
		INVOICE.InvoiceNumber AS applyto,
		ARTRANSACTION.TransactionDateTime AS BalanceDate,
		/* 06-22-2020 bug fix - the aging of distributed transactions should reflect the original invoice date to which
			they were applied, rather than the actual payment date
			note....there's a setting in CCH Axcess called "Count days old of distributed AR using...
			that allows the user to select either a) Transaction Date or b) Invoice Date Where Distributed
			apparently, the Invoice Date Where Distributed is the most popular option so I'm using 
			that here.  this was previously set to Transaction Date */
		/* ARTRANSACTION.TransactionDateTime AS AgingBucketDate  previous setting, now replaced by InvoiceDateTime */
		INVOICE.InvoiceDateTime AS AgingBucketDate,
		ISNULL(-ARDISTRIBUTION.DistributionAmount,0.00) AS AgingAmount
	FROM ARTRANSACTION
		/* 06-25-2020 changed these joins from LEFT to INNER
			as it was bringing up transactions with no distribution and no invoice */
		INNER JOIN ARDISTRIBUTION on ARDISTRIBUTION.ARIdent=ARTRANSACTION.ARIdent
		INNER JOIN INVOICE on INVOICE.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
	WHERE
		ARTRANSACTION.AREntryTypeIntCode=1			/* 1=payment */
		AND ARTRANSACTION.CorrectionStatusCode=1	/* 1=new entry */
		AND ARTRANSACTION.Posted=1

	/* Payments (UnDistributed) */
	UNION ALL
	SELECT
		ClientIdent,
		0 AS ProjectIdent,
		'A5' AS ttype,
		ReferenceNumber AS document,
		'' AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		-amount + ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS AgingAmount
	FROM ARTRANSACTION
	WHERE
		ARTRANSACTION.AREntryTypeIntCode = 1		/* 1=payment */
		AND ARTRANSACTION.CorrectionStatusCode = 1	/* 1=new entry */
		AND amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		AND ARTRANSACTION.Posted=1

	/* Adjustments 2/3 Distributed */
	UNION ALL
	SELECT
		ARTRANSACTION.ClientIdent,
		0 AS ProjectIdent,
		'A6' AS ttype,
		ARTRANSACTION.ReferenceNumber AS document,
		COALESCE(ARCHARGES.ReferenceNumber,INVOICE.InvoiceNumber) AS applyto,
		ARTRANSACTION.TransactionDateTime AS BalanceDate,
		/* 06-25-2020 similar to above, i am changing the bucketing to reflect the invoice date to which it was applied */
		/* ARTRANSACTION.TransactionDateTime AS AgingBucketDate, */
		INVOICE.InvoiceDateTime AS AgingBucketDate,
		ISNULL(-DistributionAmount,0) as AgingAmount
	FROM ARTRANSACTION
		/* 06-25-2020 similar to above, i am changing these joins from LEFT to INNER */
		INNER JOIN ARDISTRIBUTION on ARTRANSACTION.ARIdent=ARDISTRIBUTION.ARIdent
		INNER JOIN INVOICE ON Invoice.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
	WHERE
		ARTransaction.CorrectionStatusCode=1			/* 1=new entry */
		and ARTransaction.AREntryTypeIntCode IN (2,3)	/* 2=credit memo 3=credit adjustment */
		AND ARTRANSACTION.Posted=1

	/* Adjustments 2/3 Undistributed */
	UNION ALL
	SELECT
		ClientIdent,
		0 AS ProjectIdent,
		'A8' AS ttype,
		ReferenceNumber AS document,
		'' AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		-(amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)) AS AgingAmount
	FROM ARTRANSACTION
	WHERE
		AREntryTypeIntCode in (2,3)
		AND CorrectionStatusCode = 1
		AND (ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0))<>0
		AND ARTRANSACTION.Posted=1

	/* Adjustments 6/7 Distributed */
	UNION ALL
	SELECT
		ARTRANSACTION.ClientIdent,
		0 AS ProjectIdent,
		'A7' AS ttype,
		ARTRANSACTION.ReferenceNumber AS document,
		INVOICE.InvoiceNumber AS applyto,
		ARTRANSACTION.TransactionDateTime AS BalanceDate,
		/* 06-25-2020 similar to above, i am changing the bucketing to reflect the invoice date to which it was applied */
		/* ARTRANSACTION.TransactionDateTime AS AgingBucketDate, */
		INVOICE.InvoiceDateTime AS AgingBucketDate,
		ISNULL(DistributionAmount,0) as AgingAmount
	FROM ARTRANSACTION
		/* 06-25-2020 similar to above, i am changing these joins from LEFT to INNER */
		INNER JOIN ARDISTRIBUTION on ARTRANSACTION.ARIdent=ARDISTRIBUTION.ARIdent
		INNER JOIN INVOICE on invoice.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
	WHERE
		ARTransaction.CorrectionStatusCode=1	/* 1=new entry */
		and AREntryTypeIntCode IN (6,7)			/* 6=debit memo 7=debit adjustment */
		AND ARTRANSACTION.Posted=1

	/* Adjustments 6/7 Undistributed */
	UNION ALL
	SELECT
		ClientIdent,
		0 AS ProjectIdent,
		'A9' AS ttype,
		ReferenceNumber AS document,
		'' AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS AgingAmount
	FROM ARTRANSACTION
	WHERE
		AREntryTypeIntCode in (6,7)
		AND CorrectionStatusCode = 1
		AND ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		AND ARTRANSACTION.Posted=1

	/* Write-Off Distributed */
	UNION ALL
	SELECT
		ARTransaction.ClientIdent,
		0 AS ProjectIdent,
		'AB' AS ttype,
		ARTRANSACTION.ReferenceNumber AS document,
		INVOICE.InvoiceNumber AS applyto,
		ARTRANSACTION.TransactionDateTime AS BalanceDate,
		/* 06-25-2020 similar to above, i am changing the bucketing to reflect the invoice date to which it was applied
			ARTRANSACTION.TransactionDateTime AS AgingBucketDate, */
		INVOICE.InvoiceDateTime AS AgingBucketDate,
		ISNULL(-ARDISTRIBUTION.DistributionAmount,0.00) AS AgingAmount
	FROM ARTRANSACTION
		/* 06-25-2020 similar to above, i am changing these joins from LEFT to INNER */
		INNER JOIN ARDISTRIBUTION ON ARDISTRIBUTION.ARIdent=ARTRANSACTION.ARIdent
		INNER JOIN INVOICE on invoice.InvoiceIdent=ARDISTRIBUTION.InvoiceIdent
		LEFT JOIN ARCharges on ARCHARGES.ARChargesIdent=ARDISTRIBUTION.ARChargesIdent
	WHERE
		AREntryTypeIntCode IN (4,5)
		and ARTRANSACTION.CorrectionStatusCode=1
		AND ARTRANSACTION.Posted=1

	/* Write-Off Undistributed */
	UNION ALL
	SELECT
		ClientIdent,
		0 AS ProjectIdent,
		'AC' AS ttype,
		ReferenceNumber AS document,
		'' AS applyto,
		TransactionDateTime AS BalanceDate,
		TransactionDateTime AS AgingBucketDate,
		-amount + ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS AgingAmount
	FROM ARTRANSACTION
	WHERE
		AREntryTypeIntCode IN (4,5)
		AND CorrectionStatusCode = 1
		AND amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		AND Posted=1

GO
/****** Object:  View [dbo].[UVW_ARRegister]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_ARRegister]
AS
	/* this view creates a raw list of AR transactions suitable for additional processing/filtering
	   the goal of this view is to simplify the retrieval of AR transactions since they can be stored
	   in various tables, and depending on whether they are distributed/undistributed */

	/* payments, debit memos, credit memos (Distributed) */
	SELECT
		1 AS TransactionType,
		ARTRANSACTION.ClientIdent,
		ARTRANSACTION.PostedByStaffIdent,
		ARTRANSACTION.AREntryTypeIntCode,
		ARTRANSACTION.ReferenceNumber,
		COALESCE(INVOICE.InvoiceNumber,ARCHARGES.ReferenceNumber,'Null') AS AppliedTo,
		INVOICE.InvoiceDateTime,
		ARTRANSACTION.TransactionDateTime,
		ARTRANSACTION.PostedDateTime,
		ARTRANSACTION.ReferenceDateTime,
		ARTRANSACTION.Posted,
		ARTRANSACTION.Description,

		/* amount column */
		CASE
			/* transactions linked to finance charges go to the Charges column */
			WHEN ARDISTRIBUTION.ARChargesIdent IS NOT NULL
				THEN 0
			/* transactions linked to sales tax go to the sales tax column */
			WHEN ARDISTRIBUTION.InvoiceSalesTaxIdent IS NOT NULL
				THEN 0
			WHEN ARTransaction.AREntryTypeIntCode IN (1,2,3,4,5)	/* 1=payments 2=cr memo 3=cr adj 4=Gwriteoff 5=writeoff */
				THEN -DistributionAmount
			WHEN ARTransaction.AREntryTypeIntCode IN (6,7,8)			/* 6=dr memo 7=dr Adj */
				THEN DistributionAmount
			ELSE 0
			END AS Amount,

		/* sales tax column */
		CASE 
			WHEN ARDISTRIBUTION.InvoiceSalesTaxIdent IS NOT NULL
				THEN ARDISTRIBUTION.DistributionAmount * (CASE WHEN ARTRANSACTION.AREntryTypeIntCode IN (1,2,4,5) THEN -1 ELSE 1 END)
			ELSE 0
			END AS SalesTax,

		/* charges column */
		CASE
			/* ONLY transactions linked to finance charges go in this column */
			WHEN ARDISTRIBUTION.ARChargesIdent IS Null
				THEN 0
			WHEN ARTransaction.AREntryTypeIntCode IN (1,2,3,4,5)	/* 1=payments 2=cr memo 3=cr adj 4=Gwriteoff 5=writeoff */
				THEN -ARDISTRIBUTION.DistributionAmount
			WHEN ARTransaction.AREntryTypeIntCode IN (6,7,8)			/* 6=dr memo 7=dr adj linked to finance charge */
				THEN ARDISTRIBUTION.DistributionAmount
			ELSE 0
			END AS Charges

	FROM ARDISTRIBUTION
	LEFT JOIN ARTRANSACTION on ARTRANSACTION.ARIdent = ARDISTRIBUTION.ARIdent
	LEFT JOIN INVOICE ON INVOICE.Invoiceident = ARDISTRIBUTION.InvoiceIdent
	LEFT JOIN ARCHARGES ON ARCHARGES.ARChargesIdent = ARDISTRIBUTION.ARChargesIdent

	WHERE
		ARTransaction.CorrectionStatusCode=1
		/* AND ARTRANSACTION.Posted = 1 oddly enough, the AR Register report includes unposted transactions!! */

	/* payments (Undistributed) */
	UNION ALL
	SELECT
		2 AS TransactionType,
		ARTRANSACTION.ClientIdent,
		ARTRANSACTION.PostedByStaffIdent,
		ARTRANSACTION.AREntryTypeIntCode,
		ARTRANSACTION.ReferenceNumber,
		'0' AS AppliedTo,
		'01/01/1900' AS InvoiceDateTime,
		ARTRANSACTION.TransactionDateTime,
		ARTRANSACTION.PostedDateTime,
		ARTRANSACTION.ReferenceDateTime,
		ARTRANSACTION.Posted,
		ARTRANSACTION.Description,

		/* amount column */
		/* note that undistributed amounts would never relate to finance charge, so they would always go in Amount */
		CASE
			WHEN ARTransaction.AREntryTypeIntCode IN (1,2,3,4,5)	/* 1=payments 2=cr memo 3=cr adj 4=G writeoff 5=writeoff */
				THEN -ARTRANSACTION.amount + ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)
			WHEN ARTransaction.AREntryTypeIntCode IN (6,7)		/* 6=dr memo 7=dr adj */
				THEN ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)
			ELSE 0
			END AS Amount,

		/* sales tax column */
		0 AS SalesTax,

		/* charges column */
		CASE
			/* oddly enough, ARTRANSACTION can have type 8 Misc Chg transactions as well as ARCharges table */
			WHEN ARTransaction.AREntryTypeIntCode IN (8)
				THEN ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)
			ELSE 0
			END AS Charges

	FROM ARTRANSACTION
	WHERE
		/* note that this view returns both posted and unposted transactions
		   some of the reports that rely on this view use posted only, while others
		   use both posted and unposted, so we are including both in the view and
		   passing back the Posted value so it can be filtered accordingly */
		ARTRANSACTION.CorrectionStatusCode = 1	/* new entry */
		AND ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) <> 0

	/* charges
		note that this includes all different types of "charges"
		also note that all of these items go into the Charges column of this report */
	UNION ALL
	SELECT
		3 AS TransactionType,
		ARCHARGES.ClientIdent,
		ARCHARGES.PostedByStaffIdent,
		ARCHARGES.AREntryTypeCode AS AREntryTypeIntCode,
		ARCHARGES.ReferenceNumber,
		'0' AS AppliedTo,
		'01/01/1900' AS InvoiceDateTime,
		ARCHARGES.TransactionDateTime,
		ARCHARGES.PostedDateTime,
		ARCHARGES.ReferenceDateTime,
		1 AS Posted,
		ARCHARGES.Description,
		0 AS Amount,
		0 AS SalesTax,
		ARCHARGES.ARChargesAmount AS Charges
	FROM ARCHARGES
GO
/****** Object:  View [dbo].[UVW_ClientEmail]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_ClientEmail]
AS
    /* this view gets a complete list of all available email addresses
        email addresses are "attached" to either Client records or ClientContact records
        so these need to be separately accounted for and flagged accordingly
    */
    SELECT
        ReferenceIdent AS ClientIdent,
        0 AS ClientContactIdent,
        EmailIdentCategoryType,
        FirmEmailTypeName,
        EmailAddress,
        InvoiceFlag,
        StatementFlag
    FROM CLIENTEMAIL
    WHERE EmailIdentCategoryType = 'Client'
    UNION ALL
    SELECT
        CLIENTCONTACT.OriginatingClientIntIdent AS ClientIdent,
        CLIENTCONTACT.ClientContactIdent,
        EmailIdentCategoryType,
        FirmEmailTypeName,
        EmailAddress,
        InvoiceFlag,
        StatementFlag
    FROM CLIENTEMAIL
    LEFT JOIN CLIENTCONTACT ON CLIENTEMAIL.ReferenceIdent = CLIENTCONTACT.ClientContactIdent
    WHERE EmailIdentCategoryType = 'ClientContact'
GO
/****** Object:  View [dbo].[UVW_Productivity]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_Productivity]
AS
	/* this is a general "Productivity" query that includes both
		billable and nonbillable hours, returns client, service code, and project info */

SELECT

	WIP.ClientIdent
	,WIP.StaffIdent
	,WIP.ServiceCodeIdent
	,WIP.ProjectIdent
	,WIP.WorkstepIdent
	,WIP.TransactionDate
	-- 03/22/2024 added field to support a report that needs this field
	,WIP.TECustomValue
	-- 02/11/2024 added field to support a report that needs this field
	,WIP.WIPTypeCode

	,CASE WHEN WIPTypeCode = 0 THEN WIP.[Hours]	ELSE 0.00 END AS AllHours
	,CASE WHEN WIPTypeCode = 0 AND WIP.IsBillableFlag=1	THEN WIP.[Hours] ELSE 0.00 END AS BillableHours
	,CASE WHEN WIPTypeCode = 0 AND WIP.IsBillableFlag=0 THEN WIP.[Hours] ELSE 0.00 END AS NonbillableHours

	/* 03/25/2024 apparently there can be an AdjAmount for non-billable lines, so it needs to be excluded. we only want this amount if it is billable
		also, i realized that we need to add SurchargeAmount and ProjSurchargeAmount in order to tie to WIP/AR Reconciliation report */
	,CASE WHEN WIPTypeCode = 0 AND WIP.IsBillableFlag=1 THEN AdjAmount + SurchargeAmount + ProjSurchargeAmount ELSE 0.00	END AS TimeAmount
	/* 03/25/2024 the above may also be true for expenses, but i'm not going to make a change until further testing */
	,CASE WHEN WIPTypeCode IN (1,2) THEN AdjAmount + SurchargeAmount + ProjSurchargeAmount ELSE 0.00 END AS ExpenseAmount

	,CASE WHEN WIPTypeCode = 0 THEN WIP.[Cost]	ELSE 0.00 END AS AllHoursCost
	,CASE WHEN WIPTypeCode = 0 AND WIP.IsBillableFlag=1	THEN WIP.[Cost] ELSE 0.00 END AS BillableHoursCost
	,CASE WHEN WIPTypeCode = 0 AND WIP.IsBillableFlag=0 THEN WIP.[Cost] ELSE 0.00 END AS NonbillableHoursCost
	,CASE WHEN WIPTypeCode IN (1,2) THEN WIP.[Cost] ELSE 0.00 END AS ExpenseCost

	,SurchargeAmount

	/* for most productivity reports, transactions are included regardless of staff status
		however, at least one report ("Staff Productivity") excludes all transactions for
		Terminated staff.  So, in order to match that report, we need to have this field
		available for filtering
	*/
	,StaffStatus

FROM WIP
	LEFT JOIN STAFF ON WIP.StaffIdent=STAFF.StaffIdent

WHERE
	WIP.TEStatusCode = 3			/* 3=posted */
	AND BillingStatusCode IN (0,2)	/* 0=unbilled 2=final billed */
	AND WIPTypeCode IN (0,1,2)		/* 0=time 1=expense 2=reimb exp */
GO
/****** Object:  View [dbo].[UVW_TimeCardExport]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER view [dbo].[UVW_TimeCardExport]
AS
	/* note.....this query has been tested and verified against the built-in report "Daily Staff Posted Hours" */

	/* 12-02-2021 changed this to get all time, posted or unposted (TEStatusCode)
		most time reports only show posted time, so anything that uses this view will need to filter TEStatusCode = 3 (posted) */

	/* IMPORTANT NOTE
		this query gets all transaction types (time, expense, reimbursable expense)
		so if you are using this query in a report that should only get "time" transactions,
		you need to use a filterfor WIPTypeCode = 1
	*/

	SELECT
		STAFF.StaffIdent,
		STAFF.StaffIdentifier,
		STAFF.EmployeeNumber,
		STAFF.StaffLastName,
		STAFF.StaffFirstName,
		STAFF.ReportName,
		STAFF.StaffPosition,
		STAFF.StaffUserID,
		STAFF.StaffDepartment,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		SERVICECODE.CategoryName,
		SERVICECODE.SubCategoryName,
		SERVICECODE.ServiceCodeID,
		SERVICECODE.ServiceCodeName,
		SERVICECODE.ServiceClass,		/* CPE, Holiday, Marketing, Personal, Regular, Sick */
		WIP.WIPTypeCode,
		WIP.TransactionDate,
		WIP.PostedDateTime,
		WIP.Hours,
		WIP.adjamount + WIP.SurchargeAmount + WIP.ProjSurchargeAmount AS Amount,
		WIP.IsBillableFlag,
		WIP.TEStatusCode,
		ISNULL(WIPNOTE.InvoiceDescription,'') AS InvoiceDescription
	FROM WIP
	LEFT JOIN CLIENT on wip.ClientIdent=client.ClientIdent
	LEFT JOIN SERVICECODE on wip.ServiceCodeIdent=SERVICECODE.ServiceCodeIdent
	LEFT JOIN STAFF on wip.StaffIdent=staff.StaffIdent
	LEFT JOIN WIPNOTE ON WIP.WIPIdent=WIPNOTE.WipIdent
	WHERE
		/* 11-10-2023 found that there is some time with code=1 (History) that is causing duplication.  code 1 (History) should not be included */
		/* WIP.BillingStatusCode<>3	exclude VOID status transactions */
		WIP.BillingStatusCode IN (0,2)	/* 0=Unbilled 2=Final Billed This excludes 1=History 3=Void 4-8 No longer used 9=Progress */

GO
/****** Object:  View [dbo].[UVW_WIPAgingDetail]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAgingDetail]
AS

	/* IMPORTANT note about this VIEW
		each transaction has 2 applicable dates:
		1) BalanceDate - this date determines if the WIP line balance is included in WIP for a given cutoff date
		2) AgingDate - this date determines how the WIP balance is aged
		strangely, these are very different things

		if you are trying to get totals that match with reports, you need to query by BalanceDate
	*/

	/* wip time, expenses */
	/* note that the criteria for this section should be the same as UVW_WIPAR01Clientident */
	SELECT
		WIP.Clientident
		,WIP.ProjectIdent
		,'W1' AS ttype
		,WIPTypeCode
		,TransactionDate AS BalanceDate
		,TransactionDate AS AgingDate
		,TransactionDate
		,Invoice.InvoiceDateTime
		,Invoice.StatusCode
		,adjamount+SurchargeAmount AS AgingAmount
	FROM wip
		Left Outer Join ServiceCode S ON S.ServiceCodeIdent = WIP.ServiceCodeIdent
		Left Outer Join Invoice ON Invoice.InvoiceIdent = WIP.InvoiceIdent
	WHERE
		wip.WIPTypeCode IN (0,1,2)				/* 0=time 1=expense 2=reimbursable expense */
		and wip.TEStatusCode=3					/* 3=posted */
		and wip.isbillableflag=1				/* 1=billable */
		and wip.billingstatuscode in (0,2)		/* 0=unbilled 1=history 2=final billed 3=void */

	/* wip billed amount */
	/* note that the criteria for this section should be the same as UVW_WIPAR02Clientident */
	UNION ALL
	SELECT
		WIP.clientident
		,WIP.ProjectIdent
		,'W2' AS ttype
		,WIPTypeCode
		,Invoice.InvoiceDateTime AS BalanceDate
		/* per bug 293707, the wip aging date for BILLED wip is based on the invoice date */
		,TransactionDate /* InvoiceDateTime */ AS AgingDate
		,TransactionDate
		,Invoice.InvoiceDateTime
		,Invoice.StatusCode
		,-BilledAmount AS AgingAmount
	FROM wip
		Left Outer Join ServiceCode ON ServiceCode.ServiceCodeIdent = WIP.ServiceCodeIdent
		Left Outer JOIN ClientPractice ON ClientPractice.ClientIdent = WIP.ClientIdent
		Left Outer Join Invoice ON Invoice.InvoiceIdent = WIP.InvoiceIdent
	WHERE
		/* per bug 272104, this report should only consider the wip billed if the invoice is posted */
		Invoice.StatusCode = 1						/* 1=posted */
		AND WIP.WIPTypeCode IN (0,1,2)			/* 0=time 1=expense 2=reimbursable expense */
		AND WIP.BillingStatusCode=2				/* 2=final billed */
		AND WIP.TEStatusCode = 3				/* posted */
		AND WIP.HistoryFlag = 0
		AND WIP.InvoiceIdent IS NOT NULL
		AND (ServiceCode.BillableTypeFlag=1 OR (ServiceCode.BillableTypeFlag=3 AND ClientPractice.IsBillableFlag='T'))

	/* wip progress billed */
	UNION ALL
	SELECT
		WIP.ClientIdent
		,WIP.ProjectIdent
		,'W3' AS ttype
		,WIPTypeCode
		,Invoice.InvoiceDateTime AS BalanceDate
		,TransactionDate /* InvoiceDateTime */ AS AgingDate
		,TransactionDate
		,Invoice.InvoiceDateTime
		,StatusCode
		,-(AdjAmount+SurchargeAmount+ProjsurchargeAmount) AS AgingAmount
	from WIP
		INNER JOIN Invoice WITH (NOLOCK) ON WIP.ProgressInvIntIdent = Invoice.InvoiceIdent 
	WHERE
		/* per bug 272104, this report should only consider the wip billed if the invoice is posted */
		Invoice.StatusCode = 1						/* 1=posted */
		AND WIP.BillingStatusCode NOT IN (1,3)	/* 1=history 3=void */
		AND WIP.TEStatusCode = 3				/* 3=posted */
		AND WIP.WIPTypeCode=3					/* 3=progress */

	/* wip progress apply */
	UNION ALL
	Select
		WIP.ClientIdent
		,WIP.ProjectIdent
		,'W4' AS ttype
		,WIPTypeCode
		,InvoiceDateTime AS BalanceDate
		,TransactionDate /* InvoiceDateTime */ AS AgingDate
		,TransactionDate
		,InvoiceDateTime
		,Invoice.StatusCode
		,(AdjAmount + SurchargeAmount + ProjsurchargeAmount) AS AgingAmount
	from WIP
		INNER JOIN Invoice WITH (NOLOCK) ON WIP.InvoiceIdent = Invoice.InvoiceIdent 
	WHERE
		/* per bug 272104, this report should only consider the wip billed if the invoice is posted */
		Invoice.StatusCode = 1					/* 1=posted */
		AND BillingStatusCode NOT IN (1,3)		/* 1=history 3=void */
		AND WIPTypeCode=3						/* 3=progress */

	/* wip write up-down */
	UNION ALL
	SELECT
		WIP.ClientIdent
		,WIP.ProjectIdent
		,'W5' AS ttype
		,WIPTypeCode
		,Invoice.InvoiceDateTime AS BalanceDate
		,TransactionDate /* InvoiceDateTime */ AS AgingDate
		,TransactionDate
		,Invoice.InvoiceDateTime
		,Invoice.StatusCode
		,ISNULL(wip.BilledAmount,0.00) - ISNULL(wip.AdjAmount,0.00) - ISNULL(wip.SurchargeAmount,0.00) AS AgingAmount
	FROM WIP
		LEFT JOIN ServiceCode ON ServiceCode.ServiceCodeIdent = WIP.ServiceCodeIdent
		LEFT JOIN ClientPractice ON ClientPractice.ClientIdent = WIP.ClientIdent
		LEFT JOIN Invoice ON Invoice.InvoiceIdent = WIP.InvoiceIdent
	WHERE
		WIP.BillingStatusCode = 2				/* 2=billed */
		AND WIP.TEStatusCode = 3				/* 3=posted */
		AND WIP.WIPTypeCode IN (0,1,2)			/* BD 8-22-2019 as far as i know, writeupdown can only occur on time or expense, never on progress */
		AND (ServiceCode.BillableTypeFlag=1 OR (ServiceCode.BillableTypeFlag=3 AND ClientPractice.IsBillableFlag='T'))
		AND Invoice.StatusCode=1				/* 1=posted */
GO
/****** Object:  View [dbo].[UVW_WIPAR06Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR06Clientident]
AS
	/* AR Invoice, sales tax with progress payments */
	SELECT
		ClientIdent
		,InvoiceNumber
		,InvoiceDateTime
		,StdWIPAmount + AdjustmentAmount + ProgressBilledAmount - ProgressApplyAmount AS InvoiceAmount
		,TaxAmount + ProgressTaxAmount - TaxAppAmount - ProgressTaxAppAmount AS SalesTaxAmount
		,StdWIPAmount
		,AdjustmentAmount
		,ProgressBilledAmount
		,ProgressApplyAmount
	FROM INVOICE
	WHERE StatusCode=1	/* posted */
GO
/****** Object:  View [dbo].[UVW_WIPAR07Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR07Clientident]
AS
	/* AR debits, credits, adjustments */
	SELECT
		t1.ClientIdent
		,t1.TransactionDateTime
		,t1.CreditAmount AS CreditAmount
		,t1.Adjustment1Amount AS Adjustment1Amount
		,t1.Amount4 AS Amount4	/* GST write-off */
		,t1.Amount5 AS Amount5	/* write-off */
		,t1.DebitAmount AS DebitAmount
		,t1.Adjustment2Amount AS Adjustment2Amount
	FROM
		(SELECT
			ARTransaction.ClientIdent
			,ARTransaction.TransactionDateTime
			/* AREntryTypeIntCode
				1 = Payment
				2 = Credit Memo
				3 = Credit Adjustment
				4 = GST Write-off
				5 = Write-off
				6 = Debit Memo
				7 = Debit Adjustment */
			/* the AR Reconciliation report uses different columns for these items */
			,CASE WHEN AREntryTypeIntCode=2 THEN amount*(-1) ELSE 0 END AS CreditAmount			/* 2 = credit memo */
			,CASE WHEN AREntryTypeIntCode=3 THEN amount*(-1) ELSE 0 END AS Adjustment1Amount	/* 3 = negative adjustment */
			,CASE WHEN AREntryTypeIntCode=4 THEN amount*(-1) ELSE 0 END AS Amount4				/* 4 = GST write-off */
			,CASE WHEN AREntryTypeIntCode=5 THEN amount*(-1) ELSE 0 END AS Amount5				/* 5 = write-off */
			,CASE WHEN AREntryTypeIntCode=6 THEN amount ELSE 0 END AS DebitAmount				/* 6 = debit memo */
			,CASE WHEN AREntryTypeIntCode=7 THEN amount ELSE 0 END AS Adjustment2Amount			/* 7 = positive adjustment */
			/* the WIPAR Reconciliation report treats this as a single adjustment column */
			/* ,sum(CASE
				/* AREntryTypeIntCode 2=Credit Memo 3=Credit Adjustment */
				WHEN AREntryTypeIntCode IN (2,3) THEN amount*(-1)
				/* AREntryTypeIntCode 6=Debit Memo 7=Debit Adjustment */
				WHEN AREntryTypeIntCode IN (6,7) THEN amount
				ELSE 0 END ) as [AdjustmentAmount] */
		FROM ARTransaction
		WHERE
			/* this had previously been only CorrectionStatusCode=1 */
			/* AND CorrectionStatusCode IN (1,2) */
			CorrectionStatusCode=1
			AND Posted=1

		/* apparently there is additional data that needs to come from ARCHARGES in some cases */
		/* this doesn't make any sense at all, as all fields just return a 0, but I'm leaving
		   it here as documentation/reminder for the future in case it is needed */

		/* 06-21-2024 i'm commenting this out, as it hasn't been needed for several years, and it produces a bunch of 0-amount records
			UNION ALL
			SELECT
				ARCHARGES.ClientIdent
				,ARCHARGES.TransactionDateTime
				,0 AS CreditAmount
				,0 AS Adjustment1Amount
				,0 AS Amount4
				,0 AS Amount5
				,0 AS DebitAmount
				,0 AS Adjustment2Amount
				/* ,SUM(ARChargesAmount) AS [AdjustmentAmount] */
			FROM ARCHARGES
			WHERE AREntryTypeCode IN (8,9)	/* 8=miscellaneous charge 9=handling fee */
		*/

		) AS t1

GO
/****** Object:  View [dbo].[UVW_WIPAR08Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR08Clientident]
AS
	/* AR Charges (includes miscellaneous, handling fee, finance charge */
	SELECT
		ARCharges.ClientIdent
		,TransactionDateTime
		,ARChargesAmount as [Charges]
	from ARCharges
	where
		/* this was previously just code 10=finance charges, but i have found some reports with code 8 and 9 needing to be picked up */
		/* depending on the report, we may need to split out the 8,9,10 at some point to allow separate reporting */
		/* 8 = miscellaneous charge */
		/* 9 = handling fee */
		/* 10 = finance charge */
		AREntryTypeCode IN (8,9,10)
		and CorrectionStatusCode=1
GO
/****** Object:  View [dbo].[UVW_WIPAR09Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR09Clientident]
AS
	/* AR payments */
	SELECT
		t1.ClientIdent,
		t1.TransactionDateTime,
		t1.ReferenceNumber,
		t1.PaymentAmount,
		t1.[Distributed],
		t1.ARChargesIdent,
		t1.InvoiceSalesTaxIdent,
		t1.InvoiceNumber,
		t1.InvoiceSalesTaxNumber
	FROM
		(
		/* payments (Distributed) */
		select
			ARTransaction.ClientIdent,
			ARTRANSACTION.TransactionDateTime,
			ARTRANSACTION.ReferenceNumber,
			ARDISTRIBUTION.DistributionAmount AS PaymentAmount,
			1 AS [Distributed],
			ARDISTRIBUTION.ARChargesIdent,			/* if this is not null, then the payment is applied to some type of miscellaneous charge */
			ARDISTRIBUTION.InvoiceSalesTaxIdent,	/* if this is not null, then the payment is applied to sales tax */
			INVOICE.InvoiceNumber,
			INVSALESTAX.InvoiceNumber AS InvoiceSalesTaxNumber
		FROM ARTransaction
			left join ARDISTRIBUTION on ARDISTRIBUTION.ARIdent=ARTRANSACTION.ARIdent
			left join INVOICE ON INVOICE.InvoiceIdent = ARDISTRIBUTION.InvoiceIdent
			left join INVOICESALESTAX ON INVOICESALESTAX.InvoiceSalesTaxIdent = ARDISTRIBUTION.InvoiceSalesTaxIdent
			left join INVOICE INVSALESTAX ON INVSALESTAX.InvoiceIdent = INVOICESALESTAX.InvoiceIdent
		WHERE
			ARTransaction.AREntryTypeIntCode=1		/* 1=Payment */
			AND ARTransaction.CorrectionStatusCode=1
			AND ARTransaction.Posted=1
			AND ARDISTRIBUTION.ARIdent is not null

		/* Payments (UnDistributed) */
		UNION ALL
		SELECT
			ARTRANSACTION.ClientIdent,
			ARTRANSACTION.TransactionDateTime,
			ARTRANSACTION.ReferenceNumber,
			ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0) AS PaymentAmount,
			0 AS [Distributed],
			NULL AS ARChargesIdent,
			NULL AS InvoiceSalesTaxIdent,
			0 AS InvoiceNumber,
			0 AS InvoiceSalesTaxNumber
		FROM ARTRANSACTION
		WHERE
			ARTransaction.AREntryTypeIntCode = 1		/* 1=Payment */
			AND ARTransaction.CorrectionStatusCode = 1
			AND ARTransaction.Posted=1
			AND ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0
		) AS t1
GO
/****** Object:  View [dbo].[UVW_WIPAR10Clientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPAR10Clientident]
AS
	/* WIP Billed Hours and Amounts */
	SELECT 
		wip.ClientIdent
		,INVOICE.InvoiceDateTime

		/* billed hours */
		/* verified to built-in Client Billing Realization report */
		,wip.[Hours] AS BilledHours

		/* billing amount */
		/* verified to built-in Client Billing Realization report */
		,BilledAmount

	FROM WIP
		LEFT OUTER JOIN INVOICE ON wip.InvoiceIdent = INVOICE.InvoiceIdent
		LEFT OUTER JOIN ServiceCode S ON S.ServiceCodeIdent = WIP.ServiceCodeIdent
		LEFT OUTER JOIN ClientPractice CP ON CP.ClientIdent = WIP.ClientIdent

	WHERE
		INVOICE.StatusCode = 1
		AND WIP.WIPTypeCode IN (0,1,2)
		AND WIP.BillingStatusCode = 2
		AND WIP.TEStatusCode = 3
		AND WIP.HistoryFlag = 0
		AND WIP.InvoiceIdent IS NOT NULL
		AND (S.BillableTypeFlag=1 OR (S.BillableTypeFlag=3 AND CP.IsBillableFlag='T'))
GO
/****** Object:  View [dbo].[UVW_WIPDetailLedger]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPDetailLedger]
AS
	/* 04-12-2021 CREATE OR ALTERd new
		important notes:
		this view was CREATE OR ALTERd specifically to support the WIP Detail Ledger report
		it seems to have some awfully strange conditions for the WHERE clause,
		but it is in agreement with the Axcess built-in report
	*/

	/* 04-12-2021 note to Brent
		the below is working great... but... it could be improved by combining
		the 2 queries below into a single query
		as it stands now, the first query gathers the time/expense records, and the
		second query gets progress records.  these 2 queries follow slightly different
		filter criteria, but could nontheless be combined into a single query
		that accomplishes both purposes in a single SELECT statement
	*/

	/* time/expense (not progress) transactions */
	SELECT
		WIP.clientident,
		WIP.projectident,
		WIP.workstepident,
		WIP.servicecodeident,
		WIP.staffident,
		WIP.wiptypecode,
		WIP.TransactionDate,
		/* 02-11-2025 BD it appears that some expense transactions have a 1.00 in the hours
			which throws off the total hours, so I am forcing this to a 0.00 */
		CASE WHEN WIP.WIPTypeCode=0 THEN WIP.[hours] ELSE 0 END AS [hours],
		WIP.adjrate,
		(WIP.adjamount + WIP.SurchargeAmount + WIP.ProjsurchargeAmount) AS amount
	FROM WIP
	LEFT JOIN Invoice INVOICE1 ON wip.ProgressInvIntIdent = INVOICE1.InvoiceIdent
	LEFT JOIN Invoice INVOICE2 ON wip.InvoiceIdent = INVOICE2.InvoiceIdent
	WHERE
		WIP.WIPTypeCode in (0,1,2)			/* 0=time 1=expense 2=reimbursable expense (no progress) */
		and WIP.TEStatusCode = 3			/* 0=unreleased 1=released 2=reviewed 3=posted */
		and WIP.isbillableflag = 1
		AND (BillingStatusCode = 0 OR (BillingStatusCode=2 AND ISNULL(INVOICE1.StatusCode,0)=0 AND ISNULL(INVOICE2.StatusCode,0)=0))

	UNION ALL

	/* progress bills */
	SELECT
		WIP.clientident,
		WIP.projectident,
		WIP.workstepident,
		WIP.servicecodeident,
		WIP.staffident,
		WIP.WIPTypeCode,
		WIP.TransactionDate,
		0 AS [hours],
		WIP.adjrate,
		-(WIP.adjamount + WIP.SurchargeAmount + WIP.ProjsurchargeAmount) as amount
	FROM wip
	LEFT JOIN INVOICE AS INVOICE1 ON wip.ProgressInvIntIdent = INVOICE1.InvoiceIdent
	WHERE
		WIP.WIPTypeCode = 3					/* 3=progress */
		and WIP.TEStatusCode = 3			/* 0=unreleased 1=released 2=reviewed 3=posted */
		AND WIP.isbillableflag = 1
		AND WIP.BillingStatusCode = 0 AND ISNULL(INVOICE1.StatusCode,0) = 1	/* WIP line is unbilled, but the progress invoice is posted */
GO
/****** Object:  View [dbo].[UVW_WIPSummaryClientident]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER VIEW [dbo].[UVW_WIPSummaryClientident]
AS
	/* this returns a table summary by clientident that has WIP summary totals
	      this query is used as the basis of "Billing Report" and "WIP Summary Report"
	      it is also used to populate the Client selection tab with amounts for
	      Billing worksheet selection
	      WIPGross
	      WIPBilled
	      ProgGross
		  ProgPosted
	   07-17-2019 verified these totals against the built-in Axcess WIP Summary report
	   07-24-2019 bug 186182 - we are NOT going to include any "final billed" WIP even if the invoice is unposted 
	              this will cause a potential discrepancy with built-in reports */

	SELECT
		wip.ClientIdent,
		wip.ProjectIdent,
		wip.WIPTypeCode,
		wip.TransactionDate,
		INVOICE1.InvoiceDateTime AS InvoiceDateTime1,	/* date of progress transactions */
		INVOICE2.InvoiceDateTime AS InvoiceDateTime2	/* date of invoice transactions */

		,(CASE WIPTypeCode
			WHEN 3 THEN 0
			ELSE WIP.[Hours]
			END) AS WIPHours

		/* time/expense gross (does not look at progress transactions) */
		/* "gross" WIP amount (unbilled and billed) */
		,(CASE WIPTypeCode
			WHEN 3 THEN 0	/* exclude progress */
			ELSE
				CASE WHEN BillingStatusCode IN (0,2) THEN	/* 0=Unbilled 1=Final Billed */
					AdjAmount + SurchargeAmount + ProjsurchargeAmount
				ELSE 0 END
			END) AS WIPGross

		/* time/expense billed */
		,(CASE WIPTypeCode
			WHEN 3 THEN	0	/* exclude progress */
			ELSE
				/* if the time is billed, we need to look at invoice status */
				CASE WHEN BillingStatusCode=2 AND ((INVOICE1.StatusCode = 1) OR (INVOICE2.StatusCode = 1)) THEN
					AdjAmount + SurchargeAmount + ProjsurchargeAmount
				ELSE 0 END
			END) AS WIPBilled

		/* progress records */
		,(CASE WIPTypeCode
			WHEN 3 THEN
				CASE WHEN BillingStatusCode = 0 AND ((INVOICE1.StatusCode = 1) OR (INVOICE2.StatusCode = 1)) THEN
					AdjAmount + SurchargeAmount + ProjsurchargeAmount
				ELSE 0 END
			ELSE 0 END) ProgGross

		-- minus progress posted
		,(CASE WIPTypeCode
			WHEN 3 THEN
				CASE WHEN BillingStatusCode = 1 AND ((INVOICE1.StatusCode = 0 ) OR (INVOICE2.StatusCode = 0)) THEN
					AdjAmount + SurchargeAmount + ProjsurchargeAmount
				ELSE 0 END
			ELSE 0 END) AS ProgPosted

		-- count WIP transactions that will show on billing worksheet, even if the amounts are 0
		,(CASE WHEN
				WIPTypeCode IN (0,1,2)			/* 0=time 1=expense 2=reimbursable expense */
				AND BillingStatusCode = 0		/* 0=Unbilled */
				/* bug 201637 added this test to not include WIP lines in the active WIP line count that have been transferred OUT (code 2)
				03/07/2024 - had a long discussion with Nick and Joe about whether it is necessary to filter on TransferStatusCode
					I looked at a number of transaction examples, and came to this conclusion
					1)  If TransferStatusCode=1 (TransferIn), then it has to be included in the report,
						and it is treated just like a normal transaction where the TransferStatusCode=0
					2)  if TransferStatusCode=2 (TransferOut), then the amounts in the record are set to 0
						(hours, stdamount, adjamount, etc) so the record has no effect on reporting				
				*/
				AND TransferStatusCode <> 2
			THEN 1
			ELSE 0 END) AS WipCount

	FROM WIP
	/* bug 197487 it appears that various queries are including WIP that has been
		applied to an invoice or progress invoice, and subsequently reversed
		so I'm adding a test on both of the JOIN's below to exclude reversed invoices (StatusCode=3) */
	/* bug 199404 similar to above, the query is showing things that are in unposted StatusCode
		so I'm making yet another change so that the query will only look at invoices that are in 
		status 1 (posted) or 2 (rebilled).  It will exclude status 0 (unposted) and 3 (reversed) */
	LEFT JOIN Invoice INVOICE1 WITH (NOLOCK) ON wip.ProgressInvIntIdent = INVOICE1.InvoiceIdent
	LEFT JOIN Invoice INVOICE2 WITH (NOLOCK) ON wip.InvoiceIdent = INVOICE2.InvoiceIdent

	WHERE
		IsBillableFlag = 1			/* billable */
		AND TEStatusCode = 3		/* posted */
GO
/****** Object:  StoredProcedure [dbo].[USP_AddIndexes]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_AddIndexes]
AS
BEGIN
	SET NOCOUNT ON;

	CREATE NONCLUSTERED INDEX [IDX_DAU001] ON [dbo].[ARTRANSACTION]
	(
		[CorrectionStatusCode] ASC,
		[TransactionDateTime] ASC,
		[AREntryTypeIntCode] ASC
	)
	INCLUDE ( 	[ARIdent],
		[ClientIdent],
		[PostedDateTime],
		[ReferenceDateTime],
		[Amount],
		[ReferenceNumber]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU002] ON [dbo].[CLIENTCRS]
	(
		[FirmClientStaffAssignmentDescription] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[StaffIdent]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU003] ON [dbo].[ARTRANSACTION]
	(
		[CorrectionStatusCode] ASC,
		[TransactionDateTime] ASC
	)
	INCLUDE ( 	[ARIdent],
		[ClientIdent],
		[PostedByStaffIdent],
		[PostedDateTime],
		[ReferenceDateTime],
		[AREntryTypeIntCode],
		[Amount],
		[ReferenceNumber]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU004] ON [dbo].[ARCHARGES]
	(
		[TransactionDateTime] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[PostedByStaffIdent],
		[PostedDateTime],
		[ReferenceDateTime],
		[AREntryTypeCode],
		[ARChargesAmount],
		[ReferenceNumber]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU005] ON [dbo].[CLIENT]
	(
		[DeleteFlag] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[ClientIdSubId],
		[ClientSortName]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU006] ON [dbo].[WIP]
	(
		[TEStatusCode] ASC,
		[IsBillableFlag] ASC,
		[TransactionDate] ASC,
		[BillingStatusCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[AdjAmount],
		[SurchargeAmount],
		[ProjsurchargeAmount],
		[WIPTypeCode]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU007] ON [dbo].[WIP]
	(
		[BillingStatusCode] ASC,
		[TEStatusCode] ASC,
		[WIPTypeCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[ServiceCodeIdent],
		[InvoiceIdent],
		[BilledAmount]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU008] ON [dbo].[WIP]
	(
		[WIPTypeCode] ASC,
		[BillingStatusCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[InvoiceIdent],
		[AdjAmount],
		[SurchargeAmount],
		[ProjsurchargeAmount]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU009] ON [dbo].[WIP]
	(
		[TEStatusCode] ASC,
		[IsBillableFlag] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[ProgressInvIntIdent],
		[InvoiceIdent],
		[TransactionDate],
		[AdjAmount],
		[SurchargeAmount],
		[ProjsurchargeAmount],
		[WIPTypeCode],
		[BillingStatusCode],
		[TransferStatusCode]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU010] ON [dbo].[CLIENT]
	(
		[ClientIdSubId] ASC
	)WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU011] ON [dbo].[WIP]
	(
		[BillingStatusCode] ASC,
		[TEStatusCode] ASC,
		[WIPTypeCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[ServiceCodeIdent],
		[InvoiceIdent],
		[Hours],
		[Cost],
		[BilledAmount]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU012] ON [dbo].[WIP]
	(
		[InvoiceIdent] ASC,
		[BillingStatusCode] ASC,
		[TEStatusCode] ASC,
		[WIPTypeCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[ServiceCodeIdent],
		[Hours],
		[Cost],
		[BilledAmount]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU013] ON [dbo].[WIP]
	(
		[WIPTypeCode] ASC,
		[Hours] ASC,
		[BillingStatusCode] ASC
	)
	INCLUDE ( 	[StaffIdent],
		[ServiceCodeIdent],
		[TransactionDate],
		[PostedDateTime],
		[TEStatusCode],
		[IsBillableFlag]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU014] ON [dbo].[INVOICE]
	(
		[StatusCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[InvoiceDateTime],
		[StdWIPAmount],
		[AdjustmentAmount],
		[TaxAmount],
		[ProgressBilledAmount],
		[ProgressApplyAmount],
		[ProgressTaxAmount],
		[ProgressTaxAppAmount]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU015] ON [dbo].[WIP]
	(
		[TEStatusCode] ASC,
		[IsBillableFlag] ASC,
		[TransactionDate] ASC,
		[BillingStatusCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[Hours],
		[AdjAmount],
		[SurchargeAmount],
		[ProjsurchargeAmount],
		[WIPTypeCode]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU016] ON [dbo].[WIP]
	(
		[WIPTypeCode] ASC,
		[TEStatusCode] ASC,
		[TransactionDate] ASC,
		[BillingStatusCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[StaffIdent],
		[Hours],
		[AdjAmount],
		[IsBillableFlag]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU017] ON [dbo].[WIP]
	(
		[TEStatusCode] ASC,
		[BillingStatusCode] ASC
	)
	INCLUDE ( 	[WIPIdent],
		[ClientIdent],
		[ServiceCodeIdent],
		[InvoiceIdent],
		[TransactionDate],
		[WIPTypeCode]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU018] ON [dbo].[WIP]
	(
		[TEStatusCode] ASC,
		[BillingStatusCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[ServiceCodeIdent],
		[InvoiceIdent],
		[TransactionDate],
		[BilledAmount],
		[WIPTypeCode],
		[HistoryFlag]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU019] ON [dbo].[WIP]
	(
		[WIPTypeCode] ASC,
		[TEStatusCode] ASC,
		[IsBillableFlag] ASC,
		[TransactionDate] ASC,
		[BillingStatusCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[StaffIdent],
		[ServiceCodeIdent],
		[ProjectIdent],
		[WorkstepIdent],
		[ProgressInvIntIdent],
		[InvoiceIdent],
		[Hours],
		[AdjRate],
		[AdjAmount],
		[SurchargeAmount],
		[ProjsurchargeAmount]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU020] ON [dbo].[WIP]
	(
		[TEStatusCode] ASC,
		[IsBillableFlag] ASC,
		[TransactionDate] ASC,
		[WIPTypeCode] ASC,
		[BillingStatusCode] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[StaffIdent],
		[ServiceCodeIdent],
		[ProjectIdent],
		[WorkstepIdent],
		[ProgressInvIntIdent],
		[InvoiceIdent],
		[Hours],
		[AdjRate],
		[AdjAmount],
		[SurchargeAmount],
		[ProjsurchargeAmount]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]

	CREATE NONCLUSTERED INDEX [IDX_DAU021] ON [dbo].[WIP]
	(
		[BillingStatusCode] ASC,
		[TEStatusCode] ASC,
		[IsBillableFlag] ASC,
		[TransactionDate] ASC
	)
	INCLUDE ( 	[ClientIdent],
		[ProgressInvIntIdent],
		[InvoiceIdent],
		[AdjAmount],
		[SurchargeAmount],
		[ProjsurchargeAmount],
		[WIPTypeCode]) WITH (PAD_INDEX = OFF, STATISTICS_NORECOMPUTE = OFF, SORT_IN_TEMPDB = OFF, DROP_EXISTING = OFF, ONLINE = OFF, ALLOW_ROW_LOCKS = ON, ALLOW_PAGE_LOCKS = ON) ON [PRIMARY]
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ARAging]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ARAging]
	@mEnddate DATETIME,
	@mShowFC bit = 1,
	@mBucketdays int = 30,	/* was 180 */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN
	SET NOCOUNT ON;
	declare @mAddone as int = 0	/* this adds one day to aging days, it appears some versions of the built-in reports require an extra day */

	/* this section CREATE OR ALTERs a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent=t1.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1,
		Client.ClientIdSubId,
		Client.ClientSortName,
		t1.AgingAmount,
		t1.T01,
		t1.T02,
		t1.T03,
		t1.T04
	FROM

		(SELECT
			ClientIdent,
			SUM(AgingAmount) AS AgingAmount,
			SUM(CASE WHEN DATEDIFF(d,AgingBucketDate,@mEnddate) BETWEEN 0                                 AND (@mBucketdays * 1 + @mAddone) THEN AgingAmount ELSE 0 END) as T01,
			SUM(CASE WHEN DATEDIFF(d,AgingBucketDate,@mEnddate) BETWEEN (@mBucketdays * 1 + 1 + @mAddone) AND (@mBucketdays * 2 + @mAddone) THEN AgingAmount ELSE 0 END) as T02,
			SUM(CASE WHEN DATEDIFF(d,AgingBucketDate,@mEnddate) BETWEEN (@mBucketdays * 2 + 1 + @mAddone) AND (@mBucketdays * 3 + @mAddone) THEN AgingAmount ELSE 0 END) as T03,
			/* 06-25-2020 bug fix oddly enough, it appears that anything that has a NEGATIVE aging days is bucketed into the OLDEST aging
				  category by CCH Axcess report. This doesn't really make logical sense, but i'm doing this to make reports match */
			SUM(CASE WHEN DATEDIFF(d,AgingBucketDate,@mEnddate) < 0 OR DATEDIFF(d,AgingBucketDate,@mEnddate) >= (@mBucketdays * 3 + 1 + @mAddone) THEN AgingAmount ELSE 0 END) as T04
		FROM UVW_ARAgingDetail
		WHERE
			/* 06-25-2020 bug fix.  the filtering date must be set to BalanceDate in order to match CCH Axcess report total */
			/* AgingBucketDate */ BalanceDate <= @mEnddate
			AND (CASE WHEN document LIKE 'FC%' OR applyto LIKE 'FC%' THEN @mShowFC ELSE 1 END) = 1
		GROUP BY ClientIdent
		) AS t1

	LEFT JOIN CLIENT ON CLIENT.ClientIdent=t1.ClientIdent
	LEFT JOIN CLIENTCRS ON CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF ON CLIENTCRS.StaffIdent = STAFF.StaffIdent

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1
		AND (t1.AgingAmount <> 0)
		/* AND (t1.T01 <> 0 OR t1.T02 <> 0 OR t1.T03 <> 0 OR t1.T04 <> 0) */

	ORDER BY CRS1,ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ARAvgDaysToPay]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ARAvgDaysToPay]
	@mBegdate DATE,
	@mEnddate DATE,
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN
	SET NOCOUNT ON;

	/* this section CREATE OR ALTERs a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent=ar1.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1
		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName
		,ar1.AppliedTo							/* invoice number, underlying field is Invoice.InvoiceNumber */
		,ar1.paymentdate						/* individual payment posting date, underlying field is ARTransaction.PostedDateTime */
		,ar1.InvoiceDateTime					/* original invoice date, underlying field is Invoice.InvoiceDateTime */
		,ar1.pmtamount							/* individual payment amount, this field flows from [UVW_ARComponentDetail] */
		,ar1.TransactionType					/* 4=Payment 5=Credit 6=Debit 7=Writeoff 8=Adjustment, this field flows from [UVW_ARComponentDetail] */
		,ar1.invamount							/* original invoice amount */
		,ar1.invoicetitle
	FROM [UVW_ARAvgDaysToPay] ar1
	LEFT JOIN CLIENT on ar1.ClientIdent = CLIENT.ClientIdent
	LEFT JOIN CLIENTCRS ON CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF ON CLIENTCRS.StaffIdent = STAFF.StaffIdent
	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1
		AND ar1.InvoiceDateTime BETWEEN @mBegdate AND @mEnddate		/* invoice date range */
		AND CLIENT.DeleteFlag = 'F'
	ORDER BY
		CLIENT.ClientIdSubId,ar1.InvoiceDateTime,ar1.AppliedTo,ar1.paymentdate
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ARBalanceListing]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ARBalanceListing]
	@mEnddate DATETIME
AS
BEGIN
	SET NOCOUNT ON;
	SELECT
		client.ClientIdSubId,
		client.ClientSortName,
		UVW_ARComponentDetail.*
	FROM UVW_ARComponentDetail
	LEFT JOIN client on client.ClientIdent = UVW_ARComponentDetail.clientident
	WHERE
		transactiondate <= @mEnddate
		AND amount<>0.00
	ORDER BY ClientIdSubId,UVW_ARComponentDetail.transactiondate
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ARComponent]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ARComponent]
	@mBegdate DATE,
	@mEnddate DATE
AS
BEGIN
	SET NOCOUNT ON;

	/* this CREATE OR ALTERs an AR balance query by AR "component"
		there's no built-in report that shows this as such, but these components are used for AR Aging
		and it is a good diagnostic tool for any A/R balance type report */

	SELECT
		client.ClientIdSubId,
		client.ClientSortName,
		ISNULL(t1.BeginBalance,0.00) AS BeginBalance,
		ISNULL(t2.Invoice,0.00) AS Invoice,
		ISNULL(t2.SalesTax,0.00) AS SalesTax,
		ISNULL(t2.FinChg,0.00) AS FinChg,
		ISNULL(t2.PmtsDistributed,0.00) AS PmtsDistributed,
		ISNULL(t2.PmtsUndistributed,0.00) AS PmtsUndistributed,
		ISNULL(t2.Adj23Distributed,0.00) AS Adj23Distributed,
		ISNULL(t2.Adj67Distributed,0.00) AS Adj67Distributed,
		ISNULL(t2.Adj23Undistributed,0.00) AS Adj23Undistributed,
		ISNULL(t2.Adj67Undistributed,0.00) AS Adj67Undistributed,
		ISNULL(t2.AdjOther,0.00) as AdjOther,
		ISNULL(t2.WriteOffDistributed,0.00) as WriteOffDistributed,
		ISNULL(t2.WriteOffUndistributed,0.00) AS WriteOffUndistributed

	FROM CLIENT

	LEFT JOIN
		(SELECT
			clientident,
			sum(amount) AS BeginBalance
		FROM UVW_ARComponentDetail
		WHERE TransactionDate < @mBegdate
		GROUP BY clientident
		) AS t1
		ON CLIENT.ClientIdent = t1.ClientIdent

	LEFT JOIN
		/* transactions in the current period split out in columns by transaction type
			note.....the transaction type is defined by UVW_ARComponentDetail, but not
			directly by the database table itself */
		(SELECT
			clientident,
			[1] AS Invoice,
			[2] AS SalesTax,
			[3] AS FinChg,
			[4] AS PmtsDistributed,
			[5] AS PmtsUndistributed,
			[6] AS Adj23Distributed,
			[7] AS Adj67Distributed,
			[8] AS Adj23Undistributed,
			[9] AS Adj67Undistributed,
			[10] AS AdjOther,
			[11] AS WriteOffDistributed,
			[12] AS WriteOffUndistributed
		FROM   
			(SELECT Amount, clientident, transactiontype
			FROM UVW_ARComponentDetail
			WHERE TransactionDate BETWEEN @mBegdate AND @mEnddate
			) p  
		PIVOT  
			(SUM(Amount) 
			FOR TransactionType IN  
			( [1], [2], [3], [4], [5], [6], [7], [8], [9], [10], [11], [12] )  
			) AS pvt
		) AS t2
		ON CLIENT.ClientIdent = t2.ClientIdent

	WHERE
		(ISNULL(t1.BeginBalance,0) <> 0
		OR t2.Invoice <> 0
		OR t2.SalesTax <> 0
		OR t2.FinChg <> 0
		OR t2.PmtsDistributed <> 0
		OR t2.PmtsUndistributed <> 0
		OR t2.Adj23Distributed <> 0
		OR t2.Adj23Undistributed <> 0
		OR t2.Adj67Distributed <> 0
		OR t2.Adj67Undistributed <> 0
		OR t2.AdjOther <> 0
		OR t2.WriteOffDistributed <> 0
		OR t2.WriteOffUndistributed <> 0)

	ORDER BY CLIENT.ClientIdSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_ARFinanceCharges]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ARFinanceCharges]
	@mBegdate DATE = '01/01/1900',
	@mEnddate DATE,
	@mFCOnly CHAR(1) = 'F'			/* set to F to exclude deleted, or set to T to include deleted */
AS
BEGIN

	SET NOCOUNT ON;

	SELECT
		CLIENT.ClientOfficeName,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		T1.*
	FROM
		(SELECT
			ClientIdent,
			/* 06-29-2023 this appears to be giving the wrong Finance Charge balance,
				because there can be AppliedType=10 transactions that are not related to Finance Charges
			SUM(CASE WHEN TransactionType<>3 AND appliedtype<>10 THEN amount ELSE 0 END) AS ARBalance1,
			SUM(CASE WHEN TransactionType=3 OR appliedtype=10 THEN amount ELSE 0 END) AS FinChgBalance,  */
			/* 06-29-2023 so, I am going to change the above lines to look at the AppliedTo field
				and report anything with an FC as a finance charge
			SUM(CASE WHEN TransactionType=3 OR AppliedTo LIKE 'FC%' THEN 0 ELSE Amount END) AS ARBalance1,
			SUM(CASE WHEN TransactionType=3 OR AppliedTo LIKE 'FC%' THEN Amount ELSE 0 END) AS FinChgBalance, */
			/* 10-11-2023 yet another change to try and fix the finance charge column */
			SUM(CASE WHEN (AppliedTo LIKE 'FC%') OR (TransactionType=11 AND AppliedType=10) THEN 0 ELSE Amount END) AS ARBalance1,
			SUM(CASE WHEN (AppliedTo LIKE 'FC%') OR (TransactionType=11 AND AppliedType=10) THEN Amount ELSE 0 END) AS FinChgBalance,

			SUM(amount) AS ARBalance2
		FROM UVW_ARComponentDetail
		WHERE TransactionDate BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident
		HAVING SUM(amount)<>0) T1
	LEFT JOIN CLIENT ON T1.ClientIdent = CLIENT.ClientIdent
	WHERE (CASE WHEN @mFCOnly='F' THEN 1 ELSE CASE WHEN FinCHGBalance=ARBalance2 THEN 1 ELSE 0 END END) = 1
	ORDER BY CLIENT.ClientOfficeName,CLIENT.ClientIdSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_ARPaymentsCredits]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ARPaymentsCredits]
	@mBegdate DATETIME,
	@mEnddate DATETIME,
	@mBegdateInvoice DATETIME,
	@mEnddateInvoice DATETIME,
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = '',	/* if a specified list of CRS staff is selected, this will contain the list */
	@mOffice VARCHAR(64)
AS
BEGIN
	SET NOCOUNT ON;

	/* this section CREATE OR ALTERs a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent = UVW_ARRegister.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1,
		ClientIdSubId,
		ClientSortName,
		UVW_ARRegister.*,
		CASE UVW_ARRegister.AREntryTypeIntCode
			WHEN 1 THEN 'Payment'
			WHEN 2 THEN 'Cr Memo'
			WHEN 3 THEN 'Cr Adj'
			WHEN 4 THEN 'GST WO'
			WHEN 5 THEN 'W/O'
			WHEN 6 THEN 'Dr Memo'
			WHEN 7 THEN 'Dr Adj'
		END AS AREntryType
	FROM UVW_ARRegister
	LEFT JOIN CLIENT ON CLIENT.ClientIdent = UVW_ARRegister.ClientIdent
	LEFT JOIN CLIENTCRS ON CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle
	LEFT JOIN STAFF ON CLIENTCRS.StaffIdent = STAFF.StaffIdent
	WHERE
		AREntryTypeIntCode IN (1,2,3,4,5)
		AND UVW_ARRegister.Posted = 1		/* per bug 295968, we should only include posted transactions in this report */
		AND TransactionDateTime BETWEEN @mBegdate AND @mEnddate
		AND InvoiceDateTime BETWEEN @mBegdateInvoice AND @mEnddateInvoice
		AND (CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1	
		AND CASE WHEN @mOffice='All' THEN CLIENT.ClientOfficeName ELSE @mOffice END = CLIENT.ClientOfficeName
	ORDER BY
		ClientIdSubId,TransactionDateTime,ReferenceNumber,AppliedTo
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ARReconciliation]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ARReconciliation]
	@mBegdate1 AS DATE,						/* current balance date range */
	@mEnddate1 AS DATE,						/* current balance date range */
	@mSortOrder AS INT = 0,					/* 0 = sort by clientid, 1 = sort by clientsortname */
	@mIncludeDeleted CHAR(1) = 'F',			/* set to F to exclude deleted, or set to T to include deleted */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN
	DECLARE @mBegdate0 DATE = '01/01/1900'				/* prior balance date range begin */
	DECLARE @mEnddate0 DATE = DATEADD(d,-1,@mBegdate1)	/* prior balance date range end */

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent = T1.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1,
		[CLIENT].ClientIdSubId,
		[Client].ClientSortName,
		t1.*

	FROM
		(SELECT
			t00.ClientIdent

			/* prior period amounts */
			,ISNULL(wipar06_prev.invoiceamount,0.00) as p_invoiceamount
			,ISNULL(wipar06_prev.salestaxamount,0.00) AS p_salestaxamount
			,ISNULL(wipar07_prev.creditamount,0.00) AS p_creditamount
			,ISNULL(wipar07_prev.debitamount,0.00) AS p_debitamount
			,ISNULL(wipar07_prev.adjustment1amount,0.00) AS p_adjustment1amount
			,ISNULL(wipar07_prev.adjustment2amount,0.00) AS p_adjustment2amount
			,ISNULL(wipar07_prev.Amount5,0.00) AS p_amount5	/* write-off */
			,ISNULL(wipar08_prev.charges,0.00) AS p_charges
			,ISNULL(wipar09_prev.PaymentAmount,0.00) AS p_paymentamount

			/* current period amounts */
			,ISNULL(wipar06_curr.invoiceamount,0.00) as c_invoiceamount
			,ISNULL(wipar06_curr.salestaxamount,0.00) AS c_salestaxamount
			,ISNULL(wipar07_curr.creditamount,0.00) AS c_creditamount
			,ISNULL(wipar07_curr.debitamount,0.00) AS c_debitamount

			/* for reconciliation report, we add adjustment1amount + adjustment2amount = Adjust column */
			,ISNULL(wipar07_curr.adjustment1amount,0.00) AS c_adjustment1amount
			,ISNULL(wipar07_curr.adjustment2amount,0.00) AS c_adjustment2amount

			/* write-off */
			,ISNULL(wipar07_curr.Amount5,0.00) AS c_amount5
			,ISNULL(wipar08_curr.charges,0.00) AS c_charges
			,ISNULL(wipar09_curr.PaymentAmount,0.00) AS c_paymentamount

		FROM
			/* this is the main report driver select */
			(SELECT
				clientident
			FROM CLIENT
			) AS t00

		/* previous ar invoice */
		LEFT JOIN
			(SELECT
				ClientIdent
				,SUM(InvoiceAmount) AS InvoiceAmount
				,SUM(SalesTaxAmount) AS SalesTaxAmount
			FROM UVW_WIPAR06Clientident
			WHERE InvoiceDateTime BETWEEN @mBegdate0 and @mEnddate0
			GROUP BY ClientIdent
			) as wipar06_prev ON wipar06_prev.Clientident = t00.ClientIdent

		/* previous credit memos, debit memos, adjustments */
		LEFT JOIN
			(SELECT
				ClientIdent
				,SUM(CreditAmount) AS CreditAmount
				,SUM(Adjustment1Amount) AS Adjustment1Amount
				,SUM(Amount4) AS Amount4	/* GST write-off */
				,SUM(Amount5) AS Amount5	/* write-off */
				,SUM(DebitAmount) AS DebitAmount
				,SUM(Adjustment2Amount) AS Adjustment2Amount
			FROM UVW_WIPAR07Clientident
			WHERE transactiondatetime BETWEEN @mBegdate0 AND @mEnddate0
			GROUP BY ClientIdent
			) as wipar07_prev ON wipar07_prev.Clientident = t00.ClientIdent

		/* previous ar fin chg */
		LEFT JOIN
			(SELECT
				ClientIdent
				,sum(Charges) as [Charges]
			from UVW_WIPAR08Clientident
			where TransactionDateTime BETWEEN @mBegdate0 and @mEnddate0
			GROUP BY Clientident
			) as wipar08_prev ON wipar08_prev.Clientident = t00.ClientIdent

		/* previous ar payments */
		LEFT JOIN
			(SELECT
				ClientIdent,
				SUM(PaymentAmount) AS PaymentAmount
			FROM UVW_WIPAR09Clientident
			WHERE TransactionDateTime BETWEEN @mBegdate0 AND @mEnddate0
			GROUP BY clientident
			) AS wipar09_prev ON wipar09_prev.Clientident = t00.Clientident

		/* current ar invoice */
		LEFT JOIN
			(SELECT
				ClientIdent
				,SUM(InvoiceAmount) AS InvoiceAmount
				,SUM(SalesTaxAmount) AS SalesTaxAmount
			FROM UVW_WIPAR06Clientident
			WHERE InvoiceDateTime BETWEEN @mBegdate1 and @mEnddate1
			GROUP BY ClientIdent
			) as wipar06_curr ON wipar06_curr.Clientident = t00.ClientIdent

		/* current credit memos, debit memos, adjustments */
		LEFT JOIN
			(SELECT
				ClientIdent
				,SUM(CreditAmount) AS CreditAmount
				,SUM(Adjustment1Amount) AS Adjustment1Amount
				,SUM(Amount4) AS Amount4	/* GST write-off */
				,SUM(Amount5) AS Amount5	/* write-off */
				,SUM(DebitAmount) AS DebitAmount
				,SUM(Adjustment2Amount) AS Adjustment2Amount
			FROM UVW_WIPAR07Clientident
			WHERE transactiondatetime BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY ClientIdent
			) as wipar07_curr ON wipar07_curr.Clientident = t00.ClientIdent

		/* current ar fin chg */
		LEFT JOIN
			(SELECT
				ClientIdent
				,sum(Charges) as [Charges]
			from UVW_WIPAR08Clientident
			where TransactionDateTime BETWEEN @mBegdate1 and @mEnddate1
			GROUP BY Clientident
			) as wipar08_curr ON wipar08_curr.Clientident = t00.ClientIdent

		/* current ar payments */
		LEFT JOIN
			(SELECT
				ClientIdent,
				SUM(PaymentAmount) AS PaymentAmount
			FROM UVW_WIPAR09Clientident
			WHERE TransactionDateTime BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY clientident
			) AS wipar09_curr ON wipar09_curr.Clientident = t00.Clientident

		) AS t1

	LEFT JOIN CLIENT ON t1.ClientIdent=client.ClientIdent
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	WHERE
		(t1.p_invoiceamount + t1.p_salestaxamount + t1.p_creditamount + t1.p_debitamount + t1.p_adjustment1amount + t1.p_adjustment2amount + t1.p_charges + t1.p_paymentamount <> 0
			or t1.c_invoiceamount <> 0
			or t1.c_salestaxamount <> 0
			or t1.c_debitamount <> 0
			or t1.c_creditamount <> 0
			or (t1.c_adjustment1amount + t1.c_adjustment2amount) <> 0
			or t1.c_charges <> 0
			or t1.c_paymentamount <> 0)
		AND (CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1	
		AND (CLIENT.DeleteFlag = 'F' OR CLIENT.DeleteFlag = @mIncludeDeleted)

	ORDER BY
		CRS1,CASE WHEN @mSortOrder=0 THEN ClientIdSubId ELSE ClientSortName END

END
GO
/****** Object:  StoredProcedure [dbo].[USP_ARRegister]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ARRegister]
	@mBegdate DATETIME,
	@mEnddate DATETIME,
	@mFilter INT = 0	/* 0=All or any other number selects AREntryTypeIntCode from the list below */
AS
BEGIN
	SET NOCOUNT ON;

	SELECT
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		STAFF.StaffName,
		CASE UVW_ARRegister.AREntryTypeIntCode
			WHEN 1 THEN 'Payment'
			WHEN 2 THEN 'Cr Memo'
			WHEN 3 THEN 'Cr Adj'
			WHEN 4 THEN 'Gwrite-off'
			WHEN 5 THEN 'Write-off'
			WHEN 6 THEN 'Dr Memo'
			WHEN 7 THEN 'Dr Adj'
			/* note that the Miscellaneous Charge code is NOT documented for the ARTRANSACTION table
			   these transactions are documented as being in the ARCHARGES table, but it seems that
			   Miscellaneous Charges are actually recorded in the ARTRANSACTION table
			   the query below is looking in both tables for this transaction type */
			WHEN 8 THEN 'Misc Chg'
			WHEN 9 THEN 'Hdlg Fee'
			WHEN 10 THEN 'Fin Chg'
			ELSE 'Error'
		END AS AREntryType,
		UVW_ARRegister.*

	FROM [dbo].[UVW_ARRegister]
	LEFT JOIN CLIENT ON Client.ClientIdent = UVW_ARRegister.ClientIdent
	LEFT JOIN STAFF ON STAFF.StaffIdent = UVW_ARRegister.PostedByStaffIdent

	WHERE
		transactiondatetime between @mBegdate and @mEnddate
			AND (CASE WHEN @mFilter = 0 THEN 1 ELSE (CASE WHEN AREntryTypeIntCode = @mFilter THEN 1 ELSE 0 END) END) = 1
			AND CLIENT.DeleteFlag = 'F'

	ORDER BY
		TransactionDateTime,AREntryType,CLIENT.ClientSortName

END
GO
/****** Object:  StoredProcedure [dbo].[USP_ARUndistributed]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ARUndistributed]
	@mEnddate DATETIME
AS
BEGIN
	SET NOCOUNT ON;

	/* show all undistributed payment items */
	SELECT
		client.ClientIdSubId,
		client.ClientSortName,
		t1.ARIdent,
		t1.TransactionDateTime,
		ISNULL(invoice.InvoiceNumber,'') AS InvoiceNumber,
		t1.Amount,	/* the original payment amount */
		ISNULL(ARDISTRIBUTION.Distributionamount,0.00) AS DistributionAmount
	FROM
		/* this query returns ALL undistributed payments */
		(SELECT
			ARIdent,
			ClientIdent,
			TransactionDateTime,
			Amount		/* this provides the "starting point" of the undistributed amount */
		FROM ARTRANSACTION
		WHERE
			ARTRANSACTION.AREntryTypeIntCode = 1		/* payment */
			AND ARTRANSACTION.CorrectionStatusCode = 1	/* new entry */
			AND ARTRANSACTION.Posted = 1
			AND ARTRANSACTION.amount - ISNULL((select sum(DistributionAmount) FROM ARDISTRIBUTION where arident=ARTRANSACTION.arident),0)<>0) AS t1
	LEFT JOIN CLIENT ON CLIENT.ClientIdent = t1.ClientIdent
	LEFT JOIN ARDISTRIBUTION ON ARDISTRIBUTION.ARIdent = t1.ARIdent
	LEFT JOIN INVOICE ON ARDISTRIBUTION.InvoiceIdent = INVOICE.InvoiceIdent
	ORDER BY
		client.ClientIdSubId,
		t1.TransactionDateTime,
		t1.arident,
		INVOICE.InvoiceNumber

END
GO
/****** Object:  StoredProcedure [dbo].[USP_Bankedhours]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_Bankedhours]
	@mStartdate date,
	@mEnddate date
AS
BEGIN
	SET NOCOUNT ON;

	SELECT
		STAFF.StaffIdentifier,
		STAFF.ReportName,
		BankedHoursDateTime,
		case when HoursType='Bank' then BankedHoursBalance else 0 end AS compbanked,
		case when HoursType='Use' then -BankedHoursBalance else 0 end AS compused
	FROM BANKEDHOURS
	INNER JOIN STAFF ON BANKEDHOURS.StaffIdent=STAFF.StaffIdent
	-- note....must use this CONVERT function to get a "date only"
	-- since the BankedHoursDateTime has both a date and time component,
	-- which messes up the use of BETWEEN
	WHERE CONVERT(date,BankedHoursDateTime) BETWEEN @mStartdate AND @mEnddate
	ORDER BY STAFF.ReportName,STAFF.StaffIdentifier,BankedHoursDateTime

END
GO
/****** Object:  StoredProcedure [dbo].[USP_BilledDetail]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_BilledDetail]
	@mBegindate DATE,
	@mEnddate DATE,
	@mCRSTitle varchar(32)
AS BEGIN
	select
		CRSStaff.StaffIdentifier AS CRS
		,CLIENT.ClientBusinessUnitName
		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName
		,CLIENT.LineofBusiness
		,UVW_WIPAR02Clientident.InvoiceDateTime
		,UVW_WIPAR02Clientident.InvoiceNumber
		,UVW_WIPAR02Clientident.BilledAmount
		,STAFF.StaffLastName
		,SERVICECODE.ServiceCodeID
		,UVW_WIPAR02Clientident.Hours
		,UVW_WIPAR02Clientident.StdAmount
		,UVW_WIPAR02Clientident.AdjAmount
		,UVW_WIPAR02Clientident.BilledAmount - UVW_WIPAR02Clientident.AdjAmount AS Adjustments
	from UVW_WIPAR02Clientident
		LEFT JOIN SERVICECODE ON UVW_WIPAR02Clientident.ServiceCodeIdent = SERVICECODE.ServiceCodeIdent
		LEFT JOIN CLIENT on UVW_WIPAR02Clientident.ClientIdent = CLIENT.ClientIdent
		LEFT JOIN CLIENTCRS ON CLIENT.ClientIdent=CLIENTCRS.ClientIdent and CLIENTCRS.FirmClientStaffAssignmentName = @mCRSTitle
		LEFT JOIN STAFF CRSStaff ON CLIENTCRS.StaffIdent = CRSStaff.StaffIdent
		LEFT JOIN STAFF ON UVW_WIPAR02Clientident.StaffIdent = STAFF.StaffIdent
	where InvoiceDateTime BETWEEN @mBegindate and @mEnddate
		AND UVW_WIPAR02Clientident.InvoiceStatusCode = 1	/* 1=Posted */
	ORDER BY
		UVW_WIPAR02Clientident.InvoiceNumber,STAFF.StaffLastName
END
GO
/****** Object:  StoredProcedure [dbo].[USP_BillingAnalysisComparative]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_BillingAnalysisComparative]
	@PYFDate DATE,
	@PYTDate DATE,
	@CYFDate DATE,
	@CYTDate DATE,
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN
	SET NOCOUNT ON;

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent=CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		ISNULL(p1.[Hours],0.00) AS p_Hours,
		ISNULL(p1.BilledAmount,0.00) AS p_BilledAmount,
		ISNULL(p2.ProgressBilledAmount,0.00) AS p_ProgressBilledAmount,
		ISNULL(p3.ProgressApplyAmount,0.00) AS p_ProgressApplyAmount,
		ISNULL(p4.WriteUpDownAmount,0.00) AS p_WriteUpDownAmount,
		ISNULL(c1.[Hours],0.00) AS c_Hours,
		ISNULL(c1.BilledAmount,0.00) AS c_BilledAmount,
		ISNULL(c2.ProgressBilledAmount,0.00) AS c_ProgressBilledAmount,
		ISNULL(c3.ProgressApplyAmount,0.00) AS c_ProgressApplyAmount,
		ISNULL(c4.WriteUpDownAmount,0.00) AS c_WriteUpDownAmount

	FROM CLIENT

	LEFT JOIN
		/* prior period WIP billed */
		(SELECT
			clientident
			,SUM([hours]) AS [Hours]
			,SUM([BilledAmount]) AS [BilledAmount]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN @PYFDate AND @PYTDate
			AND InvoiceStatusCode = 1
		GROUP BY clientident) as p1 ON p1.Clientident = CLIENT.ClientIdent

	/* prior period wip progress billed */
	LEFT JOIN
		(SELECT
			ClientIdent
			,sum([ProgressBilledAmount]) AS ProgressBilledAmount
		FROM UVW_WIPAR03Clientident
		WHERE InvoiceDateTime BETWEEN @PYFDate AND @PYTDate
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS p2 ON p2.Clientident = CLIENT.ClientIdent

	/* prior period wip progress apply */
	LEFT JOIN
		(Select
			ClientIdent
			,sum([ProgressApplyAmount]) AS ProgressApplyAmount
		FROM UVW_WIPAR04Clientident
		WHERE InvoiceDateTime BETWEEN @PYFDate AND @PYTDate
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS p3 ON p3.Clientident = CLIENT.ClientIdent

	/* prior period wip write up-down */
	LEFT JOIN
		(SELECT
			ClientIdent
			,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime BETWEEN @PYFDate AND @PYTDate
			and InvoiceStatusCode=1
		GROUP BY clientident) AS p4 ON p4.Clientident = CLIENT.ClientIdent

	LEFT JOIN
		/* current period WIP billed */
		(SELECT
			clientident
			,SUM([hours]) AS [Hours]
			,SUM([BilledAmount]) AS [BilledAmount]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN @CYFDate AND @CYTDate
			AND InvoiceStatusCode = 1
		GROUP BY clientident) as c1 ON c1.Clientident = CLIENT.ClientIdent

	/* current period wip progress billed */
	LEFT JOIN
		(SELECT
			ClientIdent
			,sum([ProgressBilledAmount]) AS ProgressBilledAmount
		FROM UVW_WIPAR03Clientident
		WHERE InvoiceDateTime BETWEEN @CYFDate AND @CYTDate
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS c2 ON c2.Clientident = CLIENT.ClientIdent

	/* current period wip progress apply */
	LEFT JOIN
		(Select
			ClientIdent
			,sum([ProgressApplyAmount]) AS ProgressApplyAmount
		FROM UVW_WIPAR04Clientident
		WHERE InvoiceDateTime BETWEEN @CYFDate AND @CYTDate
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS c3 ON c3.Clientident = CLIENT.ClientIdent

	/* prior period wip write up-down */
	LEFT JOIN
		(SELECT
			ClientIdent
			,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime BETWEEN @CYFDate AND @CYTDate
			and InvoiceStatusCode=1
		GROUP BY clientident) AS c4 ON c4.Clientident = CLIENT.ClientIdent

	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1	
		AND (CLIENT.DeleteFlag = 'F' /* OR CLIENT.DeleteFlag = @mIncludeDeleted */)
		AND (
			p1.BilledAmount <> 0
			OR p2.ProgressBilledAmount <> 0
			OR p3.ProgressApplyAmount <> 0
			OR p4.WriteUpDownAmount <> 0
			OR c1.BilledAmount <> 0
			OR c2.ProgressBilledAmount <> 0
			OR c3.ProgressApplyAmount <> 0
			OR c4.WriteUpDownAmount <> 0
			)

	ORDER BY ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_BillingRegister]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_BillingRegister]
AS
BEGIN
	-- SET NOCOUNT ON added to prevent extra result sets from
	-- interfering with SELECT statements.
	SET NOCOUNT ON;

	SELECT
		client.ClientIdSubId,
		client.ClientSortName,

		invoice.InvoiceNumber,
		invoice.InvoiceDateTime,

		w.TransactionDate,
		w.StdAmount,
		w.AdjAmount,
		w.BilledAmount,
		w.ProgressBilledAmount,
		w.ProgressApplyAmount,
		w.WriteUpDownAmount,

		STAFF.StaffIdentifier,
		SERVICECODE.ServiceCodeID

	FROM UVW_BillingRegister w
	LEFT JOIN INVOICE ON w.InvoiceIdent=INVOICE.InvoiceIdent
	LEFT JOIN CLIENT on invoice.ClientIdent=client.ClientIdent
	LEFT JOIN STAFF ON w.StaffIdent=staff.StaffIdent
	LEFT JOIN SERVICECODE ON w.ServiceCodeIdent=SERVICECODE.ServiceCodeIdent

	ORDER BY ClientIdSubId,w.TransactionDate
END
GO
/****** Object:  StoredProcedure [dbo].[USP_BillingReport]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_BillingReport]
	@mBegdate AS varchar(10),
	@mEnddate AS varchar(10),
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN
	/* for pm column references, balance against StoredProcedure [dbo].[vpm_rpt_BillingRptMultiLevelSort] */

	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		T00.StaffName AS CRS1,
		T00.StaffLastName,
		T00.StaffFirstName,

		CLIENT.ClientOfficeName,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName

		/* column 1 holds a total of previous period net WIP AND Current time and expenses only */
		,ISNULL(b01.time,0.00)
			+ISNULL(b01.expenses,0.00)
			-ISNULL(b02.BilledAmount,0.00)
			-ISNULL(b03.ProgressBilledAmount,0.00)
			+ISNULL(b04.ProgressApplyAmount,0.00)
			+ISNULL(b05.WriteUpDownAmount,0.00)
			+ISNULL(t01.time,0.00)
			+ISNULL(t01.expenses,0.00) AS WIPAvailable

		/* column 2 holds a total of Current billed and Current Write Up/Down */
		,ISNULL(t02.BilledAmount,0.00)
			+ISNULL(t03.ProgressBilledAmount,0.00)
			-ISNULL(t04.ProgressApplyAmount,0.00)
			-ISNULL(t05.WriteUpDownAmount,0.00) AS WIPBilled

		/* column 3 is a calculated WIP Remaining amount (WIPAvailable - WIPBilled) */

		/* column 4 is a calculated Percent Billed amount (WIPBilled / WIPAvailable) */

		/* column 5 is Invoiced w/Progress */
		,ISNULL(t02.BilledAmount,0.00)
			+ ISNULL(t03.ProgressBilledAmount,0.00)
			- ISNULL(t04.ProgressApplyAmount,0.00) AS InvoicedWithProg

		/* column 6 is realization percentage w/Progress */

		/* column 7 is Invoiced w/o Progress */
		,ISNULL(t02.BilledAmount,0.00) AS BilledAmount

		/* column 8 is realization percentage w/o Progress */

		/* column 9 is write up/down */
		,ISNULL(t05.WriteUpDownAmount,0.00) AS WriteUpDownAmount

	FROM CLIENT

	outer apply
		(SELECT TOP 1 StaffIdentifier,StaffName,StaffLastName,StaffFirstName
		FROM CLIENTCRS
		INNER JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
		WHERE ClientIdent=CLIENT.ClientIdent AND FirmClientStaffAssignmentName=@mCRSTitle) T00


	/* beginning balance WIP transactions */
	LEFT JOIN
		(SELECT
			Clientident
			,sum([time]) as [time]
			,sum([expenses]) as [expenses]
		FROM UVW_WIPAR01Clientident
		WHERE transactiondate BETWEEN '01/01/1900' AND DATEADD(d,-1,@mBegdate)
		GROUP BY clientident) AS b01 ON b01.ClientIdent = CLIENT.ClientIdent

	LEFT JOIN
		(SELECT clientident,SUM([BilledAmount]) AS [BilledAmount]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN '01/01/1900' AND DATEADD(d,-1,@mBegdate)
		GROUP BY clientident) AS b02 ON b02.ClientIdent = CLIENT.ClientIdent

	LEFT JOIN
		(SELECT ClientIdent,sum([ProgressBilledAmount]) AS ProgressBilledAmount
		FROM UVW_WIPAR03Clientident
		WHERE InvoiceDateTime BETWEEN '01/01/1900' AND DATEADD(d,-1,@mBegdate)
		GROUP BY clientident) AS b03 ON b03.ClientIdent = CLIENT.ClientIdent

	LEFT JOIN
		(Select ClientIdent,sum([ProgressApplyAmount]) AS ProgressApplyAmount
		FROM UVW_WIPAR04Clientident
		WHERE InvoiceDateTime BETWEEN '01/01/1900' AND DATEADD(d,-1,@mBegdate)
		GROUP BY clientident) AS b04 ON b04.ClientIdent = CLIENT.ClientIdent

	LEFT JOIN
		(SELECT ClientIdent,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime BETWEEN '01/01/1900' AND DATEADD(d,-1,@mBegdate)
		GROUP BY clientident) AS b05 ON b05.ClientIdent = CLIENT.ClientIdent

	/* current WIP transactions */
	LEFT JOIN
		(SELECT
			Clientident
			,sum([time]) as [time]
			,sum([expenses]) as [expenses]
		FROM UVW_WIPAR01Clientident
		WHERE transactiondate BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) AS t01 ON t01.ClientIdent = CLIENT.ClientIdent

	LEFT JOIN
		(SELECT clientident,SUM([BilledAmount]) AS [BilledAmount]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) AS t02 ON t02.ClientIdent = CLIENT.ClientIdent

	LEFT JOIN
		(SELECT ClientIdent,sum([ProgressBilledAmount]) AS ProgressBilledAmount
		FROM UVW_WIPAR03Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) AS t03 ON t03.ClientIdent = CLIENT.ClientIdent

	LEFT JOIN
		(Select ClientIdent,sum([ProgressApplyAmount]) AS ProgressApplyAmount
		FROM UVW_WIPAR04Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) AS t04 ON t04.ClientIdent = CLIENT.ClientIdent

	LEFT JOIN
		(SELECT ClientIdent,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
			/* 04/11/2024 note...the "WIP/AR Reconciliation Report" has an additional line below
				so if they have unposted invoices, it can result in different Write Up/Dn balance */
			--and InvoiceStatusCode=1	/* write up/down is only included if the invoice is posted */
		GROUP BY clientident) AS t05 ON t05.ClientIdent = CLIENT.ClientIdent

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(T00.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1

		AND (
		ISNULL(b01.time,0.00)
			+ISNULL(b01.expenses,0.00)
			-ISNULL(b02.BilledAmount,0.00)
			-ISNULL(b03.ProgressBilledAmount,0.00)
			+ISNULL(b04.ProgressApplyAmount,0.00)
			+ISNULL(b05.WriteUpDownAmount,0.00)
			+ISNULL(t01.time,0.00)
			+ISNULL(t01.expenses,0.00)<>0
		OR ISNULL(t02.BilledAmount,0.00)
			+ISNULL(t03.ProgressBilledAmount,0.00)
			-ISNULL(t04.ProgressApplyAmount,0.00)
			-ISNULL(t05.WriteUpDownAmount,0.00)<>0
		OR ISNULL(b01.time,0.00)
			+ISNULL(b01.expenses,0.00)
			-ISNULL(b02.BilledAmount,0.00)
			-ISNULL(b03.ProgressBilledAmount,0.00)
			+ISNULL(b04.ProgressApplyAmount,0.00)
			+ISNULL(b05.WriteUpDownAmount,0.00)
			+ISNULL(t01.time,0.00)
			+ISNULL(t01.expenses,0.00)
			/* minus WIPBilled */
			- (ISNULL(t02.BilledAmount,0.00)
				+ISNULL(t03.ProgressBilledAmount,0.00)
				-ISNULL(t04.ProgressApplyAmount,0.00)
				-ISNULL(t05.WriteUpDownAmount,0.00)) <>0
		OR ISNULL(t02.BilledAmount,0.00)
			+ ISNULL(t03.ProgressBilledAmount,0.00)
			- ISNULL(t04.ProgressApplyAmount,0.00)<>0
		OR ISNULL(t02.BilledAmount,0.00)<>0
		OR ISNULL(t05.WriteUpDownAmount,0.00)<>0)

	ORDER BY CRS1,CLIENT.ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_BillingsByState]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_BillingsByState]
	@mBegdate DATE,
	@mEnddate DATE,
	@mReporttype BIT = 0,	/* 0=Billings 1=Payments */
	@mState VARCHAR(3)='ALL'
AS
BEGIN

	SET NOCOUNT ON;

	SELECT
		CLIENT.ClientId,
		CLIENT.ClientSubId,
		CLIENT.ClientSortName,
		A1.AddressLine1,
		A1.CityName,
		A1.StateProvinceCode,
		A1.PostalCode,
		t1.TransactionDateTime,
		t1.ReferenceNumber,
		t1.Amount
	FROM CLIENT

	LEFT JOIN
		(
		/* invoices */
		SELECT
			0 AS TransType,
			ClientIdent,
			InvoiceDateTime AS TransactionDateTime,
			InvoiceNumber AS ReferenceNumber,
			InvoiceAmount+SalesTaxAmount AS Amount
		FROM UVW_WIPAR06Clientident
		WHERE InvoiceDateTime between @mBegdate and @mEnddate
		UNION
		/* payments */
		SELECT
			1 AS TransType,
			ClientIdent,
			TransactionDateTime,
			ReferenceNumber,
			PaymentAmount AS Amount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime between @mBegdate and @mEnddate
		) t1
		ON t1.ClientIdent=CLIENT.ClientIdent

	OUTER APPLY
		(SELECT TOP 1 *
		FROM CLIENTADDRESS
		WHERE CLIENTADDRESS.ReferenceIdent = CLIENT.ClientIdent
			AND AddressIdentCategoryType='Client'
			AND MailingAddressFlag='T') A1

	WHERE CASE WHEN @mState='ALL'
		THEN 1
		ELSE
			CASE WHEN ISNULL(A1.StateProvinceCode,'')=@mState
			THEN 1
			ELSE 0
			END
		END=1
		AND t1.TransType=@mReporttype

	ORDER BY a1.StateProvinceCode,CLIENT.ClientIdSubId,t1.TransactionDateTime

END
GO
/****** Object:  StoredProcedure [dbo].[USP_BillingWorksheetClients1]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_BillingWorksheetClients1]
	@mActiveBegDate DATE,
	@mActiveEndDate DATE,
	@mDeleted BIT = 0,							/* include deleted */
	@mCRSTitle VARCHAR(64) = 'All',				/* if a specified CRS position is selected, this will contain the title (e.g. Parmary Partner, Bill Manager, etc */
	@mCRSStaffIdentifierList VARCHAR(MAX) = '',	/* if a specified list of CRS staff is selected, this will contain the list of selected staff to be parsed below */
	@mClientOfficeName VARCHAR(64) = 'All'		/* this will either be 'All' or the specific office name */
AS
BEGIN
	/* this query is used to generate a list of clients for selection from the
	   billing worksheet screen.
	   per requirement from Axcess product development,
	   the query is filtered so that it will include clients that have WIP lines, but a 0 balance
	   note that this query is essentially identical to the WIPSummary report */
	SET NOCOUNT ON;

	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mCRSStaffIdentifierList)

	SELECT DISTINCT
		CASE WHEN @mCRSTitle='All' THEN '' ELSE STAFF.StaffIdentifier END AS StaffIdentifier,
		CLIENT.ClientIdent,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortname,
		0 AS StaffIdent,	/* not used for most reports, but there is a custom report that needs a StaffIdent column to identify the project biller */
		'' AS ReportName,	/* not used for most reports, but there is a custom report that needs a ReportName column to identify the project biller */
		t1.WipAvailable,
		t1.ProgressBills,
		t1.WipRemaining,
		t1.WipCount

	FROM
		/* this gets WIP summary totals by clientident */
		(SELECT
			ClientIdent,
			SUM(WipGross - WipBilled) AS WipAvailable,
			SUM(ProgGross - ProgPosted) AS ProgressBills,
			SUM(WipGross - WipBilled - ProgGross + ProgPosted) AS WipRemaining,
			SUM(WipCount) AS WipCount
		FROM UVW_WIPSummaryClientident
		WHERE transactiondate BETWEEN @mActiveBegDate AND @mActiveEndDate
		GROUP BY clientident
		) AS t1
	LEFT JOIN CLIENT ON CLIENT.ClientIdent = t1.ClientIdent
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1
		AND (CASE WHEN @mDeleted = 1 THEN 'F' ELSE CLIENT.DeleteFlag END) = 'F'
		AND (CASE WHEN @mClientOfficeName = 'All' THEN 1 ELSE CASE WHEN CLIENT.ClientOfficeName = @mClientOfficeName THEN 1 ELSE 0 END END) = 1
		AND (t1.WipAvailable<>0 OR t1.ProgressBills<>0 OR t1.WipRemaining<>0 OR t1.wipcount<>0)

	ORDER BY
		CASE WHEN @mCRSTitle='All' THEN '' ELSE STAFF.StaffIdentifier END,ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_BillingWorksheetSection1]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_BillingWorksheetSection1]
	@mActiveBegDate AS date
	,@mActiveEndDate AS date
	,@mClientIdSubId AS nvarchar(129)
	,@mCRSBiller AS varchar(64) = 'Default'		-- this will be the firm-configured CRS title for the biller of the client
	,@mCRSPPartner AS varchar(64) = 'Default'		-- this will be the firm-configured CRS title for the owner of the client 
AS BEGIN

-- this is used in some of the queries where the transaction MONTH/YEAR are used
DECLARE @mHistoryYear0 AS INTEGER = YEAR(GETDATE()) - 0
DECLARE @mHistoryYear1 AS INTEGER = YEAR(GETDATE()) - 1
DECLARE @mHistoryYear2 AS INTEGER = YEAR(GETDATE()) - 2

-- current year begin/end dates
DECLARE @BegDate01 AS DATE = DATEADD(yy,-0,DATEADD(yy,DATEDIFF(yy,0,GETDATE()),0))					/* returns 01-01-2019 when run in 2019 */
DECLARE @EndDate01 AS DATE = CAST(DATEADD(YEAR,  DATEDIFF(YEAR, -1, GETDATE() ) - 0, -1) AS DATE)	/* returns 12-31-2019 when run in 2019 */

-- prior year begin/end dates
DECLARE @BegDate02 AS DATE = DATEADD(yy,-1,DATEADD(yy,DATEDIFF(yy,0,GETDATE()),0))					/* returns 01-01-2018 when run in 2019 */
DECLARE @EndDate02 AS DATE = CAST(DATEADD(YEAR, DATEDIFF(YEAR, -2, GETDATE() ) - 1, -1) AS DATE)	/* returns 12-31-2018 when run in 2019 */

-- prior year 2 begin/end dates
DECLARE @BegDate03 AS DATE = DATEADD(yy,-2,DATEADD(yy,DATEDIFF(yy,0,GETDATE()),0))					/* returns 01-01-2017 when run in 2019 */
DECLARE @EndDate03 AS DATE = CAST(DATEADD(YEAR, DATEDIFF(YEAR, -3, GETDATE() ) - 1, -1) AS DATE)	/* returns 12-31-2017 when run in 2019 */

/* staff titles used for report filtering/printing
   note that this "title" can vary by firm, so i am using a customized value stored in FirmOptions
   where the report user has to define which firm tile is used as the primary partner and
   billing manager. this value does NOT come from axcess itself */
DECLARE @bmTitle AS varchar(64)
IF @mCRSBiller = 'Default'
	-- if a title was NOT passed in for the biller, then grab the CRS title from firm options
	SET @bmTitle = (SELECT [value] FROM FirmOptions WHERE name = 'BMCRS')	-- billing manager
ELSE
	-- if a title was passed in for the biller, use that title
	SET @bmTitle = @mCRSBiller

DECLARE @ppTitle AS varchar(64)
IF @mCRSPPartner = 'Default'
	SET @ppTitle = (SELECT [value] FROM FirmOptions WHERE name = 'PPCRS')	-- primary partner
ELSE
	SET @ppTitle = @mCRSPPartner

--DECLARE @ppTitle AS varchar(64) = (SELECT [value] FROM FirmOptions WHERE name = 'PPCRS')	-- primary partner
--DECLARE @bmTitle AS varchar(64) = (SELECT [value] FROM FirmOptions WHERE name = 'BMCRS')	-- billing manager
--DECLARE @spTitle AS varchar(64) = (SELECT [value] FROM FirmOptions WHERE name = 'SPCRS')	-- secondary partner
--DECLARE @rpTitle AS varchar(64) = (SELECT [value] FROM FirmOptions WHERE name = 'RPCRS')	-- responsible person
--DECLARE @mgTitle AS varchar(64) = (SELECT [value] FROM FirmOptions WHERE name = 'MGCRS')	-- manager
--DECLARE @trTitle AS varchar(64) = (SELECT [value] FROM FirmOptions WHERE name = 'TRCRS')	-- tax reviewer
--DECLARE @tpTitle AS varchar(64) = (SELECT [value] FROM FirmOptions WHERE name = 'TPCRS')	-- tax preparer

-- define current year date buckets
DECLARE @CYDate00 AS DATE = DATEADD(mm, 0,@BegDate01)
DECLARE @CYDate01 AS DATE = DATEADD(mm, 1,@BegDate01)
DECLARE @CYDate02 AS DATE = DATEADD(mm, 2,@BegDate01)
DECLARE @CYDate03 AS DATE = DATEADD(mm, 3,@BegDate01)
DECLARE @CYDate04 AS DATE = DATEADD(mm, 4,@BegDate01)
DECLARE @CYDate05 AS DATE = DATEADD(mm, 5,@BegDate01)
DECLARE @CYDate06 AS DATE = DATEADD(mm, 6,@BegDate01)
DECLARE @CYDate07 AS DATE = DATEADD(mm, 7,@BegDate01)
DECLARE @CYDate08 AS DATE = DATEADD(mm, 8,@BegDate01)
DECLARE @CYDate09 AS DATE = DATEADD(mm, 9,@BegDate01)
DECLARE @CYDate10 AS DATE = DATEADD(mm,10,@BegDate01)
DECLARE @CYDate11 AS DATE = DATEADD(mm,11,@BegDate01)
DECLARE @CYDate12 AS DATE = DATEADD(mm,12,@BegDate01)

-- previous year date buckets
DECLARE @PYDate00 AS DATE = DATEADD(mm, 0,@BegDate02)
DECLARE @PYDate01 AS DATE = DATEADD(mm, 1,@BegDate02)
DECLARE @PYDate02 AS DATE = DATEADD(mm, 2,@BegDate02)
DECLARE @PYDate03 AS DATE = DATEADD(mm, 3,@BegDate02)
DECLARE @PYDate04 AS DATE = DATEADD(mm, 4,@BegDate02)
DECLARE @PYDate05 AS DATE = DATEADD(mm, 5,@BegDate02)
DECLARE @PYDate06 AS DATE = DATEADD(mm, 6,@BegDate02)
DECLARE @PYDate07 AS DATE = DATEADD(mm, 7,@BegDate02)
DECLARE @PYDate08 AS DATE = DATEADD(mm, 8,@BegDate02)
DECLARE @PYDate09 AS DATE = DATEADD(mm, 9,@BegDate02)
DECLARE @PYDate10 AS DATE = DATEADD(mm,10,@BegDate02)
DECLARE @PYDate11 AS DATE = DATEADD(mm,11,@BegDate02)
DECLARE @PYDate12 AS DATE = DATEADD(mm,12,@BegDate02)

-- prior year 2 date buckets
DECLARE @QYDate00 AS DATE = DATEADD(mm, 0,@BegDate03)
DECLARE @QYDate01 AS DATE = DATEADD(mm, 1,@BegDate03)
DECLARE @QYDate02 AS DATE = DATEADD(mm, 2,@BegDate03)
DECLARE @QYDate03 AS DATE = DATEADD(mm, 3,@BegDate03)
DECLARE @QYDate04 AS DATE = DATEADD(mm, 4,@BegDate03)
DECLARE @QYDate05 AS DATE = DATEADD(mm, 5,@BegDate03)
DECLARE @QYDate06 AS DATE = DATEADD(mm, 6,@BegDate03)
DECLARE @QYDate07 AS DATE = DATEADD(mm, 7,@BegDate03)
DECLARE @QYDate08 AS DATE = DATEADD(mm, 8,@BegDate03)
DECLARE @QYDate09 AS DATE = DATEADD(mm, 9,@BegDate03)
DECLARE @QYDate10 AS DATE = DATEADD(mm,10,@BegDate03)
DECLARE @QYDate11 AS DATE = DATEADD(mm,11,@BegDate03)
DECLARE @QYDate12 AS DATE = DATEADD(mm,12,@BegDate03)

SELECT
	/* Section 1 - general client info name, status, address, etc */
	section1.*

	/* Section 4 - current year monthly totals WIP production */
	,ISNULL(CY01WipProdAmt,0.00) AS CY01WipProdAmt
	,ISNULL(CY02WipProdAmt,0.00) AS CY02WipProdAmt
	,ISNULL(CY03WipProdAmt,0.00) AS CY03WipProdAmt
	,ISNULL(CY04WipProdAmt,0.00) AS CY04WipProdAmt
	,ISNULL(CY05WipProdAmt,0.00) AS CY05WipProdAmt
	,ISNULL(CY06WipProdAmt,0.00) AS CY06WipProdAmt
	,ISNULL(CY07WipProdAmt,0.00) AS CY07WipProdAmt
	,ISNULL(CY08WipProdAmt,0.00) AS CY08WipProdAmt
	,ISNULL(CY09WipProdAmt,0.00) AS CY09WipProdAmt
	,ISNULL(CY10WipProdAmt,0.00) AS CY10WipProdAmt
	,ISNULL(CY11WipProdAmt,0.00) AS CY11WipProdAmt
	,ISNULL(CY12WipProdAmt,0.00) AS CY12WipProdAmt

	/* Section 4 - current year monthly totals invoice amount */
	,ISNULL(CY01InvAmt,0.00) AS CY01InvAmt
	,ISNULL(CY02InvAmt,0.00) AS CY02InvAmt
	,ISNULL(CY03InvAmt,0.00) AS CY03InvAmt
	,ISNULL(CY04InvAmt,0.00) AS CY04InvAmt
	,ISNULL(CY05InvAmt,0.00) AS CY05InvAmt
	,ISNULL(CY06InvAmt,0.00) AS CY06InvAmt
	,ISNULL(CY07InvAmt,0.00) AS CY07InvAmt
	,ISNULL(CY08InvAmt,0.00) AS CY08InvAmt
	,ISNULL(CY09InvAmt,0.00) AS CY09InvAmt
	,ISNULL(CY10InvAmt,0.00) AS CY10InvAmt
	,ISNULL(CY11InvAmt,0.00) AS CY11InvAmt
	,ISNULL(CY12InvAmt,0.00) AS CY12InvAmt

	/* Section 4 - current year monthly totals write up/down */
	,ISNULL(CY01WriteUpDown,0.00) AS CY01WriteUpDown
	,ISNULL(CY02WriteUpDown,0.00) AS CY02WriteUpDown
	,ISNULL(CY03WriteUpDown,0.00) AS CY03WriteUpDown
	,ISNULL(CY04WriteUpDown,0.00) AS CY04WriteUpDown
	,ISNULL(CY05WriteUpDown,0.00) AS CY05WriteUpDown
	,ISNULL(CY06WriteUpDown,0.00) AS CY06WriteUpDown
	,ISNULL(CY07WriteUpDown,0.00) AS CY07WriteUpDown
	,ISNULL(CY08WriteUpDown,0.00) AS CY08WriteUpDown
	,ISNULL(CY09WriteUpDown,0.00) AS CY09WriteUpDown
	,ISNULL(CY10WriteUpDown,0.00) AS CY10WriteUpDown
	,ISNULL(CY11WriteUpDown,0.00) AS CY11WriteUpDown
	,ISNULL(CY12WriteUpDown,0.00) AS CY12WriteUpDown

	/* Section 4 - prior year monthly totals WIP production */
	,ISNULL(PY01WipProdAmt,0.00) AS PY01WipProdAmt
	,ISNULL(PY02WipProdAmt,0.00) AS PY02WipProdAmt
	,ISNULL(PY03WipProdAmt,0.00) AS PY03WipProdAmt
	,ISNULL(PY04WipProdAmt,0.00) AS PY04WipProdAmt
	,ISNULL(PY05WipProdAmt,0.00) AS PY05WipProdAmt
	,ISNULL(PY06WipProdAmt,0.00) AS PY06WipProdAmt
	,ISNULL(PY07WipProdAmt,0.00) AS PY07WipProdAmt
	,ISNULL(PY08WipProdAmt,0.00) AS PY08WipProdAmt
	,ISNULL(PY09WipProdAmt,0.00) AS PY09WipProdAmt
	,ISNULL(PY10WipProdAmt,0.00) AS PY10WipProdAmt
	,ISNULL(PY11WipProdAmt,0.00) AS PY11WipProdAmt
	,ISNULL(PY12WipProdAmt,0.00) AS PY12WipProdAmt

	/* Section 4 - prior year monthly totals invoice amount */
	,ISNULL(PY01InvAmt,0.00) AS PY01InvAmt
	,ISNULL(PY02InvAmt,0.00) AS PY02InvAmt
	,ISNULL(PY03InvAmt,0.00) AS PY03InvAmt
	,ISNULL(PY04InvAmt,0.00) AS PY04InvAmt
	,ISNULL(PY05InvAmt,0.00) AS PY05InvAmt
	,ISNULL(PY06InvAmt,0.00) AS PY06InvAmt
	,ISNULL(PY07InvAmt,0.00) AS PY07InvAmt
	,ISNULL(PY08InvAmt,0.00) AS PY08InvAmt
	,ISNULL(PY09InvAmt,0.00) AS PY09InvAmt
	,ISNULL(PY10InvAmt,0.00) AS PY10InvAmt
	,ISNULL(PY11InvAmt,0.00) AS PY11InvAmt
	,ISNULL(PY12InvAmt,0.00) AS PY12InvAmt

	/* Section 4 - prior year monthly totals write up/down */
	,ISNULL(PY01WriteUpDown,0.00) AS PY01WriteUpDown
	,ISNULL(PY02WriteUpDown,0.00) AS PY02WriteUpDown
	,ISNULL(PY03WriteUpDown,0.00) AS PY03WriteUpDown
	,ISNULL(PY04WriteUpDown,0.00) AS PY04WriteUpDown
	,ISNULL(PY05WriteUpDown,0.00) AS PY05WriteUpDown
	,ISNULL(PY06WriteUpDown,0.00) AS PY06WriteUpDown
	,ISNULL(PY07WriteUpDown,0.00) AS PY07WriteUpDown
	,ISNULL(PY08WriteUpDown,0.00) AS PY08WriteUpDown
	,ISNULL(PY09WriteUpDown,0.00) AS PY09WriteUpDown
	,ISNULL(PY10WriteUpDown,0.00) AS PY10WriteUpDown
	,ISNULL(PY11WriteUpDown,0.00) AS PY11WriteUpDown
	,ISNULL(PY12WriteUpDown,0.00) AS PY12WriteUpDown

	/* Section 4 - prior year 2 monthly totals WIP production */
	,ISNULL(QY01WipProdAmt,0.00) AS QY01WipProdAmt
	,ISNULL(QY02WipProdAmt,0.00) AS QY02WipProdAmt
	,ISNULL(QY03WipProdAmt,0.00) AS QY03WipProdAmt
	,ISNULL(QY04WipProdAmt,0.00) AS QY04WipProdAmt
	,ISNULL(QY05WipProdAmt,0.00) AS QY05WipProdAmt
	,ISNULL(QY06WipProdAmt,0.00) AS QY06WipProdAmt
	,ISNULL(QY07WipProdAmt,0.00) AS QY07WipProdAmt
	,ISNULL(QY08WipProdAmt,0.00) AS QY08WipProdAmt
	,ISNULL(QY09WipProdAmt,0.00) AS QY09WipProdAmt
	,ISNULL(QY10WipProdAmt,0.00) AS QY10WipProdAmt
	,ISNULL(QY11WipProdAmt,0.00) AS QY11WipProdAmt
	,ISNULL(QY12WipProdAmt,0.00) AS QY12WipProdAmt

	/* Section 4 - prior year 2 monthly totals invoice amount */
	,ISNULL(QY01InvAmt,0.00) AS QY01InvAmt
	,ISNULL(QY02InvAmt,0.00) AS QY02InvAmt
	,ISNULL(QY03InvAmt,0.00) AS QY03InvAmt
	,ISNULL(QY04InvAmt,0.00) AS QY04InvAmt
	,ISNULL(QY05InvAmt,0.00) AS QY05InvAmt
	,ISNULL(QY06InvAmt,0.00) AS QY06InvAmt
	,ISNULL(QY07InvAmt,0.00) AS QY07InvAmt
	,ISNULL(QY08InvAmt,0.00) AS QY08InvAmt
	,ISNULL(QY09InvAmt,0.00) AS QY09InvAmt
	,ISNULL(QY10InvAmt,0.00) AS QY10InvAmt
	,ISNULL(QY11InvAmt,0.00) AS QY11InvAmt
	,ISNULL(QY12InvAmt,0.00) AS QY12InvAmt

	/* Section 4 - prior year 2 monthly totals write up/down */
	,ISNULL(QY01WriteUpDown,0.00) AS QY01WriteUpDown
	,ISNULL(QY02WriteUpDown,0.00) AS QY02WriteUpDown
	,ISNULL(QY03WriteUpDown,0.00) AS QY03WriteUpDown
	,ISNULL(QY04WriteUpDown,0.00) AS QY04WriteUpDown
	,ISNULL(QY05WriteUpDown,0.00) AS QY05WriteUpDown
	,ISNULL(QY06WriteUpDown,0.00) AS QY06WriteUpDown
	,ISNULL(QY07WriteUpDown,0.00) AS QY07WriteUpDown
	,ISNULL(QY08WriteUpDown,0.00) AS QY08WriteUpDown
	,ISNULL(QY09WriteUpDown,0.00) AS QY09WriteUpDown
	,ISNULL(QY10WriteUpDown,0.00) AS QY10WriteUpDown
	,ISNULL(QY11WriteUpDown,0.00) AS QY11WriteUpDown
	,ISNULL(QY12WriteUpDown,0.00) AS QY12WriteUpDown

	/* Section 6 - current year monthly totals AR Payments */
	,ISNULL(Section6_01.PaymentAmount,0.00) AS CY01PmtsSum
	,ISNULL(Section6_02.PaymentAmount,0.00) AS CY02PmtsSum
	,ISNULL(Section6_03.PaymentAmount,0.00) AS CY03PmtsSum
	,ISNULL(Section6_04.PaymentAmount,0.00) AS CY04PmtsSum
	,ISNULL(Section6_05.PaymentAmount,0.00) AS CY05PmtsSum
	,ISNULL(Section6_06.PaymentAmount,0.00) AS CY06PmtsSum
	,ISNULL(Section6_07.PaymentAmount,0.00) AS CY07PmtsSum
	,ISNULL(Section6_08.PaymentAmount,0.00) AS CY08PmtsSum
	,ISNULL(Section6_09.PaymentAmount,0.00) AS CY09PmtsSum
	,ISNULL(Section6_10.PaymentAmount,0.00) AS CY10PmtsSum
	,ISNULL(Section6_11.PaymentAmount,0.00) AS CY11PmtsSum
	,ISNULL(Section6_12.PaymentAmount,0.00) AS CY12PmtsSum

	/* Section 6 - prior year monthly totals AR Payments */
	,ISNULL(Section6_13.PaymentAmount,0.00) AS PY01PmtsSum
	,ISNULL(Section6_14.PaymentAmount,0.00) AS PY02PmtsSum
	,ISNULL(Section6_15.PaymentAmount,0.00) AS PY03PmtsSum
	,ISNULL(Section6_16.PaymentAmount,0.00) AS PY04PmtsSum
	,ISNULL(Section6_17.PaymentAmount,0.00) AS PY05PmtsSum
	,ISNULL(Section6_18.PaymentAmount,0.00) AS PY06PmtsSum
	,ISNULL(Section6_19.PaymentAmount,0.00) AS PY07PmtsSum
	,ISNULL(Section6_20.PaymentAmount,0.00) AS PY08PmtsSum
	,ISNULL(Section6_21.PaymentAmount,0.00) AS PY09PmtsSum
	,ISNULL(Section6_22.PaymentAmount,0.00) AS PY10PmtsSum
	,ISNULL(Section6_23.PaymentAmount,0.00) AS PY11PmtsSum
	,ISNULL(Section6_24.PaymentAmount,0.00) AS PY12PmtsSum

	/* Section 6 - prior year 2 monthly totals AR Payments */
	,ISNULL(Section6_25.PaymentAmount,0.00) AS QY01PmtsSum
	,ISNULL(Section6_26.PaymentAmount,0.00) AS QY02PmtsSum
	,ISNULL(Section6_27.PaymentAmount,0.00) AS QY03PmtsSum
	,ISNULL(Section6_28.PaymentAmount,0.00) AS QY04PmtsSum
	,ISNULL(Section6_29.PaymentAmount,0.00) AS QY05PmtsSum
	,ISNULL(Section6_30.PaymentAmount,0.00) AS QY06PmtsSum
	,ISNULL(Section6_31.PaymentAmount,0.00) AS QY07PmtsSum
	,ISNULL(Section6_32.PaymentAmount,0.00) AS QY08PmtsSum
	,ISNULL(Section6_33.PaymentAmount,0.00) AS QY09PmtsSum
	,ISNULL(Section6_34.PaymentAmount,0.00) AS QY10PmtsSum
	,ISNULL(Section6_35.PaymentAmount,0.00) AS QY11PmtsSum
	,ISNULL(Section6_36.PaymentAmount,0.00) AS QY12PmtsSum

	/* Section 7 - accounts receivable balance */
	,ISNULL(Section701.InvoiceAmount,0.00)
		+ ISNULL(Section702.Wipar07Amount,0.00)
		+ ISNULL(Section703.Charges,0.00)
		- ISNULL(Section704.PaymentAmount,0.00) AS ARBalance

