Siparişten Tahsilata, faturalandırma ve fatura yönetimi için Veri Templateiniz

// This is a configuration guide for building multiple Salesforce reports.
// The data from these separate CSV exports must be manually combined and transformed into a single event log.

// Report 1: Invoice Generated
// Report Type: Invoices (or your custom invoice object report type)
// Filters: 
// 1. Created Date GREATER OR EQUAL [Start Date]
// 2. Created Date LESS OR EQUAL [End Date]
// Columns to Export & Map:
// - Invoice Number -> InvoiceNumber
// - 'Invoice Generated' (static text) -> ActivityName
// - Created Date -> EventTime
// - Created By -> UserResponsible
// - [Billing Department Field] -> BillingDepartment
// - Status -> InvoiceStatus
// - Total Amount -> InvoiceTotalAmount
// - Payment Due Date -> PaymentDueDate

// Report 2: Invoice Status Changes (Submitted, Approved, Rejected, Corrected, Closed, Written Off)
// Report Type: Invoice History (or your custom object's history report type)
// Filters:
// 1. Edit Date GREATER OR EQUAL [Start Date]
// 2. Edit Date LESS OR EQUAL [End Date]
// 3. Field/Event EQUALS 'Status' (or the name of your status field)
// Columns to Export & Map:
// - Invoice Number -> InvoiceNumber
// - New Value (transformed*) -> ActivityName 
// - Edit Date -> EventTime
// - Edited By -> UserResponsible
// - [Billing Department Field] -> BillingDepartment
// - New Value -> InvoiceStatus
// - [Invoice Total Amount] -> InvoiceTotalAmount
// - [Invoice Payment Due Date] -> PaymentDueDate
// *Transformation Logic for ActivityName: 
//   - IF New Value = 'Pending Approval' THEN 'Invoice Submitted for Approval'
//   - IF New Value = 'Approved' THEN 'Invoice Approved'
//   - IF New Value = 'Rejected' THEN 'Invoice Rejected'
//   - IF New Value = 'Draft' AND Old Value = 'Rejected' THEN 'Invoice Corrected'
//   - IF New Value = 'Closed' THEN 'Invoice Closed'
//   - IF New Value = 'Written Off' THEN 'Invoice Written Off'

// Report 3: Invoice Sent to Customer
// Report Type: Invoices
// Filters:
// 1. [Sent Date Field] NOT EQUAL TO "" (not null)
// 2. [Sent Date Field] GREATER OR EQUAL [Start Date]
// 3. [Sent Date Field] LESS OR EQUAL [End Date]
// Columns to Export & Map:
// - Invoice Number -> InvoiceNumber
// - 'Invoice Sent to Customer' (static text) -> ActivityName
// - [Sent Date Field] -> EventTime
// - Last Modified By -> UserResponsible
// - [Billing Department Field] -> BillingDepartment
// - Status -> InvoiceStatus
// - Total Amount -> InvoiceTotalAmount
// - Payment Due Date -> PaymentDueDate

// Report 4: Payment Due Date Reached
// Report Type: Invoices
// Filters:
// 1. Payment Due Date NOT EQUAL TO "" (not null)
// 2. Payment Due Date GREATER OR EQUAL [Start Date]
// 3. Payment Due Date LESS OR EQUAL [End Date]
// Columns to Export & Map:
// - Invoice Number -> InvoiceNumber
// - 'Payment Due Date Reached' (static text) -> ActivityName
// - Payment Due Date -> EventTime
// - 'System' (static text) -> UserResponsible
// - [Billing Department Field] -> BillingDepartment
// - Status -> InvoiceStatus
// - Total Amount -> InvoiceTotalAmount
// - Payment Due Date -> PaymentDueDate

// Report 5: Payment Reminder Issued
// Report Type: Activities with Invoices (or similar custom report type)
// Filters:
// 1. Task or Event Subject CONTAINS 'Payment Reminder'
// 2. Created Date GREATER OR EQUAL [Start Date]
// 3. Created Date LESS OR EQUAL [End Date]
// Columns to Export & Map:
// - Invoice: Invoice Number -> InvoiceNumber
// - 'Payment Reminder Issued' (static text) -> ActivityName
// - Created Date -> EventTime
// - Assigned To -> UserResponsible
// - [Billing Department Field] -> BillingDepartment
// - [Invoice Status Field] -> InvoiceStatus
// - [Invoice Total Amount] -> InvoiceTotalAmount
// - [Invoice Payment Due Date] -> PaymentDueDate

// Report 6: Customer Payment Received & