Pagos: vw_payment

Vista consolidada para reportes de pagos por medio, banco, sucursal y operador. Recomendada para:

• arqueos de caja/banco

• conciliaciones

• reportes por medio de pago y fechas

• obtener el detalle de la forma de pago de un documento específico

Casos de uso

1) Totales por medio de pago (últimos 7 días)

SELECT payment_type_name, SUM(amount_converted) AS total_base
FROM public.vw_payment
WHERE document_date >= NOW() - INTERVAL '90 days'
GROUP BY payment_type_name
ORDER BY total_base DESC;

2) Totales por banco (depósitos/transferencias/cheques)

SELECT bank_name, SUM(amount_converted) AS total_base
FROM public.vw_payment
WHERE bank_name IS NOT NULL
  AND document_date >= NOW() - INTERVAL '90 days'
GROUP BY bank_name
ORDER BY total_base DESC;

3) Pagos por sucursal y operador (auditoría)

SELECT sucursal_name, operator_name, COUNT(*) AS qty, SUM(amount_converted) AS total_base
FROM public.vw_payment
WHERE document_date >= NOW() - INTERVAL '90 days'
GROUP BY sucursal_name, operator_name
ORDER BY total_base DESC;