FROM 
	/* start section 1 */
	(SELECT
		CLIENT.ClientIdent
		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName
		,CLIENT.ClientStatus
		,CLIENTADDRESS.AddressLine1 
		,CLIENTADDRESS.AddressLine2
		,CLIENTADDRESS.AddressLine3
		,CLIENTADDRESS.CityName
		,CLIENTADDRESS.StateProvinceCode
		,CLIENTADDRESS.PostalCode
		,CLIENTPHONE.PhoneNumber
		,ISNULL(Section1T1.ReportName, ' No Selection') AS PrimaryPartner
		--,Section1T2.ManagerIdent AS ManagerIdent
		,ISNULL(Section1T2.ReportName, ' No Selection') AS Manager	
		/* convert data such as 0130 to 'january' where 01 is the number representing the month of fiscal year end. */
		,DATENAME(month, DATEADD(month, LEFT(RIGHT('0000' + CAST(CLIENT.FiscalPeriod as varchar), 4), 2)-1, CAST('2008-01-01' AS datetime))) AS ClientFyEnd
		,ISNULL(Section1T3.WipAvailable,0) AS WipRemaining
		,ISNULL(Section1T3.ProgressBills, 0) AS Progress
		,ISNULL(Section1T3.WipRemaining, 0) AS NetWIP
		,CONVERT(VARCHAR(10), Section1T4.InvoiceDateTime, 101) AS LastInvoiceDate
		,ISNULL(Section1T5.ClientGroupName, ' No Selection') AS ClientGroupName
	FROM CLIENT
	LEFT JOIN
		/* client primary address */
		CLIENTADDRESS ON CLIENT.ClientIdent = CLIENTADDRESS.ReferenceIdent AND PrimaryAddressFlag = 'T'
	LEFT JOIN
		/* client primary phone */
		CLIENTPHONE ON CLIENT.ClientIdent = CLIENTPHONE.ReferenceIdent AND CLIENTPHONE.PrimaryPhoneFlag = 'T'
	LEFT JOIN (
		/* client primary partner */
		SELECT clientident,STAFF.ReportName
		FROM CLIENTCRS 
		INNER JOIN STAFF ON CLIENTCRS.StaffIdent = STAFF.StaffIdent 
		WHERE FirmClientStaffAssignmentName = @ppTitle
		) Section1T1 on CLIENT.ClientIdent = Section1T1.ClientIdent
	LEFT JOIN
		/* client billing manager */
		(SELECT clientident,STAFF.ReportName
		FROM CLIENTCRS 
		INNER JOIN STAFF ON CLIENTCRS.StaffIdent = STAFF.StaffIdent 
		WHERE FirmClientStaffAssignmentName = @bmTitle
		) Section1T2 on CLIENT.ClientIdent = Section1T2.ClientIdent
	LEFT JOIN
		/* get wip available, progress, and wip remaining by client
		   note....this is the SAME sub-query used in the the WIP Summary report */
		(SELECT
			ClientIdent,
			SUM(WipGross - WipBilled) AS WipAvailable,
			SUM(ProgGross - ProgPosted) AS ProgressBills,
			SUM(WipGross - WipBilled - ProgGross + ProgPosted) AS WipRemaining,
			SUM(WipCount) AS WipCount
		FROM UVW_WIPSummaryClientident
		WHERE transactiondate BETWEEN @mActiveBegDate AND @mActiveEndDate
		GROUP BY clientident
		) AS Section1T3 on CLIENT.ClientIdent = Section1T3.ClientIdent
	OUTER APPLY
		/* last invoice date */
		(SELECT TOP 1
			ClientIdent,
			InvoiceDateTime
		FROM INVOICE 
		WHERE INVOICE.ClientIdent = CLIENT.ClientIdent
		ORDER BY InvoiceDateTime DESC
		) AS Section1T4
	/* Financial Reporting Group / Billing Group */
	OUTER APPLY
		(SELECT TOP 1 ClientGroupName
		FROM CLIENTGROUP
		WHERE ClientIdent = CLIENT.ClientIdent AND FinancialReportingGroupFlag = 'T'
		) Section1T5

	WHERE CLIENT.DeleteFlag = 'F'
	) AS Section1

LEFT JOIN 
	/* section 4 current/prior production totals by component */
	(SELECT 
		wip.ClientIdent AS Section4ClientIdent

		/* current year production amounts */
		/* bug 198232 production amounts are doubling where WIP is billed, and the Invoice is reversed, so I added a test for the invoice StatusCode <> 3 */
		,SUM(CASE WHEN TransactionDate >= @CYDate00 AND TransactionDate < @CYDate01 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY01WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate01 AND TransactionDate < @CYDate02 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY02WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate02 AND TransactionDate < @CYDate03 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY03WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate03 AND TransactionDate < @CYDate04 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY04WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate04 AND TransactionDate < @CYDate05 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY05WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate05 AND TransactionDate < @CYDate06 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY06WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate06 AND TransactionDate < @CYDate07 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY07WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate07 AND TransactionDate < @CYDate08 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY08WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate08 AND TransactionDate < @CYDate09 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY09WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate09 AND TransactionDate < @CYDate10 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY10WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate10 AND TransactionDate < @CYDate11 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY11WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @CYDate11 AND TransactionDate < @CYDate12 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS CY12WipProdAmt
		/* previous year production amounts */
		,SUM(CASE WHEN TransactionDate >= @PYDate00 AND TransactionDate < @PYDate01 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY01WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate01 AND TransactionDate < @PYDate02 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY02WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate02 AND TransactionDate < @PYDate03 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY03WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate03 AND TransactionDate < @PYDate04 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY04WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate04 AND TransactionDate < @PYDate05 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY05WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate05 AND TransactionDate < @PYDate06 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY06WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate06 AND TransactionDate < @PYDate07 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY07WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate07 AND TransactionDate < @PYDate08 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY08WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate08 AND TransactionDate < @PYDate09 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY09WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate09 AND TransactionDate < @PYDate10 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY10WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate10 AND TransactionDate < @PYDate11 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY11WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @PYDate11 AND TransactionDate < @PYDate12 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS PY12WipProdAmt
		/* previous year 2 production amounts */
		,SUM(CASE WHEN TransactionDate >= @QYDate00 AND TransactionDate < @QYDate01 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY01WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate01 AND TransactionDate < @QYDate02 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY02WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate02 AND TransactionDate < @QYDate03 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY03WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate03 AND TransactionDate < @QYDate04 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY04WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate04 AND TransactionDate < @QYDate05 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY05WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate05 AND TransactionDate < @QYDate06 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY06WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate06 AND TransactionDate < @QYDate07 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY07WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate07 AND TransactionDate < @QYDate08 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY08WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate08 AND TransactionDate < @QYDate09 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY09WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate09 AND TransactionDate < @QYDate10 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY10WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate10 AND TransactionDate < @QYDate11 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY11WipProdAmt
		,SUM(CASE WHEN TransactionDate >= @QYDate11 AND TransactionDate < @QYDate12 AND WIPTypeCode <> 3 AND ISNULL(INVOICE2.StatusCode,0) <> 3 THEN AdjAmount ELSE 0 END) AS QY12WipProdAmt

		/* current year invoice amounts */
		/* bug 198232 invoice amounts are including billed amounts where invoice is reversed, so I added a test for the invoice StatusCode <> 3 */
		,SUM(CASE
			/*--only wip lines with invoices WITHOUT PROGRESS */
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 1 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL)
				THEN BilledAmount
			/*--ONLY applied progress */
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 1 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0)
				THEN -BilledAmount
			/*--ONLY progress that has not been applied */
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 1 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL)
				THEN BilledAmount
			/*--ONLY progress that has not been invoiced nor applied */
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 1 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL)
				THEN BilledAmount
			ELSE 0 END) AS CY01InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 2 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 2 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 2 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 2 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY02InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 3 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 3 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 3 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 3 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY03InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 4 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 4 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 4 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 4 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY04InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 5 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 5 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 5 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 5 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY05InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 6 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 6 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 6 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 6 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY06InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 7 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 7 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 7 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 7 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY07InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 8 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 8 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 8 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 8 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY08InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 9 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 9 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 9 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 9 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY09InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=10 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=10 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=10 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=10 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY10InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=11 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=11 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=11 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=11 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY11InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=12 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate01 AND @EndDate01) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=12 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=12 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=12 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear0 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS CY12InvAmt

		/* previous year invoice amounts */
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 1 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 1 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 1 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 1 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY01InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 2 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 2 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 2 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 2 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY02InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 3 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 3 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 3 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 3 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY03InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 4 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 4 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 4 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 4 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY04InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 5 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 5 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 5 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 5 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY05InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 6 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 6 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 6 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 6 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY06InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 7 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 7 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 7 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 7 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY07InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 8 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 8 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 8 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 8 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY08InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 9 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 9 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 9 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 9 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY09InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=10 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=10 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=10 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=10 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY10InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=11 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=11 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=11 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=11 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY11InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=12 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate02 AND @EndDate02) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=12 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=12 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=12 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear1 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS PY12InvAmt

		/* previous year 2 invoice amounts */
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 1 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 1 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 1 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 1 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY01InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 2 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 2 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 2 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 2 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY02InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 3 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 3 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 3 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 3 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY03InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 4 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 4 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 4 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 4 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY04InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 5 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 5 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 5 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 5 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY05InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 6 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 6 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 6 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 6 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY06InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 7 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 7 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 7 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 7 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY07InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 8 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 8 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 8 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 8 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY08InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 9 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)= 9 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 9 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)= 9 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY09InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=10 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=10 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=10 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=10 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY10InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=11 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=11 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=11 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=11 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY11InvAmt
		,SUM(CASE
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=12 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND (INVOICE2.InvoiceDateTime BETWEEN @BegDate03 AND @EndDate03) AND ISNULL(INVOICE2.StatusCode,0) <> 3 AND wip.ProgressInvIntIdent IS NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE2.InvoiceDateTime)=12 AND YEAR(INVOICE2.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL AND INVOICE2.ProgressApplyAmount <> 0) THEN -BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=12 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NOT NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			WHEN (MONTH(INVOICE1.InvoiceDateTime)=12 AND YEAR(INVOICE1.InvoiceDateTime) = @mHistoryYear2 AND WipTypeCode = 3 AND wip.InvoiceIdent IS NULL AND wip.ProgressInvIntIdent IS NOT NULL) THEN BilledAmount
			ELSE 0 END) AS QY12InvAmt

		/* current year write up-down amounts */
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate00 and INVOICE2.InvoiceDateTime < @CYDate01 THEN BilledAmount - AdjAmount ELSE 0 END) as CY01WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate01 and INVOICE2.InvoiceDateTime < @CYDate02 THEN BilledAmount - AdjAmount ELSE 0 END) as CY02WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate02 and INVOICE2.InvoiceDateTime < @CYDate03 THEN BilledAmount - AdjAmount ELSE 0 END) as CY03WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate03 and INVOICE2.InvoiceDateTime < @CYDate04 THEN BilledAmount - AdjAmount ELSE 0 END) as CY04WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate04 and INVOICE2.InvoiceDateTime < @CYDate05 THEN BilledAmount - AdjAmount ELSE 0 END) as CY05WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate05 and INVOICE2.InvoiceDateTime < @CYDate06 THEN BilledAmount - AdjAmount ELSE 0 END) as CY06WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate06 and INVOICE2.InvoiceDateTime < @CYDate07 THEN BilledAmount - AdjAmount ELSE 0 END) as CY07WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate07 and INVOICE2.InvoiceDateTime < @CYDate08 THEN BilledAmount - AdjAmount ELSE 0 END) as CY08WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate08 and INVOICE2.InvoiceDateTime < @CYDate09 THEN BilledAmount - AdjAmount ELSE 0 END) as CY09WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate09 and INVOICE2.InvoiceDateTime < @CYDate10 THEN BilledAmount - AdjAmount ELSE 0 END) as CY10WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate10 and INVOICE2.InvoiceDateTime < @CYDate11 THEN BilledAmount - AdjAmount ELSE 0 END) as CY11WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @CYDate11 and INVOICE2.InvoiceDateTime < @CYDate12 THEN BilledAmount - AdjAmount ELSE 0 END) as CY12WriteUpDown

		/* previous year write up-down amounts */
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate00 and INVOICE2.InvoiceDateTime < @PYDate01 THEN BilledAmount - AdjAmount ELSE 0 END) as PY01WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate01 and INVOICE2.InvoiceDateTime < @PYDate02 THEN BilledAmount - AdjAmount ELSE 0 END) as PY02WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate02 and INVOICE2.InvoiceDateTime < @PYDate03 THEN BilledAmount - AdjAmount ELSE 0 END) as PY03WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate03 and INVOICE2.InvoiceDateTime < @PYDate04 THEN BilledAmount - AdjAmount ELSE 0 END) as PY04WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate04 and INVOICE2.InvoiceDateTime < @PYDate05 THEN BilledAmount - AdjAmount ELSE 0 END) as PY05WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate05 and INVOICE2.InvoiceDateTime < @PYDate06 THEN BilledAmount - AdjAmount ELSE 0 END) as PY06WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate06 and INVOICE2.InvoiceDateTime < @PYDate07 THEN BilledAmount - AdjAmount ELSE 0 END) as PY07WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate07 and INVOICE2.InvoiceDateTime < @PYDate08 THEN BilledAmount - AdjAmount ELSE 0 END) as PY08WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate08 and INVOICE2.InvoiceDateTime < @PYDate09 THEN BilledAmount - AdjAmount ELSE 0 END) as PY09WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate09 and INVOICE2.InvoiceDateTime < @PYDate10 THEN BilledAmount - AdjAmount ELSE 0 END) as PY10WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate10 and INVOICE2.InvoiceDateTime < @PYDate11 THEN BilledAmount - AdjAmount ELSE 0 END) as PY11WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @PYDate11 and INVOICE2.InvoiceDateTime < @PYDate12 THEN BilledAmount - AdjAmount ELSE 0 END) as PY12WriteUpDown

		/* previous year 2 write up-down amounts */
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate00 and INVOICE2.InvoiceDateTime < @QYDate01 THEN BilledAmount - AdjAmount ELSE 0 END) as QY01WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate01 and INVOICE2.InvoiceDateTime < @QYDate02 THEN BilledAmount - AdjAmount ELSE 0 END) as QY02WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate02 and INVOICE2.InvoiceDateTime < @QYDate03 THEN BilledAmount - AdjAmount ELSE 0 END) as QY03WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate03 and INVOICE2.InvoiceDateTime < @QYDate04 THEN BilledAmount - AdjAmount ELSE 0 END) as QY04WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate04 and INVOICE2.InvoiceDateTime < @QYDate05 THEN BilledAmount - AdjAmount ELSE 0 END) as QY05WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate05 and INVOICE2.InvoiceDateTime < @QYDate06 THEN BilledAmount - AdjAmount ELSE 0 END) as QY06WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate06 and INVOICE2.InvoiceDateTime < @QYDate07 THEN BilledAmount - AdjAmount ELSE 0 END) as QY07WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate07 and INVOICE2.InvoiceDateTime < @QYDate08 THEN BilledAmount - AdjAmount ELSE 0 END) as QY08WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate08 and INVOICE2.InvoiceDateTime < @QYDate09 THEN BilledAmount - AdjAmount ELSE 0 END) as QY09WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate09 and INVOICE2.InvoiceDateTime < @QYDate10 THEN BilledAmount - AdjAmount ELSE 0 END) as QY10WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate10 and INVOICE2.InvoiceDateTime < @QYDate11 THEN BilledAmount - AdjAmount ELSE 0 END) as QY11WriteUpDown
		,SUM(CASE WHEN wip.InvoiceIdent IS NOT NULL and INVOICE2.InvoiceDateTime >= @QYDate11 and INVOICE2.InvoiceDateTime < @QYDate12 THEN BilledAmount - AdjAmount ELSE 0 END) as QY12WriteUpDown


	FROM WIP
		LEFT JOIN INVOICE as INVOICE1 ON wip.ProgressInvIntIdent = INVOICE1.InvoiceIdent
		LEFT JOIN INVOICE as INVOICE2 ON wip.InvoiceIdent = INVOICE2.InvoiceIdent

	WHERE
		IsBillableFlag = 1
		AND TEStatusCode = 3	/* bug 198547 - added because reports were including unposted WIP */

	GROUP BY
		wip.ClientIdent
	) As Section4 on Section1.ClientIdent = Section4.Section4ClientIdent

	/* monthly AR payments totals */
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate00 AND @CYDate01
		GROUP BY clientident)
		AS Section6_01 ON Section1.ClientIdent = Section6_01.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate01 AND @CYDate02
		GROUP BY clientident)
		AS Section6_02 ON Section1.ClientIdent = Section6_02.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate02 AND @CYDate03
		GROUP BY clientident)
		AS Section6_03 ON Section1.ClientIdent = Section6_03.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate03 AND @CYDate04
		GROUP BY clientident)
		AS Section6_04 ON Section1.ClientIdent = Section6_04.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate04 AND @CYDate05
		GROUP BY clientident)
		AS Section6_05 ON Section1.ClientIdent = Section6_05.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate05 AND @CYDate06
		GROUP BY clientident)
		AS Section6_06 ON Section1.ClientIdent = Section6_06.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate06 AND @CYDate07
		GROUP BY clientident)
		AS Section6_07 ON Section1.ClientIdent = Section6_07.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate07 AND @CYDate08
		GROUP BY clientident)
		AS Section6_08 ON Section1.ClientIdent = Section6_08.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate08 AND @CYDate09
		GROUP BY clientident)
		AS Section6_09 ON Section1.ClientIdent = Section6_09.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate09 AND @CYDate10
		GROUP BY clientident)
		AS Section6_10 ON Section1.ClientIdent = Section6_10.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate10 AND @CYDate11
		GROUP BY clientident)
		AS Section6_11 ON Section1.ClientIdent = Section6_11.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @CYDate11 AND @CYDate12
		GROUP BY clientident)
		AS Section6_12 ON Section1.ClientIdent = Section6_12.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate00 AND @PYDate01
		GROUP BY clientident)
		AS Section6_13 ON Section1.ClientIdent = Section6_13.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate01 AND @PYDate02
		GROUP BY clientident)
		AS Section6_14 ON Section1.ClientIdent = Section6_14.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate02 AND @PYDate03
		GROUP BY clientident)
		AS Section6_15 ON Section1.ClientIdent = Section6_15.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate03 AND @PYDate04
		GROUP BY clientident)
		AS Section6_16 ON Section1.ClientIdent = Section6_16.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate04 AND @PYDate05
		GROUP BY clientident)
		AS Section6_17 ON Section1.ClientIdent = Section6_17.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate05 AND @PYDate06
		GROUP BY clientident)
		AS Section6_18 ON Section1.ClientIdent = Section6_18.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate06 AND @PYDate07
		GROUP BY clientident)
		AS Section6_19 ON Section1.ClientIdent = Section6_19.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate07 AND @PYDate08
		GROUP BY clientident)
		AS Section6_20 ON Section1.ClientIdent = Section6_20.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate08 AND @PYDate09
		GROUP BY clientident)
		AS Section6_21 ON Section1.ClientIdent = Section6_21.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate09 AND @PYDate10
		GROUP BY clientident)
		AS Section6_22 ON Section1.ClientIdent = Section6_22.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate10 AND @PYDate11
		GROUP BY clientident)
		AS Section6_23 ON Section1.ClientIdent = Section6_23.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @PYDate11 AND @PYDate12
		GROUP BY clientident)
		AS Section6_24 ON Section1.ClientIdent = Section6_24.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate00 AND @QYDate01
		GROUP BY clientident)
		AS Section6_25 ON Section1.ClientIdent = Section6_25.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate01 AND @QYDate02
		GROUP BY clientident)
		AS Section6_26 ON Section1.ClientIdent = Section6_26.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate02 AND @QYDate03
		GROUP BY clientident)
		AS Section6_27 ON Section1.ClientIdent = Section6_27.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate03 AND @QYDate04
		GROUP BY clientident)
		AS Section6_28 ON Section1.ClientIdent = Section6_28.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate04 AND @QYDate05
		GROUP BY clientident)
		AS Section6_29 ON Section1.ClientIdent = Section6_29.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate05 AND @QYDate06
		GROUP BY clientident)
		AS Section6_30 ON Section1.ClientIdent = Section6_30.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate06 AND @QYDate07
		GROUP BY clientident)
		AS Section6_31 ON Section1.ClientIdent = Section6_31.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate07 AND @QYDate08
		GROUP BY clientident)
		AS Section6_32 ON Section1.ClientIdent = Section6_32.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate08 AND @QYDate09
		GROUP BY clientident)
		AS Section6_33 ON Section1.ClientIdent = Section6_33.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate09 AND @QYDate10
		GROUP BY clientident)
		AS Section6_34 ON Section1.ClientIdent = Section6_34.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate10 AND @QYDate11
		GROUP BY clientident)
		AS Section6_35 ON Section1.ClientIdent = Section6_35.ClientIdent
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @QYDate11 AND @QYDate12
		GROUP BY clientident)
		AS Section6_36 ON Section1.ClientIdent = Section6_36.ClientIdent

	/* total AR invoice by client */
	LEFT JOIN
		(SELECT ClientIdent,SUM(InvoiceAmount+SalesTaxAmount) AS InvoiceAmount
		FROM UVW_WIPAR06Clientident
		WHERE InvoiceDateTime <= @mActiveEndDate
		GROUP BY ClientIdent) as Section701 ON Section1.Clientident = Section701.ClientIdent
	/* ar write-offs and adjustments */
	LEFT JOIN
		(SELECT ClientIdent,SUM(CreditAmount+Adjustment1Amount+Amount4+Amount5+DebitAmount+Adjustment2Amount) AS Wipar07Amount
		FROM UVW_WIPAR07Clientident
		WHERE transactiondatetime <= @mActiveEndDate
		GROUP BY ClientIdent) as Section702 ON Section1.Clientident = Section702.ClientIdent
	/* ar fin chg */
	LEFT JOIN
		(SELECT ClientIdent,sum(Charges) as [Charges]
		from UVW_WIPAR08Clientident
		where TransactionDateTime <= @mActiveEndDate
		GROUP BY Clientident) as Section703 ON Section1.Clientident = Section703.ClientIdent
	/* ar payments */
	LEFT JOIN
		(SELECT ClientIdent,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime <= @mActiveEndDate
		GROUP BY clientident) AS Section704 ON Section1.Clientident = Section704.Clientident

	WHERE
		Section1.ClientIdSubId = @mClientIdSubId

	ORDER BY
		[ClientIdSubId]

END

GO
/****** Object:  StoredProcedure [dbo].[USP_BillingWorksheetSection2]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_BillingWorksheetSection2]
	@mActiveBegDate AS date
	,@mActiveEndDate AS date
	,@mClientIdSubId AS nvarchar(129)
	,@mPrimarywipsortfield AS varchar(16)	/* this can either be CategoryID or ProjectName */
AS BEGIN
	DECLARE @mUnassigned AS CHAR(11) = ' Unassigned'

	--section 2 - WIP detail section
	SELECT
		convert(varchar(24),WIP.[ClientIdent]) AS ClientIdent
		,CASE
			WHEN @mPrimarywipsortfield = 'ProjectName'
			THEN CASE WHEN LEN(ISNULL([INTERIMWORKINGPROJECT].ProjectCode, @mUnassigned))=0 THEN @mUnassigned ELSE ISNULL([INTERIMWORKINGPROJECT].ProjectCode, @mUnassigned) END
			ELSE CASE WHEN LEN(ISNULL(SERVICECODE.CategoryID, @mUnassigned))=0 THEN @mUnassigned ELSE ISNULL(SERVICECODE.CategoryID, @mUnassigned) END
			END AS PrimarySortKey
		,ISNULL(INTERIMWORKINGPROJECT.ProjectName,@mUnassigned) AS ProjectName
		,SERVICECODE.ServiceCodeID
		,SERVICECODE.ServiceCodeName
		,CASE WHEN LEN(ISNULL(SERVICECODE.CategoryID, @mUnassigned))=0 THEN @mUnassigned ELSE ISNULL(SERVICECODE.CategoryID, @mUnassigned) END AS CategoryID
		,CASE WHEN LEN(ISNULL(SERVICECODE.SubCategoryId, @mUnassigned))=0 THEN @mUnassigned ELSE ISNULL(SERVICECODE.SubCategoryId, @mUnassigned) END AS SubCategoryID
		,ISNULL(SERVICECODE.ServiceCodeName + ' (' + SERVICECODE.ServiceCodeID + ')', @mUnassigned) AS ServiceCodeDetail
		,ISNULL([INTERIMWORKINGPROJECTWORKSTEP].WorkStepCode,'') AS WorkStepCode
		,ISNULL([INTERIMWORKINGPROJECTWORKSTEP].WorkStepName,'') AS WorkStepName
		,ISNULL(STAFF.StaffLastName + ', ' + STAFF.StaffFirstName, 'No Staff Name') AS StaffLastFirst
		,WIP.TransactionDate
		/* bug 198527 added new. not needed on the report per se, but might need this info to make certain fields blank if the service code is an expense/reimbursable expense */
		,SERVICECODE.ServiceCodeTypeFlag
		/* bug 198527 - for expense item (type=2), the report should show a 0 rate
		   bug 201655 - for reimbursable Expense item (type=3), the report should show the rate as entered (same as time) */
		,CASE SERVICECODE.ServiceCodeTypeFlag
			WHEN 1 THEN WIP.[AdjRate]	/* time */
			WHEN 2 THEN 0				/* expense */
			WHEN 3 THEN WIP.[AdjRate]	/* reimbursable expense */
			ELSE 0						/* this is a catch-all, but should never happen */
			END AS [AdjRate]
		/* bug 198527 - for expense/reimbursable expense, the report should have a 0 hours AND the field should be blank */
		,CASE SERVICECODE.ServiceCodeTypeFlag
			WHEN 1 THEN WIP.[Hours]		/* time */
			WHEN 2 THEN 0				/* expense */
			WHEN 3 THEN 0				/* reimbursable expense */
			ELSE 0						/* this is a catch-all, but should never happen */
			END AS [Hours]
		,CASE WHEN WIPTypeCode = 0 THEN AdjAmount+SurchargeAmount ELSE 0 END AS Fee
		,CASE WHEN WIPTypeCode IN (1,2) THEN AdjAmount+SurchargeAmount ELSE 0 END AS Expense
		,ISNULL(WIPNOTE.InvoiceDescription,'') AS InvoiceDescription
		,ISNULL(WIPNOTE.InternalNote,'') AS InternalNote
	FROM WIP
		LEFT JOIN SERVICECODE ON WIP.ServiceCodeIdent = SERVICECODE.ServiceCodeIdent
		LEFT JOIN STAFF on WIP.StaffIdent = STAFF.StaffIdent
		LEFT JOIN WIPNOTE ON WIP.WIPIdent = WIPNOTE.WipIdent
		--LEFT JOIN INVOICE INVOICE1 WITH (NOLOCK) ON WIP.ProgressInvIntIdent = INVOICE1.InvoiceIdent
		--LEFT JOIN INVOICE INVOICE2 WITH (NOLOCK) ON WIP.InvoiceIdent = INVOICE2.InvoiceIdent
		LEFT JOIN [INTERIMWORKINGPROJECT] on WIP.projectident = [INTERIMWORKINGPROJECT].interimworkingprojectident
		LEFT JOIN [INTERIMWORKINGPROJECTWORKSTEP] ON WIP.Workstepident=[INTERIMWORKINGPROJECTWORKSTEP].InterimWorkingProjectWorkStepIdent
	WHERE
		WIP.ClientIdent = (SELECT ClientIdent FROM CLIENT WHERE ClientIdSubId = @mClientIdSubId)
		/* bug 186182 - 07-24-2019 per Sharon Law, we do not want to include any WIP that has BillingStatusCode = 2 (final billed)
		     there is a known issue with several of the CCH Axcess report where final billed WIP is included if the invoice is unposted
		     however, this is incorrect treatment since that WIP is no longer available for billing. so i am making a change accordingly
		     BUT that will cause the reports to no longer agree with the built-in Billing and WIP Summary reports */
		/* AND WIP.BillingStatusCode IN (0,2) */	/* unbilled, final billed */
		AND WIP.BillingStatusCode = 0				/* per bug 186182 above, only look at unbilled WIP status records */
		AND WIP.IsBillableFlag = 1					/* billable */
		AND WIP.WIPTypeCode IN (0,1,2)				/* exclude progress */
		AND WIP.TEStatusCode = 3					/* posted */
		AND WIP.TransactionDate >= @mActiveBegDate
		AND WIP.TransactionDate <= @mActiveEndDate
		/* bug 197478 and 197479 we need to include WIP lines even tho the hours/amount are zero
		   AND (WIP.Hours<>0 OR WIP.AdjAmount+WIP.SurchargeAmount<>0.00) */
		/* note that this section will never apply after the fix for bug 186182 above
			however, i am leaving this code here for historical purposes */
		--AND
		--	(CASE WHEN BillingStatusCode = 0
		--		/* if the line is unbilled, we don't look at the invoice status */
		--		THEN 1
		--	ELSE
		--		/* if the line is billed, we need to look at the invoice status
		--		   include the line if the invoice is not Posted */
		--		CASE WHEN
		--			(INVOICE1.InvoiceDateTime <= @mActiveEnddate AND INVOICE1.StatusCode = 1)
		--			OR (INVOICE2.InvoiceDateTime <= @mActiveEnddate AND INVOICE2.StatusCode = 1)
		--			THEN 0
		--			ELSE 1 END
		--	END) = 1
	ORDER BY
		CASE WHEN @mPrimarywipsortfield = 'ProjectName'
			THEN ISNULL([INTERIMWORKINGPROJECT].ProjectCode,@mUnassigned)
			ELSE ISNULL(SERVICECODE.CategoryID, ' Unassigned')
		END,
		TransactionDate,
		CategoryID,
		SubCategoryID
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ClientBillingGroup]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ClientBillingGroup]
AS
BEGIN
	SET NOCOUNT ON;

	select
		CLIENTPRACTICE.BillingGroupName,
		CLIENTPRACTICE.PrincipalClientFlag,
		client.ClientIdSubId,
		client.ClientSortName
	from CLIENTPRACTICE
	LEFT JOIN CLIENT ON CLIENTPRACTICE.ClientIdent=CLIENT.ClientIdent
	where BillingGroupName<>''
	order by BillingGroupName,PrincipalClientFlag DESC,ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ClientContacts]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ClientContacts]
AS
BEGIN
	SET NOCOUNT ON;

	select 
		ClientContactLastName,
		ClientContactFirstName,
		ClientContactMiddleName,
		client.ClientIdSubId,
		client.ClientSortName
	from CLIENTCONTACT
	left join CLIENT on CLIENTCONTACT.OriginatingClientIntIdent=client.ClientIdent
	where CLIENTCONTACT.DeleteFlag='F'
	order by ClientContactLastName,ClientContactFirstName,ClientContactMiddleName,ClientIdSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_ClientEmailInvoices]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ClientEmailInvoices]
AS
BEGIN
	SET NOCOUNT ON;

	-- this gets a full list of clients that are marked to receive invoice/statements via email
	select
		client.ClientIdSubId,
		client.ClientSortName,
		'Client' AS rtype,
		CLIENTEMAIL.FirmEmailTypeName,
		CLIENTEMAIL.EmailAddress,
		CBE3.InvoiceFlag,
		CBE3.StatementFlag,
		client.ClientSortName AS Recipient
	from
		--CLIENTBILLINGEMAIL
		(select
			ClientIdent,ClientEmailIdent,MAX(LastUpdatedDateTime) AS LastUpdatedDateTime
		from CLIENTBILLINGEMAIL
		group by ClientIdent,ClientEmailIdent) CBE1
	OUTER APPLY (
		SELECT TOP 1 InvoiceFlag,StatementFlag FROM CLIENTBILLINGEMAIL CBE2
		WHERE CBE2.ClientIdent=CBE1.ClientIdent
			AND CBE2.ClientEmailIdent=CBE1.ClientEmailIdent
			AND CBE2.LastUpdatedDateTime=CBE1.LastUpdatedDateTime) CBE3
	inner join CLIENT on CBE1.ClientIdent=client.ClientIdent
	inner join CLIENTPRACTICE on CLIENTPRACTICE.ClientIdent=client.ClientIdent
	left join CLIENTEMAIL on CBE1.ClientEmailIdent=clientemail.EmailIdent AND EmployeePlanSubEntityTypeCode='null'
	WHERE clientemail.EmailAddress<>''

	UNION ALL

	select
		client.ClientIdSubId,
		client.ClientSortName,
		'Contact' AS rtype,
		CLIENTEMAIL.FirmEmailTypeName,
		CLIENTEMAIL.EmailAddress,
		CCBE3.InvoiceFlg,
		CCBE3.StatementFlg,
		CLIENTCONTACT.ClientContactFirstName + ' ' + CLIENTCONTACT.ClientContactLastName AS Recipient
	from
		--CLIENTCONTACTBILLINGEMAIL
		(select
			ClientIdent,ClientContactIdent,ClientContactEmailIdent,MAX(LastUpdatedDateTime) AS LastUpdatedDateTime
		from CLIENTCONTACTBILLINGEMAIL
		group by ClientIdent,ClientContactIdent,ClientContactEmailIdent) CCBE1
	OUTER APPLY (
		SELECT TOP 1 InvoiceFlg,StatementFlg FROM CLIENTCONTACTBILLINGEMAIL CCBE2
		WHERE CCBE2.ClientIdent=CCBE1.ClientIdent
			AND CCBE2.ClientContactIdent=CCBE1.ClientContactIdent
			AND CCBE2.ClientContactEmailIdent=CCBE1.ClientContactEmailIdent
			AND CCBE2.LastUpdatedDateTime=CCBE1.LastUpdatedDateTime) CCBE3
	INNER JOIN CLIENTCONTACT on CCBE1.ClientContactIdent = CLIENTCONTACT.ClientContactIdent
	INNER JOIN CLIENT on CCBE1.ClientIdent = client.ClientIdent
	INNER JOIN CLIENTPRACTICE on CLIENTPRACTICE.ClientIdent = CLIENT.ClientIdent
	left join CLIENTEMAIL on CCBE1.ClientContactEmailIdent = clientemail.EmailIdent
	WHERE clientemail.EmailAddress<>''

	order by client.ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ClientExtract]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ClientExtract]
	@mPartnerTitle varchar(32) = 'Partner'
	,@mManagerTitle varchar(32) = 'Manager'
	,@mAssociateTitle varchar(32) = 'Associate'

	,@mPhoneSource1 varchar(32) = 'Client'
	,@mPhoneSource2 varchar(32) = 'Client'
	,@mPhoneSource3 varchar(32) = 'Client'
	,@mPhoneSource4 varchar(32) = 'Client'
	,@mPhoneSource5 varchar(32) = 'Client'
	,@mPhoneSource6 varchar(32) = 'Client'
	,@mPhoneSource7 varchar(32) = 'Client'
	,@mPhoneType1 varchar(32) = 'Business'
	,@mPhoneType2 varchar(32) = 'Fax'
	,@mPhoneType3 varchar(32) = 'Car'
	,@mPhoneType4 varchar(32) = 'Home'
	,@mPhoneType5 varchar(32) = 'Mobile'
	,@mPhoneType6 varchar(32) = 'Pager'
	,@mPhoneType7 varchar(32) = 'Other'

	,@mAddressSource1 varchar(32) = 'Client'
	,@mAddressSource2 varchar(32) = 'Client'
	,@mAddressSource3 varchar(32) = 'Client'
	,@mAddressType1 varchar(32) = 'Business'
	,@mAddressType2 varchar(32) = 'Home'
	,@mAddressType3 varchar(32) = 'Other'

	,@mEmailSource1 varchar(32) = 'Client'
	,@mEmailSource2 varchar(32) = 'Client'
	,@mEmailSource3 varchar(32) = 'Client'
	,@mEmailType1 varchar(32) = 'Business'
	,@mEmailType2 varchar(32) = 'Home'
	,@mEmailType3 varchar(32) = 'Other'

	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	,@mCRSTitle varchar(32) = 'All'
	,@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */

	,@mClientStatus VARCHAR(16) = ' All'	-- this can either be "All", or a specific status such as "Active"
	,@mClientType VARCHAR(16) = ' All'	-- this can either be "All", or a specific client type such as "Individual"

AS
BEGIN
	SET NOCOUNT ON;

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #stafftemp (column1 NVARCHAR(255))
	INSERT INTO #stafftemp select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	select

		-- this is the "filtering" CRS staff info
		STAFFCRS.StaffIdentifier AS CRSStaffIdentifier,
		STAFFCRS.ReportName AS CRSReportName,
		CLIENT.ClientStatus,
		CLIENT.ClientType,

		ClientIdSubId,
		ClientSortName,

		CorrespondenceName AS [Name 1],
		SubOrdinateDescription as [Name 2],

		TRIM(ISNULL(CLIENTINDIVIDUAL.ClientFirstName,'')) AS TaxpayerFirstName,
		TRIM(ISNULL(CLIENTINDIVIDUAL.ClientMiddleName,'')) AS TaxpayerMiddleName,
		TRIM(ISNULL(CLIENTINDIVIDUAL.ClientLastName,'')) AS TaxpayerLastName,
		ISNULL(CONVERT(varchar,CLIENTINDIVIDUAL.ClientBirthDate,101),'') AS TaxpayerBirthday,

		TRIM(ISNULL(CLIENTINDIVIDUAL.SpouseFirstName,'')) AS SpouseFirstName,
		TRIM(ISNULL(CLIENTINDIVIDUAL.SpouseMiddleName,'')) AS SpouseMiddleName,
		TRIM(ISNULL(CLIENTINDIVIDUAL.SpouseLastName,'')) AS SpouseLastName,
		ISNULL(CONVERT(varchar,CLIENTINDIVIDUAL.SpouseBirthDate,101),'') AS SpouseBirthday,

		ClientStatus,
		CONVERT(varchar,AcquiredDateTime,101) AS AcquiredDateTime,
		CONVERT(varchar,ClientStatusDateTime,101) AS ClientStatusDateTime,

		/* this field is for industry code, but not all entity types provide a value, just provide what is available */
		COALESCE(
			CLIENTCORP.BusinessCode,
			CLIENTCUSTOMCLIENTTYPE.BusinessCode,
			/* clientemployeeplan.BusinessCode, (there is no business code for Employee Plan) */
			/* clientfiduciary.BusinessCode, (there is no business code for Fiduciary) */
			/* clientindividual,BusinessCode, (there is no business code for Individual) */
			CLIENTNONPROFIT.BusinessCode,
			CLIENTPARTNERSHIP.BusinessCode,
			CLIENTSOLEPROPRIETORSHIP.BusinessCode,
			'') AS IndustryCode,

		CASE WHEN LEN(CLIENT.FiscalPeriod)=4 THEN LEFT(FiscalPeriod,2) ELSE '' END AS FiscalPeriod,
		CLIENT.ClientOfficeName,

		ISNULL([partner].StaffLastName + ', ' + [partner].StaffFirstName,'') AS PartnerName,
		ISNULL([manager].StaffLastName + ', ' + [manager].StaffFirstName,'') AS ManagerName,
		ISNULL([associate].StaffLastName + ', ' + [associate].StaffFirstName,'') AS AssociateName,

		CLIENT.ClientType,

		CONTACT1.ClientContactFirstName,
		CONTACT1.ClientContactLastName,
		CONTACT1.ClientContactHonorificCode,
		CONTACT1.SalutationText AS ClientContactSalutationText,

		ISNULL((SELECT TOP 1 FirmPhoneTypeLabelName FROM CLIENTPHONE WHERE PhoneCategoryType='Client' AND ReferenceIdent=CLIENT.ClientIdent AND PrimaryPhoneFlag='T'),'') AS PrimaryPhoneType,
		ISNULL((SELECT TOP 1 FirmAddressTypeLabelName FROM CLIENTADDRESS WHERE AddressIdentCategoryType='Client' AND ReferenceIdent=CLIENT.ClientIdent AND PrimaryAddressFlag='T'),'') AS PrimaryAddressType,
		ISNULL((SELECT TOP 1 FirmAddressTypeLabelName FROM CLIENTADDRESS WHERE AddressIdentCategoryType='Client' AND ReferenceIdent=CLIENT.ClientIdent AND MailingAddressFlag='T'),'') AS MailingAddressType,

		/* 7 phone types can be selected */
		ISNULL(PHONE1.PhoneNumber,'') AS BusinessPhone,
		ISNULL(PHONE1.Extension,'') AS BusinessExtension,
		ISNULL(PHONE2.PhoneNumber,'') AS FaxPhone,
		ISNULL(PHONE2.Extension,'') AS FaxExtension,
		ISNULL(PHONE3.PhoneNumber,'') AS CarPhone,
		ISNULL(PHONE3.Extension,'') AS CarExtension,
		ISNULL(PHONE4.PhoneNumber,'') AS HomePhone,
		ISNULL(PHONE4.Extension,'') AS HomeExtension,
		ISNULL(PHONE5.PhoneNumber,'') AS MobilePhone,
		ISNULL(PHONE5.Extension,'') AS MobileExtension,
		ISNULL(PHONE6.PhoneNumber,'') AS PagerPhone,
		ISNULL(PHONE6.Extension,'') AS PagerExtension,
		ISNULL(PHONE7.PhoneNumber,'') AS OtherPhone,
		ISNULL(PHONE7.Extension,'') AS OtherExtension,

		ISNULL(ADDRESS1.AddressLine1,'') AS BusinessAddressLine1,
		ISNULL(ADDRESS1.AddressLine2,'') AS BusinessAddressLine2,
		ISNULL(ADDRESS1.CityName,'') AS BusinessCity,
		ISNULL(ADDRESS1.StateProvinceCode,'') AS BusinessState,
		ISNULL(ADDRESS1.PostalCode,'') AS BusinessZip,
		ISNULL(ADDRESS1.CountryCode,'') AS BusinessCountry,

		ISNULL(ADDRESS2.AddressLine1,'') AS HomeAddressLine1,
		ISNULL(ADDRESS2.AddressLine2,'') AS HomeAddressLine2,
		ISNULL(ADDRESS2.CityName,'') AS HomeCity,
		ISNULL(ADDRESS2.StateProvinceCode,'') AS HomeState,
		ISNULL(ADDRESS2.PostalCode,'') AS HomeZip,
		ISNULL(ADDRESS2.CountryCode,'') AS HomeCountry,

		ISNULL(ADDRESS3.AddressLine1,'') AS OtherAddressLine1,
		ISNULL(ADDRESS3.AddressLine2,'') AS OtherAddressLine2,
		ISNULL(ADDRESS3.CityName,'') AS OtherCity,
		ISNULL(ADDRESS3.StateProvinceCode,'') AS OtherState,
		ISNULL(ADDRESS3.PostalCode,'') AS OtherZip,
		ISNULL(ADDRESS3.CountryCode,'') AS OtherCountry,

		ISNULL(EMAIL1.EmailAddress,'') AS Email,
		ISNULL(EMAIL2.EmailAddress,'') AS Email2,
		ISNULL(EMAIL3.EmailAddress,'') AS Email3,

		CLIENT.WebPageURL,

		ISNULL((SELECT TOP 1 C2.ClientIdSubId
			FROM CLIENTPRACTICE CP2
			INNER JOIN CLIENT C2 ON CP2.ClientIdent=C2.ClientIdent
			WHERE CP2.BillingGroupName=CLIENTPRACTICE.BillingGroupName AND CP2.PrincipalClientFlag=1
			),'') AS ParentClientId

	FROM CLIENT

	-- this is the client CRS and staff list that is used for filtering
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle
	LEFT JOIN STAFF STAFFCRS on CLIENTCRS.StaffIdent = STAFFCRS.StaffIdent

	-- these are the client CRS fields that will be extracted. these are not used for filtering, just exporting
	LEFT JOIN CLIENTCRS AS clientcrs1 ON clientcrs1.ClientIdent=CLIENT.ClientIdent AND clientcrs1.FirmClientStaffAssignmentName=@mPartnerTitle
	LEFT JOIN STAFF AS [partner] ON [partner].StaffIdent=CLIENTCRS1.StaffIdent
	LEFT JOIN CLIENTCRS AS clientcrs2 ON clientcrs2.ClientIdent=CLIENT.ClientIdent AND clientcrs2.FirmClientStaffAssignmentName=@mManagerTitle
	LEFT JOIN STAFF AS manager ON manager.StaffIdent=CLIENTCRS2.StaffIdent
	LEFT JOIN CLIENTCRS AS clientcrs3 ON clientcrs3.ClientIdent=CLIENT.ClientIdent AND clientcrs3.FirmClientStaffAssignmentName=@mAssociateTitle
	LEFT JOIN STAFF AS associate ON associate.StaffIdent=CLIENTCRS2.StaffIdent

	LEFT JOIN CLIENTPRACTICE ON CLIENT.ClientIdent = CLIENTPRACTICE.ClientIdent

	/* this is info that comes from the "entity type" tables */
	OUTER APPLY (SELECT TOP 1 NameLine1,BusinessCode,PrincipalBusinessActivity,PrincipalProductOrService FROM CLIENTCORP WHERE CLIENTCORP.ClientIdent=CLIENT.ClientIdent) CLIENTCORP
	OUTER APPLY (SELECT TOP 1 NameLine1,BusinessCode,PrincipalBusinessActivity,PrincipalProductOrService FROM CLIENTCUSTOMCLIENTTYPE WHERE CLIENTCUSTOMCLIENTTYPE.ClientIdent=CLIENT.ClientIdent) CLIENTCUSTOMCLIENTTYPE
	OUTER APPLY (SELECT TOP 1 PlanName1 FROM CLIENTEMPLOYEEPLAN WHERE CLIENTEMPLOYEEPLAN.ClientIdent=CLIENT.ClientIdent) CLIENTEMPLOYEEPLAN
	OUTER APPLY (SELECT TOP 1 NameLine1 FROM CLIENTFIDUCIARY WHERE CLIENTFIDUCIARY.ClientIdent=CLIENT.ClientIdent) CLIENTFIDUCIARY
	OUTER APPLY (SELECT TOP 1 ClientFirstName,ClientMiddleName,ClientLastName,ClientBirthDate,SpouseFirstName,SpouseMiddleName,SpouseLastName,SpouseBirthDate FROM CLIENTINDIVIDUAL WHERE CLIENTINDIVIDUAL.ClientIdent=CLIENT.ClientIdent) CLIENTINDIVIDUAL
	OUTER APPLY (SELECT TOP 1 NameLine1,BusinessCode,PrincipalBusinessActivity,PrincipalProductOrService FROM CLIENTNONPROFIT WHERE CLIENTNONPROFIT.ClientIdent=CLIENT.ClientIdent) CLIENTNONPROFIT
	OUTER APPLY (SELECT TOP 1 NameLine1,BusinessCode,PrincipalBusinessActivity,PrincipalProductOrService FROM CLIENTPARTNERSHIP WHERE CLIENTPARTNERSHIP.ClientIdent=CLIENT.ClientIdent) CLIENTPARTNERSHIP
	OUTER APPLY (SELECT TOP 1 NameLine1,BusinessCode,PrincipalBusinessActivity,PrincipalProductOrService FROM CLIENTSOLEPROPRIETORSHIP WHERE CLIENTSOLEPROPRIETORSHIP.ClientIdent=CLIENT.ClientIdent) CLIENTSOLEPROPRIETORSHIP

	/* get info for the first contact for this client */
	OUTER APPLY (
		SELECT TOP 1 ClientContactFirstName,ClientContactLastName,ClientContactHonorificCode,SalutationText
		FROM CLIENTCLIENTREFBRIDGE
		INNER JOIN CLIENTCONTACT ON CLIENTCLIENTREFBRIDGE.ClientReferenceIdent=CLIENTCONTACT.ClientContactIdent
		WHERE CLIENTCLIENTREFBRIDGE.ClientIdent=CLIENT.ClientIdent) CONTACT1

	/* 7 phone types can be selected */
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTPHONE WHERE CLIENTPHONE.PhoneCategoryType=@mPhoneSource1 AND CLIENTPHONE.ReferenceIdent=CLIENT.ClientIdent AND FirmPhoneTypeLabelName=@mPhoneType1) PHONE1
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTPHONE WHERE CLIENTPHONE.PhoneCategoryType=@mPhoneSource2 AND CLIENTPHONE.ReferenceIdent=CLIENT.ClientIdent AND FirmPhoneTypeLabelName=@mPhoneType2) PHONE2
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTPHONE WHERE CLIENTPHONE.PhoneCategoryType=@mPhoneSource3 AND CLIENTPHONE.ReferenceIdent=CLIENT.ClientIdent AND FirmPhoneTypeLabelName=@mPhoneType3) PHONE3
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTPHONE WHERE CLIENTPHONE.PhoneCategoryType=@mPhoneSource4 AND CLIENTPHONE.ReferenceIdent=CLIENT.ClientIdent AND FirmPhoneTypeLabelName=@mPhoneType4) PHONE4
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTPHONE WHERE CLIENTPHONE.PhoneCategoryType=@mPhoneSource5 AND CLIENTPHONE.ReferenceIdent=CLIENT.ClientIdent AND FirmPhoneTypeLabelName=@mPhoneType5) PHONE5
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTPHONE WHERE CLIENTPHONE.PhoneCategoryType=@mPhoneSource6 AND CLIENTPHONE.ReferenceIdent=CLIENT.ClientIdent AND FirmPhoneTypeLabelName=@mPhoneType6) PHONE6
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTPHONE WHERE CLIENTPHONE.PhoneCategoryType=@mPhoneSource7 AND CLIENTPHONE.ReferenceIdent=CLIENT.ClientIdent AND FirmPhoneTypeLabelName=@mPhoneType7) PHONE7

	/* 3 address types can be selected */
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTADDRESS WHERE CLIENTADDRESS.AddressIdentCategoryType=@mAddressSource1 AND CLIENTADDRESS.ReferenceIdent=CLIENT.ClientIdent AND FirmAddressTypeLabelName=@mAddressType1) ADDRESS1
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTADDRESS WHERE CLIENTADDRESS.AddressIdentCategoryType=@mAddressSource2 AND CLIENTADDRESS.ReferenceIdent=CLIENT.ClientIdent AND FirmAddressTypeLabelName=@mAddressType2) ADDRESS2
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTADDRESS WHERE CLIENTADDRESS.AddressIdentCategoryType=@mAddressSource3 AND CLIENTADDRESS.ReferenceIdent=CLIENT.ClientIdent AND FirmAddressTypeLabelName=@mAddressType3) ADDRESS3

	/* 3 email types can be selected */
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTEMAIL WHERE CLIENTEMAIL.EmailIdentCategoryType=@mEmailSource1 AND CLIENTEMAIL.ReferenceIdent=CLIENT.ClientIdent AND FirmEmailTypeName=@mEmailType1) EMAIL1
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTEMAIL WHERE CLIENTEMAIL.EmailIdentCategoryType=@mEmailSource2 AND CLIENTEMAIL.ReferenceIdent=CLIENT.ClientIdent AND FirmEmailTypeName=@mEmailType2) EMAIL2
	OUTER APPLY (SELECT TOP 1 * FROM CLIENTEMAIL WHERE CLIENTEMAIL.EmailIdentCategoryType=@mEmailSource3 AND CLIENTEMAIL.ReferenceIdent=CLIENT.ClientIdent AND FirmEmailTypeName=@mEmailType3) EMAIL3

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFFCRS.StaffIdentifier,'0') IN (SELECT column1 FROM #stafftemp) THEN 1 ELSE 0 END END) = 1
		AND (CASE WHEN @mClientStatus = ' All' THEN 1 ELSE CASE WHEN CLIENT.ClientStatus = @mClientStatus THEN 1 ELSE 0 END END) = 1
		AND (CASE WHEN @mClientType = ' All' THEN 1 ELSE CASE WHEN CLIENT.ClientType = @mClientType THEN 1 ELSE 0 END END) = 1

	ORDER BY
		-- this is the "filtering" CRS staff info
		STAFFCRS.StaffIdentifier,
		STAFFCRS.ReportName,
		ClientIdSubId,
		ClientSortName


END
GO
/****** Object:  StoredProcedure [dbo].[USP_ClientGroup]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ClientGroup]
AS
BEGIN
	SET NOCOUNT ON;

	SELECT
		CLIENTGROUP.ClientGroupName,
		CLIENTGROUP.FinancialReportingGroupFlag,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName
	from CLIENTGROUP
	LEFT JOIN CLIENT ON CLIENTGROUP.ClientIdent=CLIENT.ClientIdent
	where ClientGroupName<>''
	order by ClientGroupName,ClientIdSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_ClientProduction]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO

CREATE OR ALTER PROCEDURE [dbo].[USP_ClientProduction] 
	@mBegdate AS DATE						/* current balance date range */
	,@mEnddate AS DATE						/* current balance date range */	
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	,@mCRSTitle varchar(32) = 'All'
	,@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN
	-- SET NOCOUNT ON added to prevent extra result sets from
	-- interfering with SELECT statements.
	SET NOCOUNT ON;

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECt
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1
		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName
		,isnull(t1.prodhours,0) as prodhours
		,isnull(t1.[time],0)+isnull(t1.expenses,0) as prodamounts
		,isnull(t2.billhours,0) as billhours
		,isnull(t2.BilledAmount,0) as billedamount
		,isnull(t3.WriteUpDownAmount,0) as writeupdownamount

	FROM
		CLIENT
		LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle
		LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

		left join
			/* production hours and amounts */
			(select
				clientident
				,sum([hours]) AS prodhours
				,sum([time]) AS [time]
				,sum(expenses) AS expenses
			from UVW_WIPAR01Clientident
			where TransactionDate between @mBegdate and @mEnddate
			group by clientident
			) AS t1
			on client.ClientIdent = t1.ClientIdent

		left join
			/* billed hours and billed amount */
			(select
				clientident,
				sum([hours]) AS billhours,
				sum(BilledAmount) AS billedamount
			from UVW_WIPAR02Clientident
			where InvoiceDateTime between @mBegdate and @mEnddate
			group by clientident
			) AS t2
			on client.ClientIdent = t2.clientident

		left join
			/* write up/down */
			(select
				clientident,
				sum(WriteUpDownAmount) as [writeupdownamount]
			from UVW_WIPAR05Clientident
			where InvoiceDateTime between @mBegdate and @mEnddate
			group by clientident
			) AS t3
			on client.ClientIdent = t3.clientident

	WHERE
		client.DeleteFlag = 'F'
		and (t1.prodhours <> 0
			or t1.[time] <> 0
			or t1.expenses <> 0
			or t2.billhours <> 0
			or t2.BilledAmount <> 0
			or t3.WriteUpDownAmount <> 0)
		AND (CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1

	ORDER BY CRS1,client.ClientIdSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_ClientProfile]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ClientProfile]
	@mActiveBegdate DATE
	,@mActiveEnddate DATE
AS
BEGIN

	DECLARE @CRS1 varchar(64) = (SELECT [value] FROM firmoptions WHERE name = 'PPCRS')
	DECLARE @CRS2 varchar(64) = (SELECT [value] FROM firmoptions WHERE name = 'SPCRS')
	DECLARE @CRS3 varchar(64) = (SELECT [value] FROM firmoptions WHERE name = 'BMCRS')
	DECLARE @CRS4 varchar(64) = (SELECT [value] FROM firmoptions WHERE name = 'RPCRS')
	DECLARE @CRS5 varchar(64) = (SELECT [value] FROM firmoptions WHERE name = 'MGCRS')
	DECLARE @CRS6 varchar(64) = (SELECT [value] FROM firmoptions WHERE name = 'TRCRS')
	DECLARE @CRS7 varchar(64) = (SELECT [value] FROM firmoptions WHERE name = 'TPCRS')

	SELECT
		clientidsubid
		,ClientSortName
		,SubordinateDescription
		,CorrespondenceName
		,acquireddatetime
		,ClientStatus
		,CASE WHEN ClientStatus='Inactive' THEN LastInactiveDateTime ELSE '' END AS LastInactiveDateTime
		,CLIENTGROUP.ClientGroupName AS [FinancialReportingClientGroup]
		,ISNULL((SELECT staffname FROM CLIENTCRS
			LEFT JOIN staff ON clientcrs.staffident=staff.staffident
			WHERE clientcrs.clientident=client.clientident
				and [FirmClientStaffAssignmentDescription] = @CRS1),'') AS [crs1]
		,ISNULL((SELECT staffname FROM CLIENTCRS
			LEFT JOIN staff ON clientcrs.staffident=staff.staffident
			WHERE clientcrs.clientident=client.clientident
				and [FirmClientStaffAssignmentDescription] = @CRS2),'') AS [crs2]
		,ISNULL((SELECT staffname FROM CLIENTCRS
			LEFT JOIN staff ON clientcrs.staffident=staff.staffident
			WHERE clientcrs.clientident=client.clientident
				and [FirmClientStaffAssignmentDescription] = @CRS3),'') AS [crs3]
		,ISNULL((SELECT staffname FROM CLIENTCRS
			LEFT JOIN staff ON clientcrs.staffident=staff.staffident
			WHERE clientcrs.clientident=client.clientident
				and [FirmClientStaffAssignmentDescription] = @CRS4),'') AS [crs4]
		,ISNULL((SELECT staffname FROM CLIENTCRS
			LEFT JOIN staff ON clientcrs.staffident=staff.staffident
			WHERE clientcrs.clientident=client.clientident
				and [FirmClientStaffAssignmentDescription] = @CRS5),'') AS [crs5]
		,ISNULL((SELECT staffname FROM CLIENTCRS
			LEFT JOIN staff ON clientcrs.staffident=staff.staffident
			WHERE clientcrs.clientident=client.clientident
				and [FirmClientStaffAssignmentDescription] = @CRS6),'') AS [crs6]
		,ISNULL((SELECT staffname FROM CLIENTCRS
			LEFT JOIN staff ON clientcrs.staffident=staff.staffident
			WHERE clientcrs.clientident=client.clientident
				and [FirmClientStaffAssignmentDescription] = @CRS7),'') AS [crs7]
	FROM client
		LEFT JOIN CLIENTGROUP ON CLIENTGROUP.ClientIdent = CLIENT.ClientIdent
	WHERE
		acquireddatetime BETWEEN @mActiveBegdate AND @mActiveEnddate
	ORDER BY ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ClientProfit]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ClientProfit]
	@mBegdate DATE,
	@mEnddate DATE,
	@mIncludeDeleted char(1) = 'F', /* set to T to include deleted, or set to F to exclude deleted */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	/* ----------------------------------------------------------------------
	   the client profit report is essentially an analysis/breakdown of the
	   WIP billed column of the WIPAR Reconciliation report
	   the main distinction is that progress amounts are not included,
	   and the analysis includes a breakdown of time vs expense amounts

	   12-22-2019 yet another distinction worth pointing out is that this
	   report only considers items to be "billed" if the invoice is 
	   actually posted.
	    ----------------------------------------------------------------------*/

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1,
		client.ClientIdSubId,
		client.ClientSortName,
		ISNULL(t02.Hours,0.00) AS Hours,
		ISNULL(t02.TimeBilledAmount,0.00) AS TimeBilledAmount,
		ISNULL(t02.TimeCost,0.00) AS TimeCost,
		ISNULL(t02.ExpenseBilledAmount,0.00) AS ExpenseBilledAmount,
		/* 10-25-2022 based on some troubleshooting and report comparisons with the built-in Client Profit report
			it appears that the ExpenseCost column should use the amount from ExpenseAdjAmount rather than ExpenseCost */
		ISNULL(t02.ExpenseAdjAmount,0.00) AS ExpenseCost,
		ISNULL(t02.BilledAmount,0.00) AS [BilledAmount],
		ISNULL(t05.WriteUpDownAmount,0.00) AS [WriteUpDownAmount]

	FROM
		CLIENT
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	/* returns billed amounts */
	LEFT JOIN
		(SELECT
			clientident
			,SUM([hours]) AS [Hours]
			,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
			,SUM([TimeCost]) AS [TimeCost]
			,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
			,SUM([ExpenseCost]) AS [ExpenseCost]
			,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
			,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
			,SUM([BilledAmount]) AS [BilledAmount]
		FROM UVW_WIPAR02Clientident
		WHERE
			InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
			/* bug 294718 this particular report only includes items as "billed"
			   if the invoice has been posted so we need to test and filter for this */
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS t02
		ON t02.clientident = client.clientident

	/* returns field WriteUpDownAmount */
	LEFT JOIN
		(SELECT
			ClientIdent
			,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
			,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
			,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE
			InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
			/* bug 294718 this particular report only includes items as "billed"
			   if the invoice has been posted so we need to test and filter for this */
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS t05
		on t05.ClientIdent = client.ClientIdent

	WHERE
		(ISNULL(t02.Hours,0.00) <> 0.00 OR
		ISNULL(t02.BilledAmount,0.00) <> 0.00 OR
		ISNULL(t02.TimeBilledAmount,0.00) <> 0.00 OR
		ISNULL(t02.TimeCost,0.00) <> 0.00 OR
		ISNULL(t02.ExpenseBilledAmount,0.00) <> 0.00 OR
		ISNULL(t02.ExpenseCost,0.00) <> 0.00 OR
		ISNULL(t05.WriteUpDownAmount,0.00) <> 0.00)
		AND (client.deleteflag = 'F' OR client.deleteflag = @mIncludeDeleted)
		AND (CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1

	ORDER BY CRS1,client.ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_ClientRealization]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ClientRealization]
	@mBegdate DATE,
	@mEnddate DATE,
	@mIncludeDeleted char(1) = 'F',		/* set to T to include deleted, or set to F to exclude deleted */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1
		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName
		,ISNULL(t02.[Hours],0.00) AS [Hours]
		,ISNULL(t02.StdAmount,0.00) AS [StdAmount]
		,ISNULL(t02.AdjAmount,0.00) AS [AdjAmount]
		,ISNULL(t02.BilledAmount,0.00) AS [BilledAmount]
		,ISNULL(t02.Cost,0.00) AS [Cost]
		,ISNULL(t03.ProgressBilledAmount,0.00) AS [ProgressBilledAmount]
		,ISNULL(t04.ProgressApplyAmount,0.00) AS [ProgressApplyAmount]
		,ISNULL(t05.writeupdownamount,0.00) AS [WriteUpDownAmount]
		,ISNULL(t01.time,0.00) + isnull(t01.expenses,0.00) AS [production]	/* not related to billed */
		,ISNULL(t09.PaymentAmount,0.00) AS [PaymentAmount]

	FROM CLIENT
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	/* returns billed amounts */
	LEFT JOIN
		(SELECT
			clientident
			,SUM([hours]) AS [Hours]
			,SUM(StdAmount) AS [StdAmount]
			,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
			,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
			,SUM([AdjAmount]) AS [AdjAmount]
			,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
			,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
			,SUM([BilledAmount]) AS [BilledAmount]
			,SUM([TimeCost]) AS [TimeCost]
			,SUM([ExpenseCost]) AS [ExpenseCost]
			,SUM([Cost]) AS [Cost]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
			/* per 248876, this report should only show a transaction as
			   billed when the invoice is fully posted.  this is not consistent
			   with other reports, but it will agree with built-in reports */
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS t02 ON t02.clientident = client.clientident

	/* returns field ProgressBilledAmount */
	LEFT JOIN
		(SELECT
			ClientIdent
			,sum([ProgressBilledAmount]) AS ProgressBilledAmount
		FROM UVW_WIPAR03Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident)
		AS t03 on t03.ClientIdent = client.ClientIdent

	/* returns field ProgressApplyAmount */
	LEFT JOIN
		(Select
			ClientIdent
			,sum([ProgressApplyAmount]) AS ProgressApplyAmount
		FROM UVW_WIPAR04Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident)
		AS t04 on t04.ClientIdent = Client.ClientIdent

	/* returns field WriteUpDownAmount */
	LEFT JOIN
		(SELECT
			ClientIdent
			,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
			,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
			,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
			/* per 308360, this report should only show Write Up/Down transactions
			   when the invoice is fully posted.  This is not consistent
			   with other reports, but it will agree with built-in reports */
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS t05 on t05.ClientIdent = client.ClientIdent

	/* this gets "production" amounts, not related to billed amounts */
	LEFT JOIN
		(SELECT
			Clientident
			,SUM([hours]) AS [hours]
			,sum([time]) as [time]
			,sum([expenses]) as [expenses]
		FROM UVW_WIPAR01Clientident
		WHERE transactiondate BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) as t01 ON t01.Clientident = client.ClientIdent

	/* ar payments */
	/* returns field PaymentAmount */
	LEFT JOIN
		(SELECT
			ClientIdent,
			SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @mBegdate AND @mEnddate
			/* per bug 288444, payments on this report should not include payments
				that were for miscellaneous charges (including finance charges)
			   the change per above bug was later reversed, and it was concluded 
			    there the FC charges SHOULD be included in the payments
				so i am commenting out the change */
			/* and ARChargesIdent IS NULL */
		GROUP BY clientident) AS t09 ON t09.Clientident = client.Clientident
		
	WHERE
		(
		ISNULL(t02.StdAmount,0.00) <> 0.00 OR
		ISNULL(t02.AdjAmount,0.00) <> 0.00 OR
		ISNULL(t02.BilledAmount,0.00) <> 0.00 OR
		ISNULL(t03.ProgressBilledAmount,0.00) <> 0.00 OR
		ISNULL(t04.ProgressApplyAmount,0.00) <> 0.00 OR
		ISNULL(t05.writeupdownamount,0.00) <> 0.00 OR
		ISNULL(t01.time,0.00)+ISNULL(t01.expenses,0.00) <> 0 OR
		ISNULL(t09.PaymentAmount,0.00)<>0.00)
		AND (client.deleteflag = 'F' OR client.deleteflag = @mIncludeDeleted)
		AND (CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1

	ORDER BY
		CRS1,CLIENT.ClientIdSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_DepositReport]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_DepositReport]
	@mBegdate DATE,
	@mEnddate DATE,
	@mSubtotal INT=0,	/* 0=client (default), 1=state/city */
	@mState VARCHAR(3)='ALL',
	@mOfficelist varchar(MAX)	/* contains a list of offices in the form of IN('Office1','Office2','Office3') */
AS
BEGIN
	SET NOCOUNT ON;

	/* this will create a temporary table that holds the list of offices selected */
	CREATE TABLE #officetemp (column1 NVARCHAR(255))
	INSERT INTO #officetemp select * from [dbo].[UFN_String2Table](@mOfficelist)


	/* this report can either be run with subtotals at the client level
		or at the state/city level */

	SELECT
		CLIENT.ClientOfficeName,
		CASE @mSubtotal WHEN 1 THEN ISNULL(CLIENTADDRESS.StateProvinceCode,' No Selection') ELSE CLIENT.ClientIdSubId END AS SubTotal1,
		CASE @mSubtotal WHEN 1 THEN ISNULL(CLIENTADDRESS.CityName,' No Selection') ELSE CLIENT.ClientIdSubId END AS SubTotal2,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		ISNULL(CLIENTADDRESS.CityName,'') AS CityName,
		ISNULL(CLIENTADDRESS.StateProvinceCode,'') AS StateProvinceCode,
		ISNULL(CLIENTADDRESS.PostalCode,'') AS PostalCode,
		ARTRANSACTION.ReferenceNumber,
		ARTRANSACTION.PaymentMethod,
		ARTRANSACTION.TransactionDateTime,
		ARTRANSACTION.Amount
	FROM ARTRANSACTION
	LEFT JOIN CLIENT ON
		CLIENT.ClientIdent=ARTRANSACTION.ClientIdent
	LEFT JOIN CLIENTADDRESS ON
		CLIENT.ClientIdent=CLIENTADDRESS.ReferenceIdent
		AND CLIENTADDRESS.ReferenceIdentType='ClientIntID'
		AND CLIENTADDRESS.PrimaryAddressFlag='T'
	WHERE
		AREntryTypeIntCode=1
		and Posted=1
		and TransactionDateTime between @mBegDate and @mEndDate
		and CASE WHEN @mState='ALL'
			THEN 1
			ELSE
				CASE WHEN ISNULL(CLIENTADDRESS.StateProvinceCode,'')=@mState
				THEN 1
				ELSE 0
				END
			END=1
		AND ClientOfficeName IN (SELECT column1 FROM #officetemp)
	ORDER BY
		CLIENT.ClientOfficeName,
		CASE @mSubtotal WHEN 1 THEN ISNULL(CLIENTADDRESS.StateProvinceCode,'') ELSE '' END,
		CASE @mSubtotal WHEN 1 THEN ISNULL(CLIENTADDRESS.CityName,'') ELSE '' END,
		ARTRANSACTION.TransactionDateTime,
		CLIENT.ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_DropIndexes]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_DropIndexes]
AS
BEGIN
	SET NOCOUNT ON;

	/* there is a new DROP INDEX IF EXISTS syntax,
	   but it only works in SQL Server 2016 or higher, so we can't use it
	   https://www.mssqltips.com/sqlservertip/4402/new-drop-if-exists-syntax-in-sql-server-2016/

	   examples from above site
		-- Old block of code
		IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_TOY_BRANDS_NAME') 
		DROP INDEX [IDX_TOY_BRANDS_NAME] ON [TOY].[BRANDS]
		GO

		-- New block of code
		DROP INDEX IF EXISTS [IDX_TOY_BRANDS_NAME] ON [TOY].[BRANDS]
		GO
	*/

	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU001') 
		DROP INDEX [IDX_DAU001] ON [dbo].[ARTRANSACTION]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU002') 
		DROP INDEX [IDX_DAU002] ON [dbo].[CLIENTCRS]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU003') 
		DROP INDEX [IDX_DAU003] ON [dbo].[ARTRANSACTION]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU004') 
		DROP INDEX [IDX_DAU004] ON [dbo].[ARCHARGES]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU005') 
		DROP INDEX [IDX_DAU005] ON [dbo].[CLIENT]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU006') 
		DROP INDEX [IDX_DAU006] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU007') 
		DROP INDEX [IDX_DAU007] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU008') 
		DROP INDEX [IDX_DAU008] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU009') 
		DROP INDEX [IDX_DAU009] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU010') 
		DROP INDEX [IDX_DAU010] ON [dbo].[CLIENT]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU011') 
		DROP INDEX [IDX_DAU011] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU012') 
		DROP INDEX [IDX_DAU012] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU013') 
		DROP INDEX [IDX_DAU013] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU014') 
		DROP INDEX [IDX_DAU014] ON [dbo].[INVOICE]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU015') 
		DROP INDEX [IDX_DAU015] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU016') 
		DROP INDEX [IDX_DAU016] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU017') 
		DROP INDEX [IDX_DAU017] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU018') 
		DROP INDEX [IDX_DAU018] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU019') 
		DROP INDEX [IDX_DAU019] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU020') 
		DROP INDEX [IDX_DAU020] ON [dbo].[WIP]
	IF  EXISTS (SELECT * FROM sys.indexes WHERE NAME = N'IDX_DAU021') 
		DROP INDEX [IDX_DAU021] ON [dbo].[WIP]

END
GO
/****** Object:  StoredProcedure [dbo].[USP_EmployeeMonthlyAnalysis]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_EmployeeMonthlyAnalysis]
	@mBegdate DATE,
	@mEnddate DATE,
	@mOffice VARCHAR(64)
AS
BEGIN

	SELECT	
		STAFF.StaffOfficeName,
		STAFF.ReportName,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		t1.*

	FROM
		(SELECT
			StaffIdent
			,ClientIdent
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,0,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,0,@mBegdate)) THEN Hours ELSE 0 END) AS c01
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,1,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,1,@mBegdate)) THEN Hours ELSE 0 END) AS c02
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,2,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,2,@mBegdate)) THEN Hours ELSE 0 END) AS c03
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,3,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,3,@mBegdate)) THEN Hours ELSE 0 END) AS c04
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,4,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,4,@mBegdate)) THEN Hours ELSE 0 END) AS c05
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,5,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,5,@mBegdate)) THEN Hours ELSE 0 END) AS c06
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,6,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,6,@mBegdate)) THEN Hours ELSE 0 END) AS c07
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,7,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,7,@mBegdate)) THEN Hours ELSE 0 END) AS c08
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,8,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,8,@mBegdate)) THEN Hours ELSE 0 END) AS c09
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,9,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,9,@mBegdate)) THEN Hours ELSE 0 END) AS c10
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,10,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,10,@mBegdate)) THEN Hours ELSE 0 END) AS c11
			, SUM(CASE WHEN YEAR(TransactionDate) = YEAR(DATEADD(m,11,@mBegdate)) AND MONTH(TransactionDate) = MONTH(DATEADD(m,11,@mBegdate)) THEN Hours ELSE 0 END) AS c12

		FROM WIP

		WHERE
			TransactionDate BETWEEN @mBegdate AND @mEnddate
			AND TEStatusCode = 3								/* 3=posted */
			AND WIPTypeCode=0									/* 0=Time */
			AND (BillingStatusCode=0 OR BillingStatusCode=2)	/* 0=Unbilled 1=History 2=Final Billed */

		GROUP BY
			StaffIdent
			,ClientIdent

		) AS T1
	LEFT JOIN STAFF ON STAFF.StaffIdent=t1.StaffIdent
	LEFT JOIN CLIENT ON CLIENT.ClientIdent=t1.ClientIdent

	WHERE
		STAFF.DeleteFlag = 'F'
		AND CASE WHEN @mOffice='All' THEN STAFF.StaffOfficeName ELSE @mOffice END = STAFF.StaffOfficeName

	ORDER BY
		STAFF.StaffOfficeName,
		STAFF.ReportName,
		CLIENT.ClientIDSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_EmployeeSemiMonthlyTimesheet]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_EmployeeSemiMonthlyTimesheet]
	@mBegdate DATE,
	@mEnddate DATE,
	@mDatetype smallint = 0,		/* 0=TransactionDate 1=PostedDateTime */
	@mUnreleased bit = 1,
	@mReleased bit = 1,
	@mReviewed bit = 1,
	@mPosted bit = 1
AS
BEGIN
SELECT
	STAFF.StaffPosition
	,STAFF.StaffName
	,ISNULL(T1.IsBillableFlag,1) AS IsBillableFlag
	,ISNULL(T1.ServiceCodeID2,'') AS ServiceCodeID2
	,ISNULL(T1.ServiceCodeName2,' Unassigned') AS ServiceCodeName2
	,ISNULL(T1.C01,0.00) AS C01
	,ISNULL(T1.C02,0.00) AS C02
	,ISNULL(T1.C03,0.00) AS C03
	,ISNULL(T1.C04,0.00) AS C04
	,ISNULL(T1.C05,0.00) AS C05
	,ISNULL(T1.C06,0.00) AS C06
	,ISNULL(T1.C07,0.00) AS C07
	,ISNULL(T1.C08,0.00) AS C08
	,ISNULL(T1.C09,0.00) AS C09
	,ISNULL(T1.C10,0.00) AS C10
	,ISNULL(T1.C11,0.00) AS C11
	,ISNULL(T1.C12,0.00) AS C12
	,ISNULL(T1.C13,0.00) AS C13
	,ISNULL(T1.C14,0.00) AS C14
	,ISNULL(T1.C15,0.00) AS C15
	,ISNULL(T1.C16,0.00) AS C16
FROM STAFF
	LEFT JOIN
	(SELECT
		WIP.StaffIdent
		, WIP.IsBillableFlag
		, ISNULL(ServiceCodeID,'') AS ServiceCodeID2
		, ISNULL(ServiceCodeName,' Unassigned') AS ServiceCodeName2
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d,-15,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d,-14,@mEnddate)) THEN Hours ELSE 0 END) AS c01
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d,-14,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d,-13,@mEnddate)) THEN Hours ELSE 0 END) AS c02
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d,-13,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d,-12,@mEnddate)) THEN Hours ELSE 0 END) AS c03
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d,-12,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d,-11,@mEnddate)) THEN Hours ELSE 0 END) AS c04
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d,-11,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d,-10,@mEnddate)) THEN Hours ELSE 0 END) AS c05
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d,-10,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d, -9,@mEnddate)) THEN Hours ELSE 0 END) AS c06
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d, -9,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d, -8,@mEnddate)) THEN Hours ELSE 0 END) AS c07
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d, -8,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d, -7,@mEnddate)) THEN Hours ELSE 0 END) AS c08
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d, -7,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d, -6,@mEnddate)) THEN Hours ELSE 0 END) AS c09
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d, -6,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d, -5,@mEnddate)) THEN Hours ELSE 0 END) AS c10
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d, -5,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d, -4,@mEnddate)) THEN Hours ELSE 0 END) AS c11
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d, -4,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d, -3,@mEnddate)) THEN Hours ELSE 0 END) AS c12
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d, -3,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d, -2,@mEnddate)) THEN Hours ELSE 0 END) AS c13
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d, -2,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d, -1,@mEnddate)) THEN Hours ELSE 0 END) AS c14
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d, -1,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d,  0,@mEnddate)) THEN Hours ELSE 0 END) AS c15
		, SUM(CASE WHEN (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= DateAdd(d,  0,@mEnddate) And CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d,  1,@mEnddate)) THEN Hours ELSE 0 END) AS c16
	FROM WIP
		LEFT JOIN SERVICECODE ON WIP.ServiceCodeIdent = SERVICECODE.ServiceCodeIdent
	WHERE
		(CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END >= @mBegdate)
		AND (CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END < DateAdd(d,1,@mEnddate))
		AND WIP.Hours<>0.00
		AND WIP.WIPTypeCode=0			/* 0=Time */
		AND (WIP.BillingStatusCode=0 OR WIP.BillingStatusCode=2)	/* 0=Unbilled 1=History 2=Final Billed */
		/* test for which WIP status codes to include in report */
		AND (CASE WHEN @mUnreleased=1 AND WIP.TEStatuscode=0 THEN 1 ELSE 0 END=1
			OR CASE WHEN @mReleased=1 AND WIP.TEStatuscode=1 THEN 1 ELSE 0 END=1
			OR CASE WHEN @mReviewed=1 AND WIP.TEStatuscode=2 THEN 1 ELSE 0 END=1
			OR CASE WHEN @mPosted=1 AND WIP.TEStatuscode=3 THEN 1 ELSE 0 END=1)
		/* 03/07/2024 - had a long discussion with Nick and Joe about whether it is necessary to filter on TransferStatusCode
			I looked at a number of transaction examples, and came to this conclusion
			1)  If TransferStatusCode=1 (TransferIn), then it has to be included in the report,
				and it is treated just like a normal transaction where the TransferStatusCode=0
			2)  if TransferStatusCode=2 (TransferOut), then the amounts in the record are set to 0
				(hours, stdamount, adjamount, etc) so the record has no effect on reporting				
		*/
		/* AND WIP.TransferStatusCode=0 */	/* 0=None 1=TransferIn 2=TransferOut 3=ReversingEntry */
	GROUP BY
		WIP.StaffIdent
		, WIP.IsBillableFlag
		, ISNULL(ServiceCodeID,'')
		, ISNULL(ServiceCodeName,' Unassigned')
	) AS T1
	ON T1.StaffIdent = STAFF.StaffIdent
WHERE STAFF.StaffStatus = 'Active' AND STAFF.DeleteFlag = 'F'
ORDER BY StaffPosition,StaffName,IsBillableFlag DESC,ServiceCodeID2
END
GO
/****** Object:  StoredProcedure [dbo].[USP_GeneralLedgerReconciliation]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_GeneralLedgerReconciliation]

	@mBegdate1 AS DATE						/* current balance date range */
	,@mEnddate1 AS DATE						/* current balance date range */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	,@mCRSTitle varchar(32) = 'All'
	,@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
	,@mSortOrder AS INT = 0					/* 0 = sort by clientid, 1 = sort by clientsortname */
	,@mIncludeDeleted CHAR(1) = 'F'			/* set to F to exclude deleted, or set to T to include deleted */

AS
BEGIN

	SET NOCOUNT ON;

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)


	/* beginning balances */
	SELECT
		Clientident
		,sum([time]) as [time]
		,sum([expenses]) as [expenses]
	INTO #s01
	FROM UVW_WIPAR01Clientident
	WHERE transactiondate < @mBegdate1
	GROUP BY clientident

	SELECT
		clientident
		,SUM([BilledAmount]) AS [BilledAmount]
	INTO #s02
	FROM UVW_WIPAR02Clientident
	WHERE InvoiceDateTime < @mBegdate1
		AND InvoiceStatusCode = 1
	GROUP BY clientident

	SELECT
		ClientIdent
		,sum([ProgressBilledAmount]) AS ProgressBilledAmount
	INTO #s03
	FROM UVW_WIPAR03Clientident
	WHERE InvoiceDateTime < @mBegdate1
		AND InvoiceStatusCode = 1
	GROUP BY clientident

	Select
		ClientIdent
		,sum([ProgressApplyAmount]) AS ProgressApplyAmount
	INTO #s04
	FROM UVW_WIPAR04Clientident
	WHERE InvoiceDateTime < @mBegdate1
		AND InvoiceStatusCode = 1
	GROUP BY clientident

	SELECT
		ClientIdent
		,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
	INTO #s05
	FROM UVW_WIPAR05Clientident
	WHERE InvoiceDateTime < @mBegdate1
		AND InvoiceStatusCode = 1
	GROUP BY clientident

	/* AR Components */
	SELECT
		clientident,
		ISNULL([1],0.00) AS Invoice,
		ISNULL([2],0.00) AS SalesTax,
		ISNULL([3],0.00) AS FinChg,
		ISNULL([4],0.00) AS PmtsDistributed,
		ISNULL([5],0.00) AS PmtsUndistributed,
		ISNULL([6],0.00) AS Adj23Distributed,
		ISNULL([7],0.00) AS Adj67Distributed,
		ISNULL([8],0.00) AS Adj23Undistributed,
		ISNULL([9],0.00) AS Adj67Undistributed,
		ISNULL([10],0.00) AS AdjOther,
		ISNULL([11],0.00) AS WriteOffDistributed,
		ISNULL([12],0.00) AS WriteOffUndistributed
	INTO #s06
	FROM   
		(SELECT Amount, clientident, transactiontype
		FROM UVW_ARComponentDetail
		WHERE TransactionDate < @mBegdate1
		) p  
	PIVOT  
		(SUM(Amount) 
		FOR TransactionType IN  
		( [1], [2], [3], [4], [5], [6], [7], [8], [9], [10], [11], [12] )  
		) AS pvt

	/* current time expense */
	SELECT
		Clientident
		,sum([time]) as [time]
		,sum([expenses]) as [expenses]
	INTO #t01
	FROM UVW_WIPAR01Clientident
	WHERE transactiondate BETWEEN @mBegdate1 AND @mEnddate1
	GROUP BY clientident

	SELECT
		clientident
		,SUM([BilledAmount]) AS [BilledAmount]
	INTO #t02
	FROM UVW_WIPAR02Clientident
	WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
		AND InvoiceStatusCode = 1
	GROUP BY clientident

	SELECT
		ClientIdent
		,sum([ProgressBilledAmount]) AS ProgressBilledAmount
	INTO #t03
	FROM UVW_WIPAR03Clientident
	WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
		AND InvoiceStatusCode = 1
	GROUP BY clientident

	Select
		ClientIdent
		,sum([ProgressApplyAmount]) AS ProgressApplyAmount
	INTO #t04
	FROM UVW_WIPAR04Clientident
	WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
		AND InvoiceStatusCode = 1
	GROUP BY clientident

	SELECT
		ClientIdent
		,SUM(ISNULL(writeupAmount,0)) AS WriteUpAmount
		,SUM(ISNULL(writedownAmount,0)) AS WriteDownAmount
	INTO #t05
	FROM UVW_WIPAR05Clientident
	WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
		AND InvoiceStatusCode = 1
	GROUP BY clientident

	SELECT
		clientident,
		ISNULL([1],0.00) AS Invoice,
		ISNULL([2],0.00) AS SalesTax,
		ISNULL([3],0.00) AS FinChg,
		ISNULL([4],0.00) AS PmtsDistributed,
		ISNULL([5],0.00) AS PmtsUndistributed,
		ISNULL([6],0.00) AS Adj23Distributed,
		ISNULL([7],0.00) AS Adj67Distributed,
		ISNULL([8],0.00) AS Adj23Undistributed,
		ISNULL([9],0.00) AS Adj67Undistributed,
		ISNULL([10],0.00) AS AdjOther,
		ISNULL([11],0.00) AS WriteOffDistributed,
		ISNULL([12],0.00) AS WriteOffUndistributed
	INTO #t06
	FROM   
		(SELECT Amount, clientident, transactiontype
		FROM UVW_ARComponentDetail
		WHERE TransactionDate BETWEEN @mBegdate1 AND @mEnddate1
		) p  
	PIVOT  
		(SUM(Amount) 
		FOR TransactionType IN  
		( [1], [2], [3], [4], [5], [6], [7], [8], [9], [10], [11], [12] )  
		) AS pvt



	SELECT
		/* this particular report allow the primary sort to be either CRS or Business Unit
			if Business Unit is desired, this must be passed in as the CRS Title */
		CASE @mCRSTitle
		WHEN 'Office' THEN
			ISNULL([CLIENT].ClientOfficeName,' No Selection')
		WHEN 'Business Unit' THEN
			/* get the Office-Business Unit for this client */
			ISNULL([CLIENT].ClientOfficeName,' No Selection') + ' - ' + ISNULL([CLIENT].ClientBusinessUnitName,' No Selection')
		ELSE
			/* get the CRS Staff Name for this client */
			ISNULL((SELECT STAFF.StaffName
				FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
				WHERE ClientIdent=CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection')
		END AS CRS1

		,[CLIENT].ClientIdSubId
		,[Client].ClientSortName,

		/* beginning WIP balance */
		(isnull(#s01.time,0.00)
			+isnull(#s01.expenses,0.00)
			-isnull(#s02.BilledAmount,0.00)
			-isnull(#s03.ProgressBilledAmount,0.00)
			+isnull(#s04.ProgressApplyAmount,0.00)
			+isnull(#s05.writeupdownamount,0.00)) AS [s01_wipbalance],

		/* beginning progress balance */
		(isnull(#s03.ProgressBilledAmount,0.00)
			- isnull(#s04.ProgressApplyAmount,0.00)) AS [s01_progressbalance],

		/* beginning A/R balance */
		(isnull(#s06.Invoice,0.00)
			+ isnull(#s06.SalesTax,0.00)
			+ isnull(#s06.FinChg,0.00)
			+ isnull(#s06.PmtsDistributed,0.00)
			+ isnull(#s06.PmtsUndistributed,0.00)
			+ isnull(#s06.Adj23Distributed,0.00)
			+ isnull(#s06.Adj23Undistributed,0.00)
			+ isnull(#s06.Adj67Distributed,0.00)
			+ isnull(#s06.Adj67Undistributed,0.00)
			+ isnull(#s06.AdjOther,0.00)
			+ isnull(#s06.WriteOffDistributed,0.00)
			+ isnull(#s06.WriteOffUndistributed,0.00)) AS [s01_arbalance],

		(isnull(#t01.time,0.00)) as [t01_time],
		(isnull(#t01.expenses,0.00)) as [t01_expenses],
		(isnull(#t02.BilledAmount,0.00)) as [t02_BilledAmount],
		(isnull(#t03.ProgressBilledAmount,0.00)) as [t03_ProgressBilledAmount],
		(isnull(#t04.ProgressApplyAmount,0.00)) as [t04_ProgressApplyAmount],
		(isnull(#t05.writeupamount,0.00)) as [t05_WriteUpAmount],
		(isnull(#t05.writedownamount,0.00)) as [t05_WriteDownAmount],

		/* A/R components */
		(isnull(#t06.Invoice,0.00)) as [t06_Invoice],
		(isnull(#t06.SalesTax,0.00)) as [t06_SalesTax],
		(isnull(#t06.FinChg,0.00)) as [t06_FinChg],
		(isnull(#t06.PmtsDistributed,0.00) + isnull(#t06.PmtsUndistributed,0.00)) as [t06_Payments],
		(isnull(#t06.Adj23Distributed,0.00) + isnull(#t06.Adj23Undistributed,0.00)) as [t06_Adj23],
		(isnull(#t06.Adj67Distributed,0.00) + isnull(#t06.Adj67Undistributed,0.00)) as [t06_Adj67],
		(isnull(#t06.AdjOther,0.00)) as [t06_AdjOther],
		(isnull(#t06.WriteOffDistributed,0.00) + isnull(#t06.WriteOffUndistributed,0.00)) as [t06_WriteOff]

	FROM
		client
		LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
		LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	/* beginning balances */
	LEFT JOIN #s01 on client.ClientIdent = #s01.Clientident
	LEFT JOIN #s02 on client.ClientIdent = #s02.Clientident
	LEFT JOIN #s03 on client.ClientIdent = #s03.Clientident
	LEFT JOIN #s04 on client.ClientIdent = #s04.Clientident
	LEFT JOIN #s05 on client.ClientIdent = #s05.ClientIdent

	/* A/R components */
	LEFT JOIN #s06 ON client.ClientIdent = #s06.ClientIdent

	/* time/expenses */
	LEFT JOIN #t01 on client.ClientIdent = #t01.Clientident
	LEFT JOIN #t02 on client.ClientIdent = #t02.Clientident
	LEFT JOIN #t03 on client.ClientIdent = #t03.Clientident
	LEFT JOIN #t04 on client.ClientIdent = #t04.Clientident
	LEFT JOIN #t05 on client.ClientIdent = #t05.ClientIdent
	/* A/R components */
	LEFT JOIN #t06 ON Client.ClientIdent = #t06.ClientIdent

	WHERE
		(CASE WHEN @mCRSTitle = 'All' OR @mCRSTitle = 'Business Unit' OR @mCRSTitle = 'Office'
			THEN 1
			ELSE
				CASE WHEN
					ISNULL((SELECT STAFF.StaffIdentifier
					FROM CLIENTCRS
					LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
					WHERE ClientIdent=CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),'0')
					IN (SELECT column1 FROM #tempstaff)
				THEN 1
				ELSE 0 END
			END) = 1	
		AND (
			(isnull(#s01.time,0.00)
				+isnull(#s01.expenses,0.00)
				-isnull(#s02.BilledAmount,0.00)
				-isnull(#s03.ProgressBilledAmount,0.00)
				+isnull(#s04.ProgressApplyAmount,0.00)
				+isnull(#s05.writeupdownamount,0.00)) <> 0
			OR (isnull(#s03.ProgressBilledAmount,0.00)
				- isnull(#s04.ProgressApplyAmount,0.00)) <> 0
			OR (isnull(#s06.Invoice,0.00)
				+ isnull(#s06.SalesTax,0.00)
				+ isnull(#s06.FinChg,0.00)
				+ isnull(#s06.PmtsDistributed,0.00)
				+ isnull(#s06.PmtsUndistributed,0.00)
				+ isnull(#s06.Adj23Distributed,0.00)
				+ isnull(#s06.Adj23Undistributed,0.00)
				+ isnull(#s06.Adj67Distributed,0.00)
				+ isnull(#s06.Adj67Undistributed,0.00)
				+ isnull(#s06.AdjOther,0.00)
				+ isnull(#s06.WriteOffDistributed,0.00)
				+ isnull(#s06.WriteOffUndistributed,0.00)) <> 0
			OR (isnull(#t01.time,0.00)) <> 0
			OR (isnull(#t01.expenses,0.00)) <> 0
			OR (isnull(#t02.BilledAmount,0.00)) <> 0
			OR (isnull(#t03.ProgressBilledAmount,0.00)) <> 0
			OR (isnull(#t04.ProgressApplyAmount,0.00)) <> 0
			OR (isnull(#t05.writeupamount,0.00)) <> 0
			OR (isnull(#t05.writedownamount,0.00)) <> 0
			OR (isnull(#t06.Invoice,0.00)) <> 0
			OR (isnull(#t06.SalesTax,0.00)) <> 0
			OR (isnull(#t06.FinChg,0.00)) <> 0
			OR (isnull(#t06.PmtsDistributed,0.00) + isnull(#t06.PmtsUndistributed,0.00)) <> 0
			OR (isnull(#t06.Adj23Distributed,0.00) + isnull(#t06.Adj23Undistributed,0.00)) <> 0
			OR (isnull(#t06.Adj67Distributed,0.00) + isnull(#t06.Adj67Undistributed,0.00)) <> 0
			OR (isnull(#t06.AdjOther,0.00)) <> 0
			OR (isnull(#t06.WriteOffDistributed,0.00) + isnull(#t06.WriteOffUndistributed,0.00)) <> 0
		)

	ORDER BY CRS1,ClientIdSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_HighClientBilling]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_HighClientBilling]
	@mBegdate AS varchar(10),
	@mEnddate AS varchar(10),
	@mCount AS int = 0,
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN
	SET NOCOUNT ON;
	DECLARE @mCount2 INT = CASE WHEN @mCount=0 THEN 999999 ELSE @mCount END

	/* this is the High Client Billing query
	   note that the billing amount includes the net effect of progress bills/payments */
	SELECT TOP (@mCount2)
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		ISNULL(t02.BilledAmount,0.00) + ISNULL(t03.ProgressBilledAmount,0.00) - ISNULL(t04.ProgressApplyAmount,0.00) AS BilledAmount,
		ISNULL(t01.time,0.00) + ISNULL(t01.expenses,0.00) AS Production,
		iSNULL(t09.PaymentAmount,0.00) AS PaymentAmount
	FROM CLIENT

	LEFT JOIN
		/* production */
		(SELECT
			Clientident
			,SUM([hours]) AS [hours]
			,sum([time]) as [time]
			,sum([expenses]) as [expenses]
		FROM UVW_WIPAR01Clientident
		WHERE transactiondate BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) AS t01 on t01.Clientident=client.ClientIdent

	LEFT JOIN
		/* billed amounts */
		(SELECT
			clientident
			,SUM([hours]) AS [Hours]
			,SUM(StdAmount) AS [StdAmount]
			,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
			,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
			,SUM([AdjAmount]) AS [AdjAmount]
			,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
			,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
			,SUM([BilledAmount]) AS [BilledAmount]
			,SUM([TimeCost]) AS [TimeCost]
			,SUM([ExpenseCost]) AS [ExpenseCost]
			,SUM([Cost]) AS [Cost]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) AS t02 on t02.clientident=client.ClientIdent

	LEFT JOIN
		/* progress billed */
		(SELECT
			ClientIdent
			,sum([ProgressBilledAmount]) AS ProgressBilledAmount
		FROM UVW_WIPAR03Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) AS t03 ON t03.clientident=client.ClientIdent

	LEFT JOIN
		/* progress applied */
		(Select
			ClientIdent
			,sum([ProgressApplyAmount]) AS ProgressApplyAmount
		FROM UVW_WIPAR04Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) AS t04 ON t04.clientident=client.ClientIdent

	LEFT JOIN
		/* AR payments */
		(SELECT
			clientident
			,SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident) AS t09 ON t09.ClientIdent = client.ClientIdent

	ORDER BY BilledAmount DESC
END
GO
/****** Object:  StoredProcedure [dbo].[USP_InvoiceHistory01]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_InvoiceHistory01]
	@PYFDate DATE,
	@PYTDate DATE,
	@CYFDate DATE,
	@CYTDate DATE,
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN
	/* this is a custom report for 138543
	   for consistency, i should rename this proc since it is used in a custom report
	   Billing Analysis Comparative
	   note that this query is very similar to UVW_WIPAR06ClientIdent, and i may consider using that instead of this query
	   */
	SET NOCOUNT ON;

	/* this section createss a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent=T1.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		T1.*
	FROM
		(SELECT
			clientident
			/* date range 1 */
			,SUM(CASE WHEN InvoiceDateTime BETWEEN @PYFDate AND @PYTDate THEN StdWIPAmount ELSE 0.00 END) AS PY01
			,SUM(CASE WHEN InvoiceDateTime BETWEEN @PYFDate AND @PYTDate THEN AdjustmentAmount ELSE 0.00 END) AS PY02
			,SUM(CASE WHEN InvoiceDateTime BETWEEN @PYFDate AND @PYTDate THEN TaxAmount + ProgressBilledAmount - ProgressApplyAmount + ProgressTaxAmount - ProgressTaxAppAmount ELSE 0.00 END) AS PY03
			/* total invoiced is just the sum of c5, c6, and c8.  this should tie with the total invoiced column of the WIPAR Reconciliation report */
			/* date range 2 */
			,SUM(CASE WHEN InvoiceDateTime BETWEEN @CYFDate AND @CYTDate THEN StdWIPAmount ELSE 0.00 END) AS CY01
			,SUM(CASE WHEN InvoiceDateTime BETWEEN @CYFDate AND @CYTDate THEN AdjustmentAmount ELSE 0.00 END) AS CY02
			,SUM(CASE WHEN InvoiceDateTime BETWEEN @CYFDate AND @CYTDate THEN TaxAmount + ProgressBilledAmount - ProgressApplyAmount + ProgressTaxAmount - ProgressTaxAppAmount ELSE 0.00 END) AS CY03
			/* total invoiced is just the sum of c5, c6, and c8.  this should tie with the total invoiced column of the WIPAR Reconciliation report */
		FROM INVOICE
		WHERE StatusCode = 1	/* posted */
		GROUP BY clientident) as T1
	LEFT JOIN CLIENT ON CLIENT.clientident=T1.clientident
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent
	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1
		AND (T1.PY01 + T1.PY02 + T1.PY03 <> 0 OR T1.CY01 + T1.CY02 + T1.CY03 <> 0)
	ORDER BY ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_InvoiceHistory02]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_InvoiceHistory02]
	@mBegdate AS smalldatetime,
	@mEnddate AS smalldatetime,
	/* note....for this query, we only call it for one specific client,
	   so the client selection must take place before calling */
	@mClientIdSubId AS nvarchar(129)
AS
BEGIN
	/* this query is used to run the Invoice History section for a specific client Billing Worksheet */

	SELECT
		ISNULL(t02.invoicenumber,'') AS InvoiceNumber,
		t02.InvoiceDateTime,
		ISNULL(t02.BilledHours,0.00) AS BilledHours,
		ISNULL(t02.BilledAmount,0.00) AS BilledAmount,
		ISNULL(t05.WriteUpDownAmount,0.00) AS WriteUpDownAmount,
		ISNULL(t03.ProgressBilledAmount,0.00) AS ProgressBilledAmount,
		ISNULL(t04.ProgressApplyAmount,0.00) AS ProgressApplyAmount

	FROM
		CLIENT

	/* this query gives us the current period totals by invoice number */
	LEFT JOIN
		/* invoiced w/o progress */
		/* NOTE.....this amount already includes the WriteUpDown
			so, if you want to show the pre-writeupdown billed amount, you need to remove writeupdown */
		(SELECT
			clientident
			,InvoiceNumber
			,InvoiceDateTime
			,SUM([Hours]) AS BilledHours
			,SUM([BilledAmount]) AS BilledAmount
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
			AND InvoiceStatusCode = 1
		GROUP BY clientident,InvoiceNumber,InvoiceDateTime) t02
		ON t02.ClientIdent = CLIENT.ClientIdent

	/* write up/down amount */
	LEFT JOIN
		(SELECT
			clientident
			,InvoiceNumber
			,SUM([WriteUpDownAmount]) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime Between @mBegdate AND @mEnddate
		GROUP BY clientident,InvoiceNumber) AS t05
		ON t02.clientident=t05.ClientIdent AND t02.InvoiceNumber=t05.InvoiceNumber

	/* progress billed */
	LEFT JOIN
		(select
			clientident
			,InvoiceNumber
			,SUM([ProgressBilledAmount]) AS ProgressBilledAmount
		from [UVW_WIPAR03Clientident]
		where InvoiceDateTime between @mBegdate AND @mEnddate
		GROUP BY clientident,InvoiceNumber) AS t03
		ON t02.clientident=t03.clientident AND t02.InvoiceNumber=t03.InvoiceNumber

	/* progress applied */
	LEFT JOIN
		(SELECT
			clientident
			,InvoiceNumber
			,SUM([ProgressApplyAmount]) AS ProgressApplyAmount
		FROM [UVW_WIPAR04Clientident]
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident,InvoiceNumber) T04
		ON t02.clientident=t04.clientident AND t02.InvoiceNumber=t04.InvoiceNumber

	WHERE
		CLIENT.ClientIdSubId = @mClientIdSubId
		AND (ISNULL(t02.BilledAmount,0.00) <> 0
			OR ISNULL(t05.WriteUpDownAmount,0.00) <> 0
			OR ISNULL(t03.ProgressBilledAmount,0.00) <> 0
			OR ISNULL(t04.ProgressApplyAmount,0.00) <> 0)

	ORDER BY
		invoicenumber

END
GO
/****** Object:  StoredProcedure [dbo].[USP_InvoiceNumberStatus]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_InvoiceNumberStatus]
	@mBegdate AS smalldatetime,
	@mEnddate AS smalldatetime
AS
BEGIN

	select
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		InvoiceNumber,
		InvoiceDateTime,
		StdWIPAmount,
		AdjustmentAmount,
		ProgressBilledAmount,
		ProgressApplyAmount
	from UVW_WIPAR06Clientident
	left join CLIENT ON UVW_WIPAR06Clientident.ClientIdent = CLIENT.ClientIdent
	where InvoiceDateTime between @mBegdate and @mEnddate
	order by CLIENT.ClientIdSubId,UVW_WIPAR06Clientident.InvoiceNumber

END
GO
/****** Object:  StoredProcedure [dbo].[USP_KeyAmountsSummary]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_KeyAmountsSummary]
	@mBegdate1 AS DATE						/* current balance date range */
	,@mEnddate1 AS DATE						/* current balance date range */
	,@mSortOrder AS INT = 0					/* 0 = sort by clientid, 1 = sort by clientsortname */
	,@mIncludeDeleted CHAR(1) = 'F'			/* set to F to exclude deleted, or set to T to include deleted */
AS
BEGIN

	-- this is a summary of key amounts that appear on the billing worksheet summary
	-- but get generated based on other common reports. this is just a proof
	-- of those numbers, which can be run for any date range and checked against the
	-- reports as noted below
	SELECT
		/* verified with WIPAR Reconciliation */
		SUM(isnull(t01.hours,0.00)) as [t01_hours],
		/* verified with WIPAR Reconciliation */
		SUM(isnull(t01.time,0.00)) as [t01_time],
		/* verified with WIPAR Reconciliation */
		SUM(isnull(t01.expenses,0.00)) as [t01_expenses],

		SUM(isnull(t02.BilledAmount,0.00)) as [t02_BilledAmount],

		SUM(isnull(t03.ProgressBilledAmount,0.00)) as [t03_ProgressBilledAmount],

		SUM(isnull(t04.ProgressApplyAmount,0.00)) as [t04_ProgressApplyAmount],

		/* verified with Client Billing Realization */
		SUM(isnull(t05.writeupdownamount,0.00)) as [t05_WriteUpDownAmount],

		SUM(isnull(t06.InvoiceAmount,0.00)) as [t06_InvoiceAmount],

		SUM(isnull(t06.SalesTaxAmount,0.00)) as [t06_SalesTaxAmount],

		SUM(isnull(t07.Adjustment1Amount,0.00)) as [t07_Adjustment1Amount],
		SUM(isnull(t07.Adjustment2Amount,0.00)) as [t07_Adjustment2Amount],
		SUM(isnull(t07.DebitAmount,0.00)) as [t07_DebitAmount],
		SUM(isnull(t07.CreditAmount,0.00)) as [t07_CreditAmount],

		SUM(isnull(t08.Charges,0.00)) as [t08_Charges],

		/* verified with WIPAR Reconciliation */
		SUM(isnull(t09.PaymentAmount,0.00)) as [t09_PaymentAmount],
		/* verified with Client Billing Realization */
		SUM(isnull(t10.BilledHours,0.00)) as [t10_BilledHours],
		/* verified with Client Billing Realization */
		SUM(isnull(t10.BilledAmount,0.00)) as [t10_BilledAmount]
	from
		client
		LEFT JOIN
			(SELECT
				Clientident
				,SUM([hours]) AS [hours]
				,sum([time]) as [time]
				,sum([expenses]) as [expenses]
			FROM UVW_WIPAR01Clientident
			WHERE transactiondate BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY clientident) AS t01 on client.ClientIdent = t01.Clientident
		LEFT JOIN
			(SELECT
				clientident
				,SUM([hours]) AS [Hours]
				,SUM(StdAmount) AS [StdAmount]
				,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
				,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
				,SUM([AdjAmount]) AS [AdjAmount]
				,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
				,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
				,SUM([BilledAmount]) AS [BilledAmount]
				,SUM([TimeCost]) AS [TimeCost]
				,SUM([ExpenseCost]) AS [ExpenseCost]
				,SUM([Cost]) AS [Cost]
			FROM UVW_WIPAR02Clientident
			WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY clientident) AS t02 on client.ClientIdent = t02.Clientident
		LEFT JOIN
			(SELECT
				ClientIdent
				,sum([ProgressBilledAmount]) AS ProgressBilledAmount
			FROM UVW_WIPAR03Clientident
			WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY clientident) AS t03 on client.ClientIdent = t03.Clientident
		LEFT JOIN
			(Select
				ClientIdent
				,sum([ProgressApplyAmount]) AS ProgressApplyAmount
			FROM UVW_WIPAR04Clientident
			WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY clientident) AS t04 on client.ClientIdent = t04.Clientident
		LEFT JOIN
			(SELECT
				ClientIdent
				,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
				,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
				,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
			FROM UVW_WIPAR05Clientident
			WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY clientident) as t05 on client.ClientIdent = t05.ClientIdent
		LEFT JOIN
			(SELECT
				ClientIdent
				,SUM(InvoiceAmount) AS InvoiceAmount
				,SUM(SalesTaxAmount) AS SalesTaxAmount
			FROM UVW_WIPAR06Clientident
			WHERE InvoiceDateTime BETWEEN @mBegdate1 and @mEnddate1
			GROUP BY ClientIdent) as t06 on client.ClientIdent = t06.ClientIdent
		LEFT JOIN
			(SELECT
				ClientIdent
				,SUM(CreditAmount) AS CreditAmount
				,SUM(Adjustment1Amount) AS Adjustment1Amount
				,SUM(Amount4) AS Amount4	/* GST write-off */
				,SUM(Amount5) AS Amount5	/* write-off */
				,SUM(DebitAmount) AS DebitAmount
				,SUM(Adjustment2Amount) AS Adjustment2Amount
			FROM UVW_WIPAR07Clientident
			WHERE transactiondatetime BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY ClientIdent)
			as t07 on client.ClientIdent = t07.ClientIdent
		LEFT JOIN
			(SELECT
				ClientIdent
				,sum(Charges) as [Charges]
			from UVW_WIPAR08Clientident
			where TransactionDateTime BETWEEN @mBegdate1 and @mEnddate1
			GROUP BY Clientident) as t08 on client.ClientIdent = t08.ClientIdent
		LEFT JOIN
			(SELECT
				ClientIdent,
				SUM(PaymentAmount) AS PaymentAmount
			FROM UVW_WIPAR09Clientident
			WHERE TransactionDateTime BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY clientident)
			AS t09 on client.ClientIdent = t09.clientident
		LEFT JOIN
			(SELECT 
				ClientIdent
				,SUM(BilledHours) AS BilledHours
				,SUM(BilledAmount) AS BilledAmount
			FROM UVW_WIPAR10Clientident
			WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
			GROUP BY ClientIdent) as t10 on client.ClientIdent = t10.clientident
END
GO
/****** Object:  StoredProcedure [dbo].[USP_MarketingReport]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_MarketingReport]
	@mBegdate1 DATE
	,@mEnddate1 DATE
	,@mActiveBegdate DATE
	,@mActiveEnddate DATE
	,@mShowAllClients bit
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field
	   for this report, i've also added a special parameter value "FirmMarketingMethod"
	   when this is passed in as @mCRSTitle, the report will be grouped by marketing method field
	   */
	,@mCRSTitle varchar(32) = 'All'
	,@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
	,@mCRS2Title varchar(32)	/* the marketing report has a column to display any one selected CRS for each client */
AS
BEGIN

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		/* the primary sort value can be either the client marketing method
		   or the designated Client CRS */
		CASE WHEN @mCRSTitle = 'FirmMarketingMethod'
		THEN
			CASE WHEN LEN(ISNULL(CLIENT.FirmMarketingMethod,' Unassigned'))<1 THEN ' Unassigned' ELSE ISNULL(CLIENT.FirmMarketingMethod,' Unassigned') END
		ELSE
			ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE CLIENTCRS.ClientIdent=CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' Unassigned')
		END AS CRS1
		/* the marketing report has a column to display any one selected CRS for each client */
		,ISNULL((SELECT STAFF2.StaffName
			FROM CLIENTCRS AS CLIENTCRS2
				LEFT JOIN STAFF AS STAFF2 ON CLIENTCRS2.StaffIdent = STAFF2.StaffIdent
			WHERE CLIENTCRS2.ClientIdent=CLIENT.ClientIdent AND CLIENTCRS2.FirmClientStaffAssignmentDescription = @mCRS2Title),' Unassigned') AS CRS2
		,clientidsubid
		,ClientSortName
		,acquireddatetime
		,ISNULL(t01.Time,0.00) + ISNULL(t01.Expenses,0.00) AS ProductionAmount
		,ISNULL(t02.BilledAmount,0.00) + ISNULL(t03.ProgressBilledAmount,0.00) - ISNULL(t04.ProgressApplyAmount,0.00) AS InvoicedAmount
		,ISNULL(t05.WriteUpDownAmount,0.00) AS WriteUpDownAmount
		,ISNULL(t08.Charges,0.00) AS Charges
		,ISNULL(t09.PaymentAmount,0.00) AS PaymentAmount
	FROM client
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	/* current WIP balances */
	/* wip hours, time, expenses */
	LEFT JOIN
		(SELECT
			Clientident
			,SUM([hours]) AS [hours]
			,sum([time]) as [time]
			,sum([expenses]) as [expenses]
		FROM UVW_WIPAR01Clientident
		WHERE transactiondate BETWEEN @mBegdate1 AND @mEnddate1
		GROUP BY clientident) as t01 ON t01.Clientident = CLIENT.ClientIdent

	/* wip billed amount */
	LEFT JOIN
		(SELECT
			clientident
			,SUM([hours]) AS [Hours]
			,SUM(StdAmount) AS [StdAmount]
			,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
			,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
			,SUM([AdjAmount]) AS [AdjAmount]
			,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
			,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
			,SUM([BilledAmount]) AS [BilledAmount]
			,SUM([TimeCost]) AS [TimeCost]
			,SUM([ExpenseCost]) AS [ExpenseCost]
			,SUM([Cost]) AS [Cost]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
			/* per bug 272487, this particular report will not include unposted invoices
			   in the Invoiced amount, even though this contradicts with other reports */
			AND InvoiceStatusCode = 1
		GROUP BY clientident) as t02 ON t02.Clientident = CLIENT.ClientIdent

	/* wip progress billed */
	LEFT JOIN
		(SELECT
			ClientIdent
			,sum([ProgressBilledAmount]) AS ProgressBilledAmount
		FROM UVW_WIPAR03Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
		GROUP BY clientident) as t03 ON t03.Clientident = CLIENT.ClientIdent

	/* wip progress apply */
	LEFT JOIN
		(Select
			ClientIdent
			,sum([ProgressApplyAmount]) AS ProgressApplyAmount
		FROM UVW_WIPAR04Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
		GROUP BY clientident) as t04 ON t04.Clientident = CLIENT.ClientIdent

	/* wip write up-down */
	LEFT JOIN
		(SELECT
			ClientIdent
			,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
			,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
			,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
		GROUP BY clientident) as t05 ON t05.Clientident = CLIENT.ClientIdent

	/* wip other charges/credits */
	LEFT JOIN
		(SELECT
			ClientIdent
			,SUM(Charges) AS Charges
		FROM UVW_WIPAR08Clientident
		WHERE TransactionDateTime BETWEEN @mBegdate1 AND @mEnddate1
		GROUP BY Clientident) AS t08 ON t08.Clientident = CLIENT.Clientident

	/* payments */
	LEFT JOIN
		(SELECT
			ClientIdent,
			SUM(PaymentAmount) AS PaymentAmount
		FROM UVW_WIPAR09Clientident
		WHERE TransactionDateTime BETWEEN @mBegdate1 AND @mEnddate1
			/* 12-08-2019 open item 272041 - this item makes NO sense to me, but based on the user story that was
				written for the Marketing Report, the Cash Receipts column should not include receipts that were
				applied against other charges such as finance charges.  This seems completely wrong, but not worth
				the effort to contest it so I am just going to follow the story and remove these receipts
				Note...this will cause the total cash receipts to be different than other reports
			   12-21-2019 open item 272041 - above pronouncement is reversed, so i'm commenting out
			    the change noted above */
			/* AND ARChargesIdent IS NULL */
		GROUP BY clientident) as t09 ON t09.Clientident = CLIENT.ClientIdent

	WHERE
		(CASE WHEN @mCRSTitle = 'All' OR @mCRSTitle = 'FirmMarketingMethod' THEN 1 ELSE CASE WHEN STAFF.StaffIdentifier IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1	
		AND acquireddatetime BETWEEN @mActiveBegdate AND @mActiveEnddate
		AND (CASE WHEN @mShowAllClients = 1
				THEN 1
				ELSE
					CASE WHEN ISNULL(t01.Time,0.00) + ISNULL(t01.Expenses,0.00) <> 0
						OR ISNULL(t02.BilledAmount,0.00) + ISNULL(t03.ProgressBilledAmount,0.00) - ISNULL(t04.ProgressApplyAmount,0.00) <> 00
						OR ISNULL(t05.WriteUpDownAmount,0.00) <> 0
						OR ISNULL(t09.PaymentAmount,0.00) <> 0
					THEN 1
					ELSE 0
					END
				END) = 1
	ORDER BY CRS1,ClientIdSubId
END
GO
/****** Object:  StoredProcedure [dbo].[USP_StaffAllowance]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_StaffAllowance]
	@mBegdate1 AS DATE,
	@mEnddate1 AS DATE,
	@mIncludeTime AS bit = 1,
	@mIncludeExpense AS bit = 0,
	@mIncludeReimbursable AS bit = 0,
	@mIncludeBillable AS bit = 0,
	@mIncludeNonbillable AS bit = 1,
	@mIncludeUnposted AS bit = 0,
	@mDateType AS int = 1,			/* filter transactions by 0=TransactionDate 1=PostedDateTime */
	@mAllowanceName1 AS varchar(32),
	@mServiceCode1 AS varchar(32),
	@mAllowanceName2 AS varchar(32),
	@mServiceCode2 AS varchar(32),
	@mAllowanceName3 AS varchar(32),
	@mServiceCode3 AS varchar(32),
	@mAllowanceName4 AS varchar(32),
	@mServiceCode4 AS varchar(32),
	@mAllowanceName5 AS varchar(32),
	@mServiceCode5 AS varchar(32)
AS
BEGIN
	-- this is a staff allowance summary based on a date range
	-- up to 5 allowances can be specified
	-- each allowance type needs to have one service code specified
	-- time card entries filtered by date

	SELECT
		STAFF.StaffIdent,
		STAFF.EmployeeNumber,
		STAFF.StaffIdentifier,
		STAFF.StaffUserID,
		(SELECT TOP 1 EmailAddress FROM STAFFEMAIL WHERE StaffIdent=t1.StaffIdent) AS StaffEmail,
		ISNULL(ALLOWANCE1.AnnualHours,0) AS Allowance1Hours,
		ISNULL(t1.Hours1,0) AS ActualHours1,
		ISNULL(ALLOWANCE2.AnnualHours,0) AS Allowance2Hours,
		ISNULL(t1.Hours2,0) AS ActualHours2,
		ISNULL(ALLOWANCE3.AnnualHours,0) AS Allowance3Hours,
		ISNULL(t1.Hours3,0) AS ActualHours3,
		ISNULL(ALLOWANCE4.AnnualHours,0) AS Allowance4Hours,
		ISNULL(t1.Hours4,0) AS ActualHours4,
		ISNULL(ALLOWANCE5.AnnualHours,0) AS Allowance5Hours,
		ISNULL(t1.Hours5,0) AS ActualHours5

	FROM

		(SELECT
			WIP.StaffIdent,
			SUM(CASE WHEN SERVICECODE.ServiceCodeID=@mServiceCode1 THEN WIP.Hours ELSE 0 END) AS Hours1,
			SUM(CASE WHEN SERVICECODE.ServiceCodeID=@mServiceCode2 THEN WIP.Hours ELSE 0 END) AS Hours2,
			SUM(CASE WHEN SERVICECODE.ServiceCodeID=@mServiceCode3 THEN WIP.Hours ELSE 0 END) AS Hours3,
			SUM(CASE WHEN SERVICECODE.ServiceCodeID=@mServiceCode4 THEN WIP.Hours ELSE 0 END) AS Hours4,
			SUM(CASE WHEN SERVICECODE.ServiceCodeID=@mServiceCode5 THEN WIP.Hours ELSE 0 END) AS Hours5
		FROM WIP
			LEFT JOIN SERVICECODE on wip.ServiceCodeIdent=SERVICECODE.ServiceCodeIdent
		WHERE
			/* this allows for filtering by either the TransactionDate or the PostedDateTime */
			CASE WHEN @mDateType=0 THEN TransactionDate ELSE PostedDateTime END between @mBegdate1 and @mEnddate1
			/* this allows for including all time, or only posted time */
			AND CASE WHEN @mIncludeUnposted=1 THEN 3 ELSE TEStatusCode END = 3
			AND
				/* 0=time 1=expenses 2=reimbursable expenses */
				(CASE WHEN @mIncludeTime=1 THEN CASE WHEN WIPTypeCode=0 THEN 1 ELSE 0 END ELSE 0 END = 1
				OR CASE WHEN @mIncludeExpense=1 THEN CASE WHEN WIPTypeCode=1 THEN 1 ELSE 0 END ELSE 0 END = 1
				OR CASE WHEN @mIncludeReimbursable=1 THEN CASE WHEN WIPTypeCode=2 THEN 1 ELSE 0 END ELSE 0 END = 1)
			AND
				/* 0=nonbillable 1=billable */
				(CASE WHEN @mIncludeBillable=1 THEN CASE WHEN IsBillableFlag=1 THEN 1 ELSE 0 END ELSE 0 END = 1
				OR CASE WHEN @mIncludeNonbillable=1 THEN CASE WHEN IsBillableFlag=0 THEN 1 ELSE 0 END ELSE 0 END = 1)
			AND BillingStatusCode<>3	/* 3=VOIDED */
		GROUP BY
			WIP.StaffIdent) t1

	LEFT JOIN STAFF ON t1.StaffIdent=STAFF.StaffIdent
	LEFT JOIN STAFFALLOWANCE ALLOWANCE1 ON t1.StaffIdent=ALLOWANCE1.StaffIdent and ALLOWANCE1.AllowanceName=@mAllowanceName1
	LEFT JOIN STAFFALLOWANCE ALLOWANCE2 ON t1.StaffIdent=ALLOWANCE2.StaffIdent and ALLOWANCE2.AllowanceName=@mAllowanceName2
	LEFT JOIN STAFFALLOWANCE ALLOWANCE3 ON t1.StaffIdent=ALLOWANCE3.StaffIdent and ALLOWANCE3.AllowanceName=@mAllowanceName3
	LEFT JOIN STAFFALLOWANCE ALLOWANCE4 ON t1.StaffIdent=ALLOWANCE4.StaffIdent and ALLOWANCE4.AllowanceName=@mAllowanceName4
	LEFT JOIN STAFFALLOWANCE ALLOWANCE5 ON t1.StaffIdent=ALLOWANCE5.StaffIdent and ALLOWANCE5.AllowanceName=@mAllowanceName5

	ORDER BY
		EmployeeNumber,
		StaffIdentifier


END
GO
/****** Object:  StoredProcedure [dbo].[USP_StaffProductivity]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_StaffProductivity]
	@mStartdate DATE
	,@mEnddate DATE,
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = '',	/* if a specified list of CRS staff is selected, this will contain the list */
	@mOfficelist varchar(MAX)					/* contains a list of offices in the form of IN('Office1','Office2','Office3') */
AS
BEGIN
	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #stafftemp (column1 NVARCHAR(255))
	INSERT INTO #stafftemp select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	/* this will create a temporary table that holds the list of offices selected */
	CREATE TABLE #officetemp (column1 NVARCHAR(255))
	INSERT INTO #officetemp select * from [dbo].[UFN_String2Table](@mOfficelist)


	SELECT
		STAFFCRS.StaffIdentifier AS CRSStaffIdentifier
		,STAFFCRS.ReportName AS CRSReportName
		,STAFF.StaffIdentifier
		,STAFF.ReportName
		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName
		,sum(billablehours) AS sum_billablehours
		,sum(BillableHoursCost) AS sum_billablehourscost
		,sum(nonbillablehours) AS sum_nonbillablehours
		,sum(NonBillableHoursCost) AS sum_nonbillablehourscost
		,sum(allhours) as sum_allhours
		,sum(AllHoursCost) AS sum_allhourscost
		,sum(timeamount) AS sum_timeamount
		,sum(expenseamount) AS sum_expenseamount
		,sum(ExpenseCost) AS sum_expensecost
		,sum(surchargeamount) AS sum_surchargeamount

	FROM UVW_Productivity
	LEFT JOIN CLIENT on client.ClientIdent=UVW_Productivity.ClientIdent
	LEFT JOIN STAFF on UVW_Productivity.StaffIdent=staff.StaffIdent
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = UVW_Productivity.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle
	LEFT JOIN STAFF STAFFCRS on CLIENTCRS.StaffIdent = STAFFCRS.StaffIdent

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFFCRS.StaffIdentifier,'0') IN (SELECT column1 FROM #stafftemp) THEN 1 ELSE 0 END END) = 1	
		AND CLIENT.ClientOfficeName IN (SELECT column1 FROM #officetemp)
		AND TransactionDate between @mStartdate and @mEnddate

	GROUP BY
		STAFFCRS.StaffIdentifier
		,STAFFCRS.ReportName
		,STAFF.StaffIdentifier
		,STAFF.ReportName
		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName

	ORDER BY
		STAFFCRS.ReportName
		,STAFF.ReportName
		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName
END
GO
/****** Object:  StoredProcedure [dbo].[USP_StaffProductivityBudget]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_StaffProductivityBudget]
	@mStartdate AS date
	,@mEnddate AS date
	,@mDepartmentIdentifierList varchar(max)
AS BEGIN
	SET NOCOUNT ON;

	/* this section creates a temp table to hold the comma separated 'department' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mDepartmentIdentifierList)

	SELECT
		staff.StaffDepartment,
		staff.StaffIdent,
		staff.ReportName,
		staff.StaffPosition,
		/* productivity */
		isnull(t1.billablehours,0.00) AS pbillablehours,
		isnull(t1.nonbillablehours,0.00) AS pnonbillablehours,
		/* budget */
		isnull(t2.billablehours,0.00) AS bbillablehours,
		isnull(t2.nonbillablehours,0.00) AS bnonbillablehours,
		isnull(t2.realizationpercent,0.00) AS brealizationpercent,
		/* billing realization */
		isnull(t3.billedamount,0.00) AS billedamount,
		isnull(t4.writeupdownamount,0.00) AS writeupdownamount

	FROM
		staff

		/* productivity amounts */
		LEFT JOIN
			(SELECT
				staffident,
				sum(BillableHours) as billablehours,
				sum(nonbillablehours) AS nonbillablehours
			FROM UVW_Productivity
			WHERE TransactionDate between @mStartdate and @mEnddate
			GROUP BY StaffIdent) AS t1
		ON staff.staffident = t1.StaffIdent


		/* budget amounts */
		LEFT JOIN
			(SELECT
				StaffIdent,
				sum(billablehours) AS billablehours,
				sum(nonbillablehours) AS nonbillablehours,
				AVG(realizationpercent) AS realizationpercent
			FROM PRODUCTIVITYGOALS
			WHERE GoalDateTime between @mStartdate and @mEnddate
			GROUP BY StaffIdent) AS t2 on staff.StaffIdent=t2.StaffIdent

	/* wip billed amount */
	LEFT JOIN
		(SELECT
			StaffIdent
			,SUM([BilledAmount]) AS [BilledAmount]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN @mStartdate and @mEnddate
			AND InvoiceStatusCode = 1
		GROUP BY StaffIdent) as t3 ON staff.StaffIdent = t3.StaffIdent

	/* wip write up-down */
	LEFT JOIN
		(SELECT
			StaffIdent
			,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime BETWEEN @mStartdate and @mEnddate
			and InvoiceStatusCode=1
		GROUP BY staffident) AS t4 ON staff.StaffIdent = t4.staffIdent

	WHERE
		STAFF.StaffDepartment IN (SELECT column1 FROM #tempstaff)
		AND
			(isnull(t1.billablehours,0.00) + isnull(t1.nonbillablehours,0.00) <> 0
			or isnull(t3.billedamount,0.00) <> 0)


	ORDER BY StaffDepartment, Staff.ReportName

END
GO
/****** Object:  StoredProcedure [dbo].[USP_ThreeYearRealization]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_ThreeYearRealization]
	@mBegdate DATE,
	@mEnddate DATE,
	@mIncludeDeleted char(1) = 'F',		/* set to T to include deleted, or set to F to exclude deleted */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1
		,ISNULL(CLIENTGROUP.ClientGroupName,' No Selection') AS ClientGroupName

		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName

		,ISNULL(t01.Y01_ProdHours,0.00) AS [Y01_ProdHours]
		,ISNULL(t01.Y01_time,0.00) /* + isnull(t01.Y01_expenses,0.00) */ AS [Y01_ProdAmount]
		,ISNULL(t02.Y01_BilledHours,0.00) AS [Y01_BilledHours]
		,ISNULL(t02.Y01_BilledAmount,0.00) AS [Y01_BilledAmount]
		,ISNULL(t05.Y01_writeupdownamount,0.00) AS [Y01_WriteUpDownAmount]

		,ISNULL(t01.Y02_ProdHours,0.00) AS [Y02_ProdHours]
		,ISNULL(t01.Y02_time,0.00) /* + isnull(t01.Y02_expenses,0.00) */ AS [Y02_ProdAmount]
		,ISNULL(t02.Y02_BilledHours,0.00) AS [Y02_BilledHours]
		,ISNULL(t02.Y02_BilledAmount,0.00) AS [Y02_BilledAmount]
		,ISNULL(t05.Y02_writeupdownamount,0.00) AS [Y02_WriteUpDownAmount]

		,ISNULL(t01.Y03_ProdHours,0.00) AS [Y03_ProdHours]
		,ISNULL(t01.Y03_time,0.00) /* + isnull(t01.Y03_expenses,0.00) */ AS [Y03_ProdAmount]
		,ISNULL(t02.Y03_BilledHours,0.00) AS [Y03_BilledHours]
		,ISNULL(t02.Y03_BilledAmount,0.00) AS [Y03_BilledAmount]
		,ISNULL(t05.Y03_writeupdownamount,0.00) AS [Y03_WriteUpDownAmount]


	FROM CLIENT
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent
	LEFT JOIN CLIENTGROUP ON CLIENT.ClientIdent = CLIENTGROUP.ClientIdent AND FinancialReportingGroupFlag = 'T'

	/* this gets "production" amounts, not related to billed amounts */
	LEFT JOIN
		(SELECT
			Clientident
			,sum(CASE WHEN YEAR(TransactionDate)=YEAR(@mEnddate)   THEN [hours] ELSE 0 END) as [Y01_ProdHours]
			,sum(CASE WHEN YEAR(TransactionDate)=YEAR(@mEnddate)-1 THEN [hours] ELSE 0 END) as [Y02_ProdHours]
			,sum(CASE WHEN YEAR(TransactionDate)=YEAR(@mEnddate)-2 THEN [hours] ELSE 0 END) as [Y03_ProdHours]
			,sum(CASE WHEN YEAR(TransactionDate)=YEAR(@mEnddate)   THEN [time] ELSE 0 END) as [Y01_Time]
			,sum(CASE WHEN YEAR(TransactionDate)=YEAR(@mEnddate)-1 THEN [time] ELSE 0 END) as [Y02_Time]
			,sum(CASE WHEN YEAR(TransactionDate)=YEAR(@mEnddate)-2 THEN [time] ELSE 0 END) as [Y03_Time]
			/*
			,sum(CASE WHEN YEAR(TransactionDate)=YEAR(@mEnddate)   THEN [expenses] ELSE 0 END) as [Y01_Expenses]
			,sum(CASE WHEN YEAR(TransactionDate)=YEAR(@mEnddate)-1 THEN [expenses] ELSE 0 END) as [Y02_Expenses]
			,sum(CASE WHEN YEAR(TransactionDate)=YEAR(@mEnddate)-2 THEN [expenses] ELSE 0 END) as [Y03_Expenses]
			*/
		FROM UVW_WIPAR01Clientident
		WHERE TransactionDate BETWEEN @mBegdate AND @mEnddate
		GROUP BY clientident
		) as t01 ON t01.Clientident = client.ClientIdent

	/* returns billed amounts */
	LEFT JOIN
		(SELECT
			clientident
			,SUM(CASE WHEN YEAR(InvoiceDateTime)=YEAR(@mEnddate)   THEN [hours] ELSE 0 END) AS [Y01_BilledHours]
			,SUM(CASE WHEN YEAR(InvoiceDateTime)=YEAR(@mEnddate)-1 THEN [hours] ELSE 0 END) AS [Y02_BilledHours]
			,SUM(CASE WHEN YEAR(InvoiceDateTime)=YEAR(@mEnddate)-2 THEN [hours] ELSE 0 END) AS [Y03_BilledHours]
			,SUM(CASE WHEN YEAR(InvoiceDateTime)=YEAR(@mEnddate)   THEN [TimeBilledAmount] ELSE 0 END) AS [Y01_BilledAmount]
			,SUM(CASE WHEN YEAR(InvoiceDateTime)=YEAR(@mEnddate)-1 THEN [TimeBilledAmount] ELSE 0 END) AS [Y02_BilledAmount]
			,SUM(CASE WHEN YEAR(InvoiceDateTime)=YEAR(@mEnddate)-2 THEN [TimeBilledAmount] ELSE 0 END) AS [Y03_BilledAmount]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
			AND InvoiceStatusCode = 1
		GROUP BY clientident
		) AS t02 ON t02.clientident = client.clientident

	/* returns field WriteUpDownAmount */
	LEFT JOIN
		(SELECT
			ClientIdent
			,SUM(CASE WHEN YEAR(InvoiceDateTime)=YEAR(@mEnddate)   THEN ISNULL(TimeWriteUpDownAmount,0) ELSE 0 END) AS Y01_WriteUpDownAmount
			,SUM(CASE WHEN YEAR(InvoiceDateTime)=YEAR(@mEnddate)-1 THEN ISNULL(TimeWriteUpDownAmount,0) ELSE 0 END) AS Y02_WriteUpDownAmount
			,SUM(CASE WHEN YEAR(InvoiceDateTime)=YEAR(@mEnddate)-2 THEN ISNULL(TimeWriteUpDownAmount,0) ELSE 0 END) AS Y03_WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime BETWEEN @mBegdate AND @mEnddate
			AND InvoiceStatusCode = 1
		GROUP BY clientident
		) AS t05 on t05.ClientIdent = client.ClientIdent

	WHERE
		(
			ISNULL(t01.Y01_ProdHours,0.00) <> 0 OR
			ISNULL(t01.Y01_time,0.00) /* +ISNULL(t01.Y01_expenses,0.00) */ <> 0 OR
			ISNULL(t02.Y01_BilledHours,0.00) <> 0.00 OR
			ISNULL(t02.Y01_BilledAmount,0.00) <> 0.00 OR
			ISNULL(t05.Y01_writeupdownamount,0.00) <> 0.00 OR

			ISNULL(t01.Y02_ProdHours,0.00) <> 0 OR
			ISNULL(t01.Y02_time,0.00) /* +ISNULL(t01.Y02_expenses,0.00) */ <> 0 OR
			ISNULL(t02.Y02_BilledHours,0.00) <> 0.00 OR
			ISNULL(t02.Y02_BilledAmount,0.00) <> 0.00 OR
			ISNULL(t05.Y02_writeupdownamount,0.00) <> 0.00 OR

			ISNULL(t01.Y03_ProdHours,0.00) <> 0 OR
			ISNULL(t01.Y03_time,0.00) /* +ISNULL(t01.Y03_expenses,0.00) */ <> 0 OR
			ISNULL(t02.Y03_BilledHours,0.00) <> 0.00 OR
			ISNULL(t02.Y03_BilledAmount,0.00) <> 0.00 OR
			ISNULL(t05.Y03_writeupdownamount,0.00) <> 0.00
			)

		AND (client.deleteflag = 'F' OR client.deleteflag = @mIncludeDeleted)
		AND (CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1

	ORDER BY
		CRS1
		,ISNULL(CLIENTGROUP.ClientGroupName,' No Selection')
		,CLIENT.ClientIdSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_TimeAndExpense]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO

CREATE OR ALTER PROCEDURE [dbo].[USP_TimeAndExpense]
	@mStartdate DATE
	,@mEnddate DATE
	,@mExcludeNonbillable bit = 1	/* exclude nonbillable */
AS
BEGIN
	/* this query gives the same results as the built-in report
		Staff Time Analysis
		verified 03-04-2019

		07-29-2020 apparently this query/report is based on a custom report
		written for 794328 because it uses a strange field CLIENT.SubOrdinateDescription
		which is not commonly used.  ultimately, this report should probably be removed
		because it is too customized and does not follow a standard report layout
		the only real value is that the results agree with the Staff Time Analysis report */

	-- this gets the primary partner responsibility designation
	DECLARE @responsibilityname AS varchar(32) = (SELECT [value] FROM FirmOptions WHERE [name] = 'PPCRS')

	SELECT
		ISNULL(STAFF2.ReportName,'No Selection') as PartnerName
		,STAFF1.StaffPosition
		,STAFF1.ReportName
		,SUM(WIP.AdjAmount) AS AdjAmount
		,SUM(WIP.[Hours]) AS [Hours]

	FROM WIP
		LEFT JOIN STAFF AS STAFF1 ON WIP.StaffIdent=STAFF1.StaffIdent
		LEFT JOIN CLIENT ON WIP.ClientIdent=CLIENT.ClientIdent

		/* this gets the CRS staff info */
		LEFT JOIN CLIENTCRS AS CRS2 ON CRS2.ClientIdent = CLIENT.ClientIdent AND CRS2.[FirmClientStaffAssignmentDescription] = @responsibilityname
		LEFT JOIN STAFF AS STAFF2 ON STAFF2.[StaffIdent] = CRS2.[StaffIdent]

	WHERE
		TransactionDate >= @mStartdate
		AND TransactionDate < DATEADD(d,1,@mEnddate)
		AND WIP.WIPTypeCode=0					/* 0=time */
		AND (CASE WHEN @mExcludeNonbillable=1 THEN (CASE WHEN WIP.IsBillableFlag=0 THEN 0 ELSE 1 END) ELSE 1 END = 1)
		AND WIP.TEStatusCode=3					/* 3=posted */
		AND WIP.BillingStatusCode NOT IN (1,3)	/* 1=History 3=Void */

	GROUP BY
		ISNULL(Staff2.ReportName,'No Selection')
		--,ISNULL(CLIENT.SubOrdinateDescription,'No Selection')
		,STAFF1.StaffPosition
		,STAFF1.ReportName

	ORDER BY
		PartnerName
		,STAFF1.StaffPosition
		,STAFF1.ReportName

END
GO
/****** Object:  StoredProcedure [dbo].[USP_TimeCardDetail]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_TimeCardDetail]
	@mBegdate DATE
	,@mEnddate DATE
	,@mDatetype smallint = 0		/* 0=TransactionDate 1=PostedDateTime */
AS
BEGIN
	SET NOCOUNT ON;

	SELECT
		STAFF.StaffIdentifier
		,STAFF.ReportName
		,convert(varchar(10),WIP.TransactionDate,101) AS TransactionDate
		,convert(varchar(10),WIP.PostedDateTime,101) AS PostedDateTime
		,SERVICECODE.ServiceCodeID
		,CASE WHEN WIP.IsBillableFlag=1 THEN [Hours] ELSE 0 END AS Billable
		,CASE WHEN WIP.IsBillableFlag=0 THEN [Hours] ELSE 0 END AS NonBillable
		,CASE WHEN WIP.TEStatusCode=0 THEN [Hours] ELSE 0 END AS Unreleased
		,CASE WHEN WIP.TEStatusCode=1 THEN [Hours] ELSE 0 END AS Released
		,CASE WHEN WIP.TEStatusCode=2 THEN [Hours] ELSE 0 END AS Reviewed
		,CASE WHEN WIP.TEStatusCode=3 THEN [Hours] ELSE 0 END AS Posted

	FROM WIP
		LEFT JOIN SERVICECODE ON WIP.ServiceCodeIdent = SERVICECODE.ServiceCodeIdent
		LEFT JOIN STAFF ON WIP.StaffIdent=STAFF.StaffIdent

	WHERE
		CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END BETWEEN @mBegdate AND @mEnddate
		AND WIP.WIPTypeCode=0			/* 0=Time */
		AND (WIP.BillingStatusCode=0 OR WIP.BillingStatusCode=2)	/* 0=Unbilled 1=History 2=Final Billed */

	ORDER BY ReportName,CASE WHEN @mDatetype=1 THEN WIP.PostedDateTime ELSE WIP.TransactionDate END

END
GO
/****** Object:  StoredProcedure [dbo].[USP_TimeCardExport]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_TimeCardExport]
	@mBegdate1 AS DATE,		/* this is the PROJECT date range example: 04/01/2019 */
	@mEnddate1 AS DATE,		/* this is the PROJECT date range example: 06/30/2020 */
	@mIncludeTime AS bit,
	@mIncludeExpense AS bit,
	@mIncludeReimbursable AS bit,
	@mIncludeBillable AS bit,
	@mIncludeNonbillable AS bit,
	@mIncludeUnposted AS bit
AS
BEGIN

	/* note.....this query has been tested and verified against the built-in report "Daily Staff Posted Hours" */
	SELECT
		EmployeeNumber,
		StaffIdentifier,
		StaffLastName,
		StaffFirstName,
		StaffPosition,
		ClientIdSubId,
		ClientSortName,
		CategoryName,
		SubCategoryName,
		ServiceCodeID,
		ServiceCodeName,
		CONVERT(varchar, TransactionDate, 101) AS TransactionDate,
		Hours,
		Amount,
		InvoiceDescription,
		CASE WipTypeCode
			WHEN 0 THEN 'Time'
			WHEN 1 THEN 'Expense'
			WHEN 2 THEN 'Reimbursable'
		END AS WipTypeDescription,
		CASE TEStatusCode WHEN 3 THEN 'Posted' ELSE 'Unposted' END AS WipStatus
	FROM [UVW_TimeCardExport]
	WHERE
		TransactionDate between @mBegdate1 and @mEnddate1
		/* this allows for including all time, or only posted time */
		AND CASE WHEN @mIncludeUnposted=1 THEN 3 ELSE TEStatusCode END = 3
		AND
			/* 0=time 1=expenses 2=reimbursable expenses */
			(CASE WHEN @mIncludeTime=1 THEN CASE WHEN WIPTypeCode=0 THEN 1 ELSE 0 END ELSE 0 END = 1
			OR CASE WHEN @mIncludeExpense=1 THEN CASE WHEN WIPTypeCode=1 THEN 1 ELSE 0 END ELSE 0 END = 1
			OR CASE WHEN @mIncludeReimbursable=1 THEN CASE WHEN WIPTypeCode=2 THEN 1 ELSE 0 END ELSE 0 END = 1)
		AND
			/* 0=nonbillable 1=billable */
			(CASE WHEN @mIncludeBillable=1 THEN CASE WHEN IsBillableFlag=1 THEN 1 ELSE 0 END ELSE 0 END = 1
			OR CASE WHEN @mIncludeNonbillable=1 THEN CASE WHEN IsBillableFlag=0 THEN 1 ELSE 0 END ELSE 0 END = 1)
	ORDER BY EmployeeNumber,StaffIdentifier,TransactionDate,ClientSortName


END
GO
/****** Object:  StoredProcedure [dbo].[USP_TimesheetDaily]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_TimesheetDaily]
	@mStartdate DATE
	,@mEnddate DATE
	,@mExcludeNonbillable bit = 0	/* exclude nonbillable */
	/* 03-15-2024 added ability to create an interoffice report
		which shows any time where the client office and the staff office are different
		report allows filtering by office
	*/
	,@mInteroffice bit = 0			/* interoffice report (client office and staff office are different) */
	,@mClientoffice varchar(32) = 'All'	/* this is applicable for interoffice report */
	,@mStaffoffice varchar(32) = 'All'	/* this is applicable for interoffice report */
AS
BEGIN
	/* this query gives the same results as the built-in report
		Staff Time Analysis
		verified 03-04-2019 and 03-15-2024
	*/

	SELECT
		STAFF1.StaffOfficeName
		,STAFF1.StaffIdentifier
		,STAFF1.ReportName
		,CLIENT.ClientIdSubId
		,CLIENT.ClientSortName
		,CLIENT.ClientOfficeName
		,SERVICECODE.ServiceCodeId
		,SERVICECODE.ServiceCodeName
		,WIP.TransactionDate
		,WIP.[Hours]
		,WIP.AdjAmount

	FROM WIP
		LEFT JOIN STAFF AS STAFF1 ON WIP.StaffIdent=STAFF1.StaffIdent
		LEFT JOIN CLIENT ON WIP.ClientIdent=CLIENT.ClientIdent
		LEFT JOIN SERVICECODE ON WIP.ServiceCodeIdent=SERVICECODE.ServiceCodeIdent

	WHERE
		TransactionDate >= @mStartdate
		AND TransactionDate < DATEADD(d,1,@mEnddate)
		AND WIP.WIPTypeCode=0					/* 0=time */
		AND (CASE WHEN @mExcludeNonbillable=1 THEN (CASE WHEN WIP.IsBillableFlag=0 THEN 0 ELSE 1 END) ELSE 1 END = 1)
		AND WIP.TEStatusCode=3					/* 3=posted */
		AND WIP.BillingStatusCode NOT IN (1,3)	/* 1=History 3=Void */
		AND CASE WHEN @mInteroffice=1 THEN CASE WHEN STAFF1.StaffOfficeName<>CLIENT.ClientOfficeName THEN 1 ELSE 0 END ELSE 1 END = 1
		AND CASE WHEN @mClientOffice<>'All' THEN CASE WHEN CLIENT.ClientOfficeName=@mClientoffice THEN 1 ELSE 0 END ELSE 1 END = 1
		AND CASE WHEN @mStaffOffice<>'All' THEN CASE WHEN STAFF1.StaffOfficeName=@mStaffoffice THEN 1 ELSE 0 END ELSE 1 END = 1

	ORDER BY
		STAFF1.ReportName
		,WIP.TransactionDate

END
GO
/****** Object:  StoredProcedure [dbo].[USP_WIPAging]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_WIPAging]
	@mEnddate DATETIME,
	@mBucketdays int = 30,	/* was 180 */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
AS
BEGIN
	SET NOCOUNT ON;

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent=T99.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1,
		Client.ClientIdSubId,
		Client.ClientSortName,
		T99.AgingAmount,
		T99.T01,
		T99.T02,
		T99.T03,
		T99.T04
	FROM
		(SELECT
			ClientIdent,
			SUM(AgingAmount) AS AgingAmount,
			SUM(CASE WHEN DATEDIFF(d,AgingDate,@mEnddate)+1 <= @mBucketdays THEN AgingAmount else 0 end) as T01,
			SUM(CASE WHEN DATEDIFF(d,AgingDate,@mEnddate)+1 BETWEEN (@mBucketdays + 1) AND (@mBucketdays * 2) THEN AgingAmount else 0 end) as T02,
			SUM(CASE WHEN DATEDIFF(d,AgingDate,@mEnddate)+1 BETWEEN (@mBucketdays * 2 + 1) AND (@mBucketdays * 3) THEN AgingAmount else 0 end) as T03,
			SUM(CASE WHEN DATEDIFF(d,AgingDate,@mEnddate)+1 >= (@mBucketdays * 3 + 1) THEN AgingAmount else 0 end) as T04
		FROM UVW_WIPAgingDetail
		WHERE BalanceDate <= @mEnddate
		GROUP BY ClientIdent
		HAVING SUM(AgingAmount)<>0
		) AS T99
	LEFT JOIN Client ON client.ClientIdent=T99.ClientIdent
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent
	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1
	ORDER BY CRS1,ClientIdSubId

END
GO
/****** Object:  StoredProcedure [dbo].[USP_WIPAgingProject]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_WIPAgingProject]
	@mEnddate DATETIME,
	@mBucketdays int = 30,	/* was 180 */
	/* this parameter must receive one of the valid firm-defined PRP positions */
	@mPRPTitle varchar(32)
AS
BEGIN
	SET NOCOUNT ON;
	/* note....this stored proc follows the SAME logic as USP_WIPAging,
		but adds an extra layer of detail for Project
		also, instead of the CRS filter, this proc uses the project role */
	SELECT
		ISNULL(STAFF.StaffName,' No Selection') AS PRP1,
		Client.ClientIdSubId,
		Client.ClientSortName,
		ISNULL(p.ProjectCode, ' Unassigned') AS ProjectCode,
		ISNULL(p.ProjectName, ' Unassigned') AS ProjectName,
		ISNULL(p.ProjectStatus, '') AS ProjectStatus,
		T99.AgingAmount,
		T99.T01,
		T99.T02,
		T99.T03,
		T99.T04
	FROM
		(SELECT
			ClientIdent,
			ISNULL(ProjectIdent,0) AS ProjectIdent,
			SUM(AgingAmount) AS AgingAmount,
			SUM(CASE WHEN DATEDIFF(d,AgingDate,@mEnddate)+1 <= @mBucketdays THEN AgingAmount else 0 end) as T01,
			SUM(CASE WHEN DATEDIFF(d,AgingDate,@mEnddate)+1 BETWEEN (@mBucketdays + 1) AND (@mBucketdays * 2) THEN AgingAmount else 0 end) as T02,
			SUM(CASE WHEN DATEDIFF(d,AgingDate,@mEnddate)+1 BETWEEN (@mBucketdays * 2 + 1) AND (@mBucketdays * 3) THEN AgingAmount else 0 end) as T03,
			SUM(CASE WHEN DATEDIFF(d,AgingDate,@mEnddate)+1 >= (@mBucketdays * 3 + 1) THEN AgingAmount else 0 end) as T04
		FROM UVW_WIPAgingDetail
		WHERE BalanceDate <= @mEnddate
		GROUP BY ClientIdent,ISNULL(ProjectIdent,0)
		HAVING SUM(AgingAmount)<>0
		) AS T99
	LEFT JOIN Client ON client.ClientIdent=T99.ClientIdent
	LEFT JOIN INTERIMWORKINGPROJECT p ON p.InterimWorkingProjectIdent = T99.ProjectIdent
	LEFT JOIN INTERIMWORKINGPROJECTROLEASSIGNEE prp on prp.InterimWorkingProjectIdent = p.InterimWorkingProjectIdent AND prp.ProjectRoleName = @mPRPTitle
	LEFT JOIN STAFF on STAFF.StaffIdent = prp.StaffIdent
	ORDER BY PRP1,ClientIdSubId,p.ProjectCode

END
GO
/****** Object:  StoredProcedure [dbo].[USP_WIPARReconciliation]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_WIPARReconciliation]
	@mBegdate1 AS DATE							/* current balance date range */
	,@mEnddate1 AS DATE							/* current balance date range */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	,@mCRSTitle varchar(32) = 'All'
	,@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
	,@mSortOrder AS INT = 0						/* 0 = sort by clientid, 1 = sort by clientsortname */
	,@mIncludeDeleted CHAR(1) = 'F'				/* set to F to exclude deleted, or set to T to include deleted */
	,@mOfficelist varchar(MAX)	/* contains a list of offices in the form of IN('Office1','Office2','Office3') */
AS
BEGIN
	DECLARE @mBegdate0 DATE = '01/01/1900'				/* prior balance date range begin */
	DECLARE @mEnddate0 DATE = DATEADD(d,-1,@mBegdate1)	/* prior balance date range end */

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	/* this will create a temporary table that holds the list of offices selected */
	CREATE TABLE #officetemp (column1 NVARCHAR(255))
	INSERT INTO #officetemp select * from [dbo].[UFN_String2Table](@mOfficelist)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent=CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1
		,[CLIENT].ClientIdSubId
		,[Client].ClientSortName
		/* WIP fields for report */
		,t1.p_time + t1.p_expenses - t1.p_BilledAmount - t1.p_ProgressBilledAmount + t1.p_ProgressApplyAmount + t1.p_WriteUpDownAmount AS p_wipbeginbalance
		,t1.c_hours
		,t1.c_time
		,t1.c_expenses
		,t1.c_BilledAmount + t1.c_ProgressBilledAmount - t1.c_ProgressApplyAmount AS c_billings
		,t1.c_writeupdownamount
		,CASE WHeN (c_BilledAmount + c_ProgressBilledAmount - c_ProgressApplyAmount - c_WriteUpDownAmount) = 0 THEN 0 ELSE (c_BilledAmount + c_ProgressBilledAmount - c_ProgressApplyAmount) END
			/ CASE WHEN (c_BilledAmount + c_ProgressBilledAmount - c_ProgressApplyAmount - c_WriteUpDownAmount) = 0 THEN 1 ELSE (c_BilledAmount + c_ProgressBilledAmount - c_ProgressApplyAmount - c_WriteUpDownAmount) END
			AS c_realpercent
		,t1.p_time + t1.p_expenses - t1.p_BilledAmount - t1.p_ProgressBilledAmount + t1.p_ProgressApplyAmount + t1.p_WriteUpDownAmount + t1.c_time + t1.c_expenses - t1.c_BilledAmount - t1.c_ProgressBilledAmount + t1.c_ProgressApplyAmount + t1.c_WriteUpDownAmount AS c_wipendbalance
		/* AR fields for report */
		,t1.p_invoiceamount + t1.p_salestaxamount + t1.p_creditamount + t1.p_adjustment1amount + t1.p_debitamount + t1.p_adjustment2amount + t1.p_amount4 + t1.p_amount5 + t1.p_charges - t1.p_paymentamount AS p_arbeginbalance
		,t1.c_invoiceamount + t1.c_salestaxamount AS c_invoiceamount
		,t1.c_creditamount + t1.c_adjustment1amount + t1.c_debitamount + t1.c_adjustment2amount + t1.c_amount4 + t1.c_amount5 + t1.c_charges AS c_adjustments
		,t1.c_paymentamount
		,t1.p_invoiceamount + t1.p_salestaxamount + t1.p_creditamount + t1.p_adjustment1amount + t1.p_debitamount + t1.p_adjustment2amount + t1.p_amount4 + t1.p_amount5 + t1.p_charges - t1.p_paymentamount + t1.c_invoiceamount + t1.c_salestaxamount + t1.c_creditamount + t1.c_adjustment1amount + t1.c_debitamount + t1.c_adjustment2amount + t1.c_amount4 + t1.c_amount5 + t1.c_charges - t1.c_paymentamount AS c_arendbalance
	FROM

		(SELECT
			t00.ClientIdent
			,ISNULL(t04.[time],0.00) as p_time
			,ISNULL(t04.expenses,0.00) as p_expenses
			,ISNULL(t05.BilledAmount,0.00) as p_billedamount
			,ISNULL(t06.ProgressBilledAmount,0.00) as p_progressbilledamount
			,ISNULL(t07.ProgressApplyAmount,0.00) as p_progressapplyamount
			,ISNULL(t08.writeupdownamount,0.00) as p_writeupdownamount
			,ISNULL(t19a.invoiceamount,0.00) as p_invoiceamount
			,ISNULL(t19a.salestaxamount,0.00) AS p_salestaxamount
			/* on the WIPAR Rec report, the next 6 numbers are added together to give the "adjust" column */
			,ISNULL(t20a.creditamount,0.00) AS p_creditamount
			,ISNULL(t20a.adjustment1amount,0.00) AS p_adjustment1amount
			,ISNULL(t20a.debitamount,0.00) AS p_debitamount
			,ISNULL(t20a.adjustment2amount,0.00) AS p_adjustment2amount
			,ISNULL(t20a.amount4,0.00) AS p_amount4
			,ISNULL(t20a.amount5,0.00) AS p_amount5
			,ISNULL(t21a.charges,0.00) AS p_charges
			,ISNULL(t22a.PaymentAmount,0.00) AS p_paymentamount

			,ISNULL(t14.[hours],0.00) as c_hours
			,ISNULL(t14.[time],0.00) as c_time
			,ISNULL(t14.expenses,0.00) as c_expenses
			,ISNULL(t15.BilledAmount,0.00) as c_billedamount
			,ISNULL(t16.ProgressBilledAmount,0.00) as c_progressbilledamount
			,ISNULL(t17.ProgressApplyAmount,0.00) as c_progressapplyamount
			,ISNULL(t18.writeupdownamount,0.00) as c_writeupdownamount
			,ISNULL(t19.invoiceamount,0.00) as c_invoiceamount
			,ISNULL(t19.salestaxamount,0.00) AS c_salestaxamount
			/* on the WIPAR Rec report, the next 6 numbers are added together to give the "adjust" column */
			,ISNULL(t20.creditamount,0.00) AS c_creditamount
			,ISNULL(t20.adjustment1amount,0.00) AS c_adjustment1amount
			,ISNULL(t20.debitamount,0.00) AS c_debitamount
			,ISNULL(t20.adjustment2amount,0.00) AS c_adjustment2amount
			,ISNULL(t20.amount4,0.00) AS c_amount4
			,ISNULL(t20.amount5,0.00) AS c_amount5

			,ISNULL(t21.charges,0.00) AS c_charges
			,ISNULL(t22.PaymentAmount,0.00) AS c_paymentamount

		FROM
			/* this is the main report driver select */
			(SELECT
				clientident
			FROM CLIENT) AS t00

			/* previous WIP balances */
			/* wip hours, time, expenses */
			LEFT JOIN
				(SELECT
					Clientident
					,SUM([hours]) AS [hours]
					,sum([time]) as [time]
					,sum([expenses]) as [expenses]
				FROM UVW_WIPAR01Clientident
				WHERE transactiondate BETWEEN @mBegdate0 AND @mEnddate0
				GROUP BY clientident) as t04 ON t04.Clientident = t00.ClientIdent

			/* wip billed amount */
			LEFT JOIN
				(SELECT
					clientident
					,SUM([hours]) AS [Hours]
					,SUM(StdAmount) AS [StdAmount]
					,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
					,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
					,SUM([AdjAmount]) AS [AdjAmount]
					,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
					,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
					,SUM([BilledAmount]) AS [BilledAmount]
					,SUM([TimeCost]) AS [TimeCost]
					,SUM([ExpenseCost]) AS [ExpenseCost]
					,SUM([Cost]) AS [Cost]
				FROM UVW_WIPAR02Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					/* per bug xxx, amounts should only be considered billed when the invoice is posted */
					AND InvoiceStatusCode = 1
				GROUP BY clientident) as t05 ON t05.Clientident = t00.ClientIdent

			/* wip progress billed */
			LEFT JOIN
				(SELECT
					ClientIdent
					,sum([ProgressBilledAmount]) AS ProgressBilledAmount
				FROM UVW_WIPAR03Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					AND InvoiceStatusCode = 1	/* progress billed is only included if the invoice is posted */
				GROUP BY clientident) AS t06 ON t06.Clientident = t00.ClientIdent

			/* wip progress apply */
			LEFT JOIN
				(Select
					ClientIdent
					,sum([ProgressApplyAmount]) AS ProgressApplyAmount
				FROM UVW_WIPAR04Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					AND InvoiceStatusCode = 1	/* progress apply is only included if the invoice is posted */
				GROUP BY clientident) AS t07 ON t07.Clientident = t00.ClientIdent

			/* wip write up-down */
			LEFT JOIN
				(SELECT
					ClientIdent
					,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
					,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
					,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
				FROM UVW_WIPAR05Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					/* 04/11/2024 note...the "Billing Report" does not have this line,
						so if they have unposted invoices, it can result in different Write Up/Dn balance */
					and InvoiceStatusCode=1	/* write up/down is only included if the invoice is posted */
				GROUP BY clientident) AS t08 ON t08.Clientident = t00.ClientIdent

			/* previous AR balances */
			/* ar invoice */
			LEFT JOIN
				(SELECT
					ClientIdent
					,SUM(InvoiceAmount) AS InvoiceAmount
					,SUM(SalesTaxAmount) AS SalesTaxAmount
				FROM UVW_WIPAR06Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 and @mEnddate0
				GROUP BY ClientIdent) as t19a ON t19a.Clientident = t00.ClientIdent

			/* ar write-offs and adjustments */
			LEFT JOIN
				(SELECT
					ClientIdent
					,SUM(CreditAmount) AS CreditAmount
					,SUM(Adjustment1Amount) AS Adjustment1Amount
					,SUM(Amount4) AS Amount4	/* GST write-off */
					,SUM(Amount5) AS Amount5	/* write-off */
					,SUM(DebitAmount) AS DebitAmount
					,SUM(Adjustment2Amount) AS Adjustment2Amount
				FROM UVW_WIPAR07Clientident
				WHERE transactiondatetime BETWEEN @mBegdate0 AND @mEnddate0
				GROUP BY ClientIdent) as t20a ON t20a.Clientident = t00.ClientIdent

			/* ar fin chg */
			LEFT JOIN
				(SELECT
					ClientIdent
					,sum(Charges) as [Charges]
				from UVW_WIPAR08Clientident
				where TransactionDateTime BETWEEN @mBegdate0 and @mEnddate0
				GROUP BY Clientident) as t21a ON t21a.Clientident = t00.ClientIdent

			/* ar payments */
			LEFT JOIN
				(SELECT
					ClientIdent,
					SUM(PaymentAmount) AS PaymentAmount
				FROM UVW_WIPAR09Clientident
				WHERE TransactionDateTime BETWEEN @mBegdate0 AND @mEnddate0
				GROUP BY clientident) AS t22a ON t22a.Clientident = t00.Clientident

			/* total billable wip (billed or unbilled) */
			/* wip hours, time, expenses */
			LEFT JOIN
				(SELECT
					Clientident
					,SUM([hours]) AS [hours]
					,sum([time]) as [time]
					,sum([expenses]) as [expenses]
				FROM UVW_WIPAR01Clientident
				WHERE transactiondate BETWEEN @mBegdate1 AND @mEnddate1
				GROUP BY clientident) AS t14 ON t14.Clientident = t00.ClientIdent

			/* wip billed amount */
			LEFT JOIN
				(SELECT
					clientident
					,SUM([hours]) AS [Hours]
					,SUM(StdAmount) AS [StdAmount]
					,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
					,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
					,SUM([AdjAmount]) AS [AdjAmount]
					,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
					,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
					,SUM([BilledAmount]) AS [BilledAmount]
					,SUM([TimeCost]) AS [TimeCost]
					,SUM([ExpenseCost]) AS [ExpenseCost]
					,SUM([Cost]) AS [Cost]
				FROM UVW_WIPAR02Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					/* amounts should only be considered billed when the invoice is posted */
					AND InvoiceStatusCode = 1
				GROUP BY clientident) as t15 ON t15.Clientident = t00.ClientIdent

			/* wip progress billed */
			LEFT JOIN
				(SELECT
					ClientIdent
					,sum([ProgressBilledAmount]) AS ProgressBilledAmount
				FROM UVW_WIPAR03Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					AND InvoiceStatusCode = 1
				GROUP BY clientident) as t16 ON t16.Clientident = t00.ClientIdent

			/* wip progress apply */
			LEFT JOIN
				(Select
					ClientIdent
					,sum([ProgressApplyAmount]) AS ProgressApplyAmount
				FROM UVW_WIPAR04Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					AND InvoiceStatusCode = 1
				GROUP BY clientident) AS t17 ON t17.Clientident = t00.ClientIdent

			/* wip write up-down */
			LEFT JOIN
				(SELECT
					ClientIdent
					,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
					,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
					,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
				FROM UVW_WIPAR05Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					and InvoiceStatusCode=1	/* write up/down is only included if the invoice is posted */
				GROUP BY clientident) AS t18 ON t18.Clientident = t00.ClientIdent

			/* current AR balances */
			/* ar invoice */
			LEFT JOIN
				(SELECT
					ClientIdent
					,SUM(InvoiceAmount) AS InvoiceAmount
					,SUM(SalesTaxAmount) AS SalesTaxAmount
				FROM UVW_WIPAR06Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 and @mEnddate1
				GROUP BY ClientIdent) AS t19 ON t19.Clientident = t00.ClientIdent
			/* ar debits, credits, adjustments */
			LEFT JOIN
				(SELECT
					ClientIdent
					,SUM(CreditAmount) AS CreditAmount
					,SUM(Adjustment1Amount) AS Adjustment1Amount
					,SUM(Amount4) AS Amount4	/* GST write-off */
					,SUM(Amount5) AS Amount5	/* write-off */
					,SUM(DebitAmount) AS DebitAmount
					,SUM(Adjustment2Amount) AS Adjustment2Amount
				FROM UVW_WIPAR07Clientident
				WHERE transactiondatetime BETWEEN @mBegdate1 AND @mEnddate1
				GROUP BY ClientIdent) AS t20 ON t20.Clientident = t00.ClientIdent
			/* ar fin chg */
			LEFT JOIN
				(SELECT
					ClientIdent
					,sum(Charges) as [Charges]
				from UVW_WIPAR08Clientident
				where TransactionDateTime BETWEEN @mBegdate1 and @mEnddate1
				GROUP BY Clientident) AS t21 ON t21.Clientident = t00.ClientIdent
			/* ar payments */
			LEFT JOIN
				(SELECT
					ClientIdent,
					SUM(PaymentAmount) AS PaymentAmount
				FROM UVW_WIPAR09Clientident
				WHERE TransactionDateTime BETWEEN @mBegdate1 AND @mEnddate1
				GROUP BY clientident) AS t22 ON t22.Clientident = t00.Clientident

		) AS t1
	LEFT JOIN CLIENT ON t1.ClientIdent=client.ClientIdent
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1	
		/*
		AND ClientIdSubId NOT IN (
			'D07134.01',
			'GLV001',
			'B191161.101',
			'CRAVEND',
			'B123000.101',
			'1003079.000',
			'499827904',
			'B1002819.000',
			'15068',
			'504',
			'B159019.101',
			'B279026.001',
			'three'
		) */
		AND (t1.p_time
			+ t1.p_expenses
			+ t1.p_billedamount
			+ t1.p_progressbilledamount
			+ t1.p_progressapplyamount
			+ t1.p_writeupdownamount <> 0
		OR t1.c_hours <> 0
		OR t1.c_time <> 0
		or t1.c_expenses <> 0
		OR t1.c_billedamount <> 0
		or t1.c_progressbilledamount <> 0
		or t1.c_progressapplyamount <> 0
		or t1.c_writeupdownamount <> 0
		OR t1.p_invoiceamount
			+ t1.p_salestaxamount
			+ t1.p_creditamount
			+ t1.p_adjustment1amount
			+ t1.p_debitamount
			+ t1.p_adjustment2amount
			+ t1.p_amount4
			+ t1.p_amount5
			+ t1.p_charges
			+ t1.p_paymentamount <> 0
		or t1.c_invoiceamount <> 0
		or t1.c_salestaxamount <> 0
		or (t1.c_creditamount
			+ t1.c_adjustment1amount
			+ t1.c_debitamount
			+ t1.c_adjustment2amount
			+ t1.c_amount4
			+ t1.c_amount5) <> 0
		or t1.c_charges <> 0
		or t1.c_paymentamount <> 0)
		AND (CLIENT.DeleteFlag = 'F' OR CLIENT.DeleteFlag = @mIncludeDeleted)
		AND ClientOfficeName IN (SELECT column1 FROM #officetemp)
		/* AND CLIENT.ClientIdSubId = '22015.0' */

	ORDER BY
		CASE WHEN @mSortOrder=0 THEN ClientIdSubId ELSE ClientSortName END

END
GO
/****** Object:  StoredProcedure [dbo].[USP_WIPComponent]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_WIPComponent]
	@mBegdate1 AS DATE							/* current balance date range */
	,@mEnddate1 AS DATE							/* current balance date range */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	,@mCRSTitle varchar(32) = 'All'
	,@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
	,@mSortOrder AS INT = 0						/* 0 = sort by clientid, 1 = sort by clientsortname */
	,@mIncludeDeleted CHAR(1) = 'F'				/* set to F to exclude deleted, or set to T to include deleted */
	,@mIncludeProgress CHAR(1) = 'T'			/* set to F to exclude progress billed/applied */
	,@mFRGList varchar(32) = 'All'				/* financial reporting group name */
AS
BEGIN
	SET NOCOUNT ON;

	/* calculate the date range that is used for all beginning balances in this report */
	DECLARE @mBegdate0 DATE = '01/01/1900'				/* prior balance date range begin */
	DECLARE @mEnddate0 DATE = DATEADD(d,-1,@mBegdate1)	/* prior balance date range end */

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	CREATE TABLE #tempfrg (column1 NVARCHAR(32))
	INSERT INTO #tempfrg select * from [dbo].[UFN_String2Table](@mFRGList)

	SELECT
		ISNULL(STAFF.StaffName,' No Selection') AS CRS1
		,[CLIENT].ClientIdSubId
		,[Client].ClientSortName
		,t1.p_time
			+ t1.p_expenses
			- t1.p_BilledAmount
			- CASE WHEN @mIncludeProgress='T' THEN t1.p_ProgressBilledAmount ELSE 0 END
			+ CASE WHEN @mIncludeProgress='T' THEN t1.p_ProgressApplyAmount ELSE 0 END
			+ t1.p_WriteUpDownAmount
			AS p_wipbeginbalance
		,t1.c_time
		,t1.c_expenses
		,t1.c_TimeBilledAmount
		,t1.c_ExpenseBilledAmount
		,CASE WHEN @mIncludeProgress='T' THEN t1.c_ProgressBilledAmount ELSE 0 END AS c_ProgressBilledAmount
		,CASE WHEN @mIncludeProgress='T' THEN t1.c_ProgressApplyAmount ELSE 0 END AS c_ProgressApplyAmount
		,t1.c_writeupdownamount
		,t1.p_time
			+ t1.p_expenses
			- t1.p_BilledAmount
			- CASE WHEN @mIncludeProgress='T' THEN t1.p_ProgressBilledAmount ELSE 0 END
			+ CASE WHEN @mIncludeProgress='T' THEN t1.p_ProgressApplyAmount ELSE 0 END
			+ t1.p_WriteUpDownAmount
			+ t1.c_time
			+ t1.c_expenses
			- t1.c_BilledAmount
			- CASE WHEN @mIncludeProgress='T' THEN t1.c_ProgressBilledAmount ELSE 0 END
			+ CASE WHEN @mIncludeProgress='T' THEN t1.c_ProgressApplyAmount ELSE 0 END
			+ t1.c_WriteUpDownAmount
			AS c_wipendbalance
	FROM

		(SELECT
			t00.ClientIdent

			,ISNULL(t04.[time],0.00) as p_time
			,ISNULL(t04.expenses,0.00) as p_expenses
			,ISNULL(t05.BilledAmount,0.00) as p_billedamount
			,ISNULL(t06.ProgressBilledAmount,0.00) as p_progressbilledamount
			,ISNULL(t07.ProgressApplyAmount,0.00) as p_progressapplyamount
			,ISNULL(t08.writeupdownamount,0.00) as p_writeupdownamount

			,ISNULL(t14.[hours],0.00) as c_hours
			,ISNULL(t14.[time],0.00) as c_time
			,ISNULL(t14.expenses,0.00) as c_expenses
			,ISNULL(t15.TimeBilledAmount,0.00) AS c_TimeBilledAmount
			,ISNULL(t15.ExpenseBilledAmount,0.00) AS c_ExpenseBilledAmount
			,ISNULL(t15.BilledAmount,0.00) as c_BilledAmount
			,ISNULL(t16.ProgressBilledAmount,0.00) as c_progressbilledamount
			,ISNULL(t17.ProgressApplyAmount,0.00) as c_progressapplyamount
			,ISNULL(t18.writeupdownamount,0.00) as c_writeupdownamount

		FROM
			/* this is the main report driver select */
			(SELECT
				clientident
			FROM CLIENT) AS t00

			/* previous WIP balances */
			/* wip hours, time, expenses */
			LEFT JOIN
				(SELECT
					Clientident
					,SUM([hours]) AS [hours]
					,sum([time]) as [time]
					,sum([expenses]) as [expenses]
				FROM UVW_WIPAR01Clientident
				WHERE transactiondate BETWEEN @mBegdate0 AND @mEnddate0
				GROUP BY clientident) as t04 ON t04.Clientident = t00.ClientIdent

			/* wip billed amount */
			LEFT JOIN
				(SELECT
					clientident
					,SUM([hours]) AS [Hours]
					,SUM(StdAmount) AS [StdAmount]
					,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
					,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
					,SUM([AdjAmount]) AS [AdjAmount]
					,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
					,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
					,SUM([BilledAmount]) AS [BilledAmount]
					,SUM([TimeCost]) AS [TimeCost]
					,SUM([ExpenseCost]) AS [ExpenseCost]
					,SUM([Cost]) AS [Cost]
				FROM UVW_WIPAR02Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					/* amounts should only be considered billed when the invoice is posted */
					AND InvoiceStatusCode = 1
				GROUP BY clientident) as t05 ON t05.Clientident = t00.ClientIdent

			/* wip progress billed */
			LEFT JOIN
				(SELECT
					ClientIdent
					,sum([ProgressBilledAmount]) AS ProgressBilledAmount
				FROM UVW_WIPAR03Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					/* progress billed is only included if the invoice is posted */
					AND InvoiceStatusCode = 1
				GROUP BY clientident) AS t06 ON t06.Clientident = t00.ClientIdent

			/* wip progress apply */
			LEFT JOIN
				(Select
					ClientIdent
					,sum([ProgressApplyAmount]) AS ProgressApplyAmount
				FROM UVW_WIPAR04Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					/* progress apply is only included if the invoice is posted */
					AND InvoiceStatusCode = 1
				GROUP BY clientident) AS t07 ON t07.Clientident = t00.ClientIdent

			/* wip write up-down */
			LEFT JOIN
				(SELECT
					ClientIdent
					,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
					,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
					,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
				FROM UVW_WIPAR05Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					/* write up/down is only included if the invoice is posted */
					and InvoiceStatusCode=1
				GROUP BY clientident) AS t08 ON t08.Clientident = t00.ClientIdent

			/* total billable wip (billed or unbilled) */
			/* wip hours, time, expenses */
			LEFT JOIN
				(SELECT
					Clientident
					,SUM([hours]) AS [hours]
					,sum([time]) as [time]
					,sum([expenses]) as [expenses]
				FROM UVW_WIPAR01Clientident
				WHERE transactiondate BETWEEN @mBegdate1 AND @mEnddate1
				GROUP BY clientident) AS t14 ON t14.Clientident = t00.ClientIdent

			/* wip billed amount */
			LEFT JOIN
				(SELECT
					clientident
					,SUM([hours]) AS [Hours]
					,SUM([StdAmount]) AS [StdAmount]
					,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
					,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
					,SUM([AdjAmount]) AS [AdjAmount]
					,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
					,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
					,SUM([BilledAmount]) AS [BilledAmount]
					,SUM([TimeCost]) AS [TimeCost]
					,SUM([ExpenseCost]) AS [ExpenseCost]
					,SUM([Cost]) AS [Cost]
				FROM UVW_WIPAR02Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					AND InvoiceStatusCode = 1
				GROUP BY clientident) as t15 ON t15.Clientident = t00.ClientIdent

			/* wip progress billed */
			LEFT JOIN
				(SELECT
					ClientIdent
					,sum([ProgressBilledAmount]) AS ProgressBilledAmount
				FROM UVW_WIPAR03Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					AND InvoiceStatusCode = 1
				GROUP BY clientident) as t16 ON t16.Clientident = t00.ClientIdent

			/* wip progress apply */
			LEFT JOIN
				(Select
					ClientIdent
					,sum([ProgressApplyAmount]) AS ProgressApplyAmount
				FROM UVW_WIPAR04Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					AND InvoiceStatusCode = 1
				GROUP BY clientident) AS t17 ON t17.Clientident = t00.ClientIdent

			/* wip write up-down */
			LEFT JOIN
				(SELECT
					ClientIdent
					,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
					,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
					,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
				FROM UVW_WIPAR05Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					and InvoiceStatusCode=1	/* write up/down is only included if the invoice is posted */
				GROUP BY clientident) AS t18 ON t18.Clientident = t00.ClientIdent

		) AS t1

	LEFT JOIN CLIENT ON t1.ClientIdent=client.ClientIdent
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	--LEFT JOIN CLIENTGROUP ON CLIENT.ClientIdent = CLIENTGROUP.ClientIdent AND FinancialReportingGroupFlag = 'T'
	OUTER APPLY
		(SELECT TOP 1 ClientGroupName FROM CLIENTGROUP WHERE CLIENTGROUP.ClientIdent = CLIENT.ClientIdent AND FinancialReportingGroupFlag = 'T') AS FRG

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1	
		AND (t1.p_time
			+ t1.p_expenses
			- t1.p_billedamount
			- CASE WHEN @mIncludeProgress='T' THEN t1.p_progressbilledamount ELSE 0 END
			+ CASE WHEN @mIncludeProgress='T' THEN t1.p_progressapplyamount ELSE 0 END
			+ t1.p_writeupdownamount <> 0
		OR t1.c_hours <> 0
		OR t1.c_time <> 0
		or t1.c_expenses <> 0
		OR t1.c_billedamount <> 0
		or CASE WHEN @mIncludeProgress='T' THEN t1.c_progressbilledamount ELSE 0 END <> 0
		or CASE WHEN @mIncludeProgress='T' THEN t1.c_progressapplyamount ELSE 0 END <> 0
		or t1.c_writeupdownamount <> 0 )
		AND (CLIENT.DeleteFlag = 'F' OR CLIENT.DeleteFlag = @mIncludeDeleted)
		AND CASE WHEN @mFRGList = 'All' THEN 1 ELSE CASE WHEN FRG.ClientGroupName IN (SELECT column1 FROM #tempfrg) THEN 1 ELSE 0 END END = 1


	ORDER BY
		CRS1,CASE WHEN @mSortOrder=0 THEN ClientIdSubId ELSE ClientSortName END

END
GO
/****** Object:  StoredProcedure [dbo].[USP_WIPDetailLedger]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_WIPDetailLedger]
	@mBegdate1 AS DATE
	,@mEnddate1 AS DATE
	,@mCRSTitle varchar(32) = 'All'
	,@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
	,@mFRGList varchar(32) = 'All'				/* financial reporting group name */
AS
BEGIN
	DECLARE @mUnassigned AS CHAR(11) = ' Unassigned'

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	CREATE TABLE #tempfrg (column1 NVARCHAR(32))
	INSERT INTO #tempfrg select * from [dbo].[UFN_String2Table](@mFRGList)

	SELECT
		STAFF2.StaffName AS CRS1,
		CLIENT.ClientIdSubId,
		CLIENT.ClientSortName,
		T1.*

	FROM CLIENT
	LEFT JOIN
		(SELECT
			ClientIdent,
			DATEADD(d,-1,@mBegdate1) AS TransactionDate,
			NULL AS StaffIdentifier,
			NULL AS ReportName,
			NULL AS ServiceCodeID,
			'Balance Forward' AS ServiceCodeName,
			SUM([hours]) AS [hours],
			SUM([adjrate]) AS [adjrate],
			SUM([amount]) AS [AdjAmount],
			NULL AS ProjectCode,
			NULL AS ProjectName,
			NULL AS WorkstepCode,
			NULL AS WorkstepName
		FROM UVW_WIPDetailLedger
		WHERE transactiondate BETWEEN '01/01/1900' AND DATEADD(d,-1,@mBegdate1)
		GROUP BY ClientIdent
		UNION ALL
		SELECT
			UVW_WIPDetailLedger.ClientIdent,
			UVW_WIPDetailLedger.TransactionDate,
			STAFF.StaffIdentifier,
			STAFF.ReportName,
			CASE WipTypeCode
				WHEN 3 THEN ''
				ELSE SERVICECODE.ServiceCodeID
				END AS ServiceCodeID,
			CASE WipTypeCode
				WHEN 3 THEN 'Progress bill'
				ELSE SERVICECODE.ServiceCodeName
				END AS ServiceCodeName,
			UVW_WIPDetailLedger.hours,
			UVW_WIPDetailLedger.adjrate,
			UVW_WIPDetailLedger.amount AS AdjAmount,
			ISNULL(CASE WHEN DATALENGTH([INTERIMWORKINGPROJECT].ProjectCode)=0 THEN NULL ELSE [INTERIMWORKINGPROJECT].ProjectCode END, @mUnassigned) AS ProjectCode,
			ISNULL(INTERIMWORKINGPROJECT.ProjectName,@mUnassigned) AS ProjectName,
			ISNULL([INTERIMWORKINGPROJECTWORKSTEP].WorkStepCode,'') AS WorkStepCode,
			ISNULL([INTERIMWORKINGPROJECTWORKSTEP].WorkStepName,'') AS WorkStepName
		FROM UVW_WIPDetailLedger
		LEFT JOIN SERVICECODE on SERVICECODE.ServiceCodeIdent = UVW_WIPDetailLedger.ServiceCodeIdent
		LEFT JOIN STAFF on staff.StaffIdent=UVW_WIPDetailLedger.StaffIdent
		LEFT JOIN [INTERIMWORKINGPROJECT] on UVW_WIPDetailLedger.projectident = [INTERIMWORKINGPROJECT].interimworkingprojectident
		LEFT JOIN [INTERIMWORKINGPROJECTWORKSTEP] ON UVW_WIPDetailLedger.Workstepident = [INTERIMWORKINGPROJECTWORKSTEP].InterimWorkingProjectWorkStepIdent
		WHERE UVW_WIPDetailLedger.transactiondate BETWEEN @mBegdate1 AND @mEnddate1
		) T1 ON CLIENT.ClientIdent = T1.ClientIdent

	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle
	LEFT JOIN STAFF AS STAFF2 on CLIENTCRS.StaffIdent = STAFF2.StaffIdent

	--LEFT JOIN CLIENTGROUP ON CLIENT.ClientIdent = CLIENTGROUP.ClientIdent AND FinancialReportingGroupFlag = 'T'
	OUTER APPLY
		(SELECT TOP 1 ClientGroupName FROM CLIENTGROUP WHERE CLIENTGROUP.ClientIdent = CLIENT.ClientIdent AND FinancialReportingGroupFlag = 'T') AS FRG

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF2.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1	
		AND CASE WHEN @mFRGList = 'All' THEN 1 ELSE CASE WHEN FRG.ClientGroupName IN (SELECT column1 FROM #tempfrg) THEN 1 ELSE 0 END END = 1
		and (T1.[hours]<>0 OR T1.[AdjRate]<>0 OR T1.[AdjAmount]<>0)

	ORDER BY
		CRS1,
		CLIENT.ClientIdSubId,
		T1.TransactionDate

END
GO
/****** Object:  StoredProcedure [dbo].[USP_WIPReconciliationProject]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_WIPReconciliationProject]
	@mBegdate1 AS DATE							/* current balance date range */
	,@mEnddate1 AS DATE							/* current balance date range */
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	,@mCRSTitle varchar(32) = 'All'
	,@mStaffIdentifierList VARCHAR(MAX) = ''	/* if a specified list of CRS staff is selected, this will contain the list */
	,@mSortOrder AS INT = 0						/* 0 = sort by clientid, 1 = sort by clientsortname */
	,@mIncludeDeleted CHAR(1) = 'F'				/* set to F to exclude deleted, or set to T to include deleted */
AS
BEGIN
	DECLARE @mBegdate0 DATE = '01/01/1900'				/* prior balance date range begin */
	DECLARE @mEnddate0 DATE = DATEADD(d,-1,@mBegdate1)	/* prior balance date range end */

	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #tempstaff (column1 NVARCHAR(255))
	INSERT INTO #tempstaff select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)


	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent=CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1
		,t1.ProjectName
		,[CLIENT].ClientIdSubId
		,[Client].ClientSortName

		/* WIP fields for report */
		,t1.p_time + t1.p_expenses - t1.p_BilledAmount - t1.p_ProgressBilledAmount + t1.p_ProgressApplyAmount + t1.p_WriteUpDownAmount AS p_wipbeginbalance
		,t1.c_hours
		,t1.c_time
		,t1.c_expenses
		,t1.c_BilledAmount + t1.c_ProgressBilledAmount - t1.c_ProgressApplyAmount AS c_billings
		,t1.c_writeupdownamount
		,CASE WHeN (c_BilledAmount + c_ProgressBilledAmount - c_ProgressApplyAmount - c_WriteUpDownAmount) = 0 THEN 0 ELSE (c_BilledAmount + c_ProgressBilledAmount - c_ProgressApplyAmount) END
			/ CASE WHEN (c_BilledAmount + c_ProgressBilledAmount - c_ProgressApplyAmount - c_WriteUpDownAmount) = 0 THEN 1 ELSE (c_BilledAmount + c_ProgressBilledAmount - c_ProgressApplyAmount - c_WriteUpDownAmount) END
			AS c_realpercent
		,t1.p_time + t1.p_expenses - t1.p_BilledAmount - t1.p_ProgressBilledAmount + t1.p_ProgressApplyAmount + t1.p_WriteUpDownAmount + t1.c_time + t1.c_expenses - t1.c_BilledAmount - t1.c_ProgressBilledAmount + t1.c_ProgressApplyAmount + t1.c_WriteUpDownAmount AS c_wipendbalance


	FROM

		(SELECT
			t00.ClientIdent
			,ISNULL((SELECT ProjectName FROM INTERIMWORKINGPROJECT WHERE InterimWorkingProjectIdent=t00.ProjectIdent),' No Selection') AS ProjectName
			,ISNULL(t04.[time],0.00) as p_time
			,ISNULL(t04.expenses,0.00) as p_expenses
			,ISNULL(t05.BilledAmount,0.00) as p_billedamount
			,ISNULL(t06.ProgressBilledAmount,0.00) as p_progressbilledamount
			,ISNULL(t07.ProgressApplyAmount,0.00) as p_progressapplyamount
			,ISNULL(t08.writeupdownamount,0.00) as p_writeupdownamount

			,ISNULL(t14.[hours],0.00) as c_hours
			,ISNULL(t14.[time],0.00) as c_time
			,ISNULL(t14.expenses,0.00) as c_expenses
			,ISNULL(t15.BilledAmount,0.00) as c_billedamount
			,ISNULL(t16.ProgressBilledAmount,0.00) as c_progressbilledamount
			,ISNULL(t17.ProgressApplyAmount,0.00) as c_progressapplyamount
			,ISNULL(t18.writeupdownamount,0.00) as c_writeupdownamount


		FROM
			/* this is the main report driver select */
			(SELECT DISTINCT ClientIdent,ISNULL(ProjectIdent,0) AS ProjectIdent FROM WIP) AS t00

			/* previous WIP balances */
			/* wip hours, time, expenses */
			LEFT JOIN
				(SELECT
					Clientident
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,SUM([hours]) AS [hours]
					,sum([time]) as [time]
					,sum([expenses]) as [expenses]
				FROM UVW_WIPAR01Clientident
				WHERE transactiondate BETWEEN @mBegdate0 AND @mEnddate0
				GROUP BY clientident,ProjectIdent) as t04 ON t04.Clientident = t00.ClientIdent AND t04.ProjectIdent = t00.ProjectIdent

			/* wip billed amount */
			LEFT JOIN
				(SELECT
					ClientIdent
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,SUM([hours]) AS [Hours]
					,SUM(StdAmount) AS [StdAmount]
					,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
					,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
					,SUM([AdjAmount]) AS [AdjAmount]
					,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
					,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
					,SUM([BilledAmount]) AS [BilledAmount]
					,SUM([TimeCost]) AS [TimeCost]
					,SUM([ExpenseCost]) AS [ExpenseCost]
					,SUM([Cost]) AS [Cost]
				FROM UVW_WIPAR02Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					/* per bug xxx, amounts should only be considered billed when the invoice is posted */
					AND InvoiceStatusCode = 1
				GROUP BY clientident,ProjectIdent) as t05 ON t05.Clientident = t00.ClientIdent AND t05.ProjectIdent = t00.ProjectIdent

			/* wip progress billed */
			LEFT JOIN
				(SELECT
					ClientIdent
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,sum([ProgressBilledAmount]) AS ProgressBilledAmount
				FROM UVW_WIPAR03Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					AND InvoiceStatusCode = 1	/* progress billed is only included if the invoice is posted */
				GROUP BY clientident,ProjectIdent) AS t06 ON t06.Clientident = t00.ClientIdent AND t06.ProjectIdent = t00.ProjectIdent

			/* wip progress apply */
			LEFT JOIN
				(Select
					ClientIdent
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,sum([ProgressApplyAmount]) AS ProgressApplyAmount
				FROM UVW_WIPAR04Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					AND InvoiceStatusCode = 1	/* progress apply is only included if the invoice is posted */
				GROUP BY clientident,ProjectIdent) AS t07 ON t07.Clientident = t00.ClientIdent AND t07.ProjectIdent = t00.ProjectIdent

			/* wip write up-down */
			LEFT JOIN
				(SELECT
					ClientIdent
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
					,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
					,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
				FROM UVW_WIPAR05Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate0 AND @mEnddate0
					and InvoiceStatusCode=1	/* write up/down is only included if the invoice is posted */
				GROUP BY clientident,ProjectIdent) AS t08 ON t08.Clientident = t00.ClientIdent AND t08.ProjectIdent = t00.ProjectIdent

			/* current WIP balances */
			/* wip hours, time, expenses */
			LEFT JOIN
				(SELECT
					Clientident
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,SUM([hours]) AS [hours]
					,sum([time]) as [time]
					,sum([expenses]) as [expenses]
				FROM UVW_WIPAR01Clientident
				WHERE transactiondate BETWEEN @mBegdate1 AND @mEnddate1
				GROUP BY clientident,ProjectIdent) AS t14 ON t14.Clientident = t00.ClientIdent AND t14.ProjectIdent = t00.ProjectIdent

			/* wip billed amount */
			LEFT JOIN
				(SELECT
					ClientIdent
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,SUM([hours]) AS [Hours]
					,SUM(StdAmount) AS [StdAmount]
					,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
					,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
					,SUM([AdjAmount]) AS [AdjAmount]
					,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
					,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
					,SUM([BilledAmount]) AS [BilledAmount]
					,SUM([TimeCost]) AS [TimeCost]
					,SUM([ExpenseCost]) AS [ExpenseCost]
					,SUM([Cost]) AS [Cost]
				FROM UVW_WIPAR02Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					/* amounts should only be considered billed when the invoice is posted */
					AND InvoiceStatusCode = 1
				GROUP BY clientident,ProjectIdent) as t15 ON t15.Clientident = t00.ClientIdent AND t15.ProjectIdent = t00.ProjectIdent

			/* wip progress billed */
			LEFT JOIN
				(SELECT
					ClientIdent
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,sum([ProgressBilledAmount]) AS ProgressBilledAmount
				FROM UVW_WIPAR03Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					AND InvoiceStatusCode = 1
				GROUP BY clientident,ProjectIdent) as t16 ON t16.Clientident = t00.ClientIdent AND t16.ProjectIdent = t00.ProjectIdent

			/* wip progress apply */
			LEFT JOIN
				(Select
					ClientIdent
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,sum([ProgressApplyAmount]) AS ProgressApplyAmount
				FROM UVW_WIPAR04Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					AND InvoiceStatusCode = 1
				GROUP BY clientident,ProjectIdent) AS t17 ON t17.Clientident = t00.ClientIdent AND t17.ProjectIdent = t00.ProjectIdent

			/* wip write up-down */
			LEFT JOIN
				(SELECT
					ClientIdent
					,ISNULL(ProjectIdent,0) AS ProjectIdent
					,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
					,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
					,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
				FROM UVW_WIPAR05Clientident
				WHERE InvoiceDateTime BETWEEN @mBegdate1 AND @mEnddate1
					and InvoiceStatusCode=1	/* write up/down is only included if the invoice is posted */
				GROUP BY clientident,ProjectIdent) AS t18 ON t18.Clientident = t00.ClientIdent AND t18.ProjectIdent = t00.ProjectIdent

		) AS t1
	LEFT JOIN CLIENT ON t1.ClientIdent=client.ClientIdent
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #tempstaff) THEN 1 ELSE 0 END END) = 1	
		AND (t1.p_time
			+ t1.p_expenses
			- t1.p_billedamount
			- t1.p_progressbilledamount
			+ t1.p_progressapplyamount
			+ t1.p_writeupdownamount <> 0
		OR t1.c_hours <> 0
		OR t1.c_time <> 0
		OR t1.c_expenses <> 0
		OR t1.c_billedamount + t1.c_progressbilledamount - t1.c_progressapplyamount <> 0
		OR t1.c_writeupdownamount <> 0)
		AND (CLIENT.DeleteFlag = 'F' OR CLIENT.DeleteFlag = @mIncludeDeleted)

	ORDER BY
		CRS1,
		ProjectName,
		CASE WHEN @mSortOrder=0 THEN ClientIdSubId ELSE ClientSortName END

END
GO
/****** Object:  StoredProcedure [dbo].[USP_WIPSummary]    Script Date: 3/29/2026 1:13:23 AM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
CREATE OR ALTER PROCEDURE [dbo].[USP_WIPSummary]
	@mDateend AS DATE,
	/* this parameter value will either be All, or one of the firm-defined CRS positions
	   if a CRS position name is passed in, this will be used as the primary sort field */
	@mCRSTitle varchar(32) = 'All',
	@mStaffIdentifierList VARCHAR(MAX) = '',	/* if a specified list of CRS staff is selected, this will contain the list */
	@mOfficelist varchar(MAX)					/* contains a list of offices in the form of IN('Office1','Office2','Office3') */
AS
BEGIN
	/* this section creates a temp table to hold the comma separated 'staff' values sent in by the program. */
	CREATE TABLE #stafftemp (column1 NVARCHAR(255))
	INSERT INTO #stafftemp select * from [dbo].[UFN_String2Table](@mStaffIdentifierList)

	/* this will create a temporary table that holds the list of offices selected */
	CREATE TABLE #officetemp (column1 NVARCHAR(255))
	INSERT INTO #officetemp select * from [dbo].[UFN_String2Table](@mOfficelist)

	SELECT
		ISNULL((SELECT STAFF.StaffName
			FROM CLIENTCRS
				LEFT JOIN STAFF ON CLIENTCRS.StaffIdent=STAFF.StaffIdent
			WHERE ClientIdent=CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription = @mCRSTitle),' No Selection') AS CRS1,
		client.clientidsubid,
		client.clientsortname,

		/* wip available */
		ISNULL(t01.time,0.00) - ISNULL(t02.TimeBilledAmount,0.00) + ISNULL(t05.TimeWriteUpDownAmount,0.00) AS WIPTimeAvailable,
		ISNULL(t01.expenses,0.00) - ISNULL(t02.ExpenseBilledAmount,0.00) + ISNULL(t05.ExpenseWriteUpDownAmount,0.00) AS WIPExpenseAvailable,

		/* added 07/20/2023 cost of the remaining WIP */
		ISNULL(t01.timecost,0.00) - ISNULL(t02.timecost,0.00) AS WIPTimeCost,
		ISNULL(t01.expensecost,0.00) - ISNULL(t02.expensecost,0.00) AS WIPExpenseCost,

		/* progress */
		ISNULL(T03.ProgressBilledAmount,0.00) - ISNULL(t04.ProgressApplyAmount,0.00) AS WIPProgress

	FROM CLIENT
	LEFT JOIN CLIENTCRS on CLIENTCRS.ClientIdent = CLIENT.ClientIdent AND CLIENTCRS.FirmClientStaffAssignmentDescription=@mCRSTitle
	LEFT JOIN STAFF on CLIENTCRS.StaffIdent = STAFF.StaffIdent

	/* total billable wip (billed or unbilled) */
	LEFT JOIN
		(SELECT
			Clientident
			,SUM([hours]) AS [hours]
			,sum([time]) as [time]
			,sum([expenses]) as [expenses]
			,SUM([timecost]) AS [timecost]
			,SUM([expensecost]) AS [expensecost]
		FROM UVW_WIPAR01Clientident
		WHERE transactiondate BETWEEN '01/01/1900' AND @mDateend
		GROUP BY clientident) AS t01 ON t01.clientident=CLIENT.clientident

	/* wip billed amount */
	LEFT JOIN 
		(SELECT
			clientident
			,SUM([hours]) AS [Hours]
			,SUM(StdAmount) AS [StdAmount]
			,SUM([TimeAdjAmount]) AS [TimeAdjAmount]
			,SUM([ExpenseAdjAmount]) AS [ExpenseAdjAmount]
			,SUM([AdjAmount]) AS [AdjAmount]
			,SUM([TimeBilledAmount]) AS [TimeBilledAmount]
			,SUM([ExpenseBilledAmount]) AS [ExpenseBilledAmount]
			,SUM([BilledAmount]) AS [BilledAmount]
			,SUM([TimeCost]) AS [TimeCost]
			,SUM([ExpenseCost]) AS [ExpenseCost]
			,SUM([Cost]) AS [Cost]
		FROM UVW_WIPAR02Clientident
		WHERE InvoiceDateTime BETWEEN '01/01/1900' AND @mDateend
			/* amounts should only be considered billed when the invoice is posted */
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS t02 ON t02.clientident=CLIENT.clientident

	/* wip progress billed */
	LEFT JOIN
		(SELECT
			ClientIdent
			,sum([ProgressBilledAmount]) AS ProgressBilledAmount
		FROM UVW_WIPAR03Clientident
		WHERE InvoiceDateTime BETWEEN '01/01/1900' AND @mDateend
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS t03 ON t03.clientident=CLIENT.clientident

	/* wip progress apply */
	LEFT JOIN
		(Select
			ClientIdent
			,sum([ProgressApplyAmount]) AS ProgressApplyAmount
		FROM UVW_WIPAR04Clientident
		WHERE InvoiceDateTime BETWEEN '01/01/1900' AND @mDateend
			AND InvoiceStatusCode = 1
		GROUP BY clientident) AS t04 ON t04.clientident=CLIENT.clientident

	/* wip write up-down */
	LEFT JOIN
		(SELECT
			ClientIdent
			,SUM(TimeWriteUpDownAmount) AS TimeWriteUpDownAmount
			,SUM(ExpenseWriteUpDownAmount) AS ExpenseWriteUpDownAmount
			,SUM(ISNULL(writeupdownAmount,0)) AS WriteUpDownAmount
		FROM UVW_WIPAR05Clientident
		WHERE InvoiceDateTime BETWEEN '01/01/1900' AND @mDateend
			and InvoiceStatusCode=1	/* write up/down is only included if the invoice is posted */
		GROUP BY clientident) AS t05 ON t05.clientident=CLIENT.clientident

	WHERE
		(CASE WHEN @mCRSTitle = 'All' THEN 1 ELSE CASE WHEN ISNULL(STAFF.StaffIdentifier,'0') IN (SELECT column1 FROM #stafftemp) THEN 1 ELSE 0 END END) = 1	
		AND ClientOfficeName IN (SELECT column1 FROM #officetemp)
		AND
		(/* wip available */
		(ISNULL(t01.time,0.00) + ISNULL(t01.expenses,0.00) - ISNULL(t02.BilledAmount,0.00) + ISNULL(t05.WriteUpDownAmount,0.00)) <> 0
		/* progress */
		OR (ISNULL(T03.ProgressBilledAmount,0.00) - ISNULL(t04.ProgressApplyAmount,0.00)) <> 0)

	ORDER BY CRS1,client.clientidsubid
END
GO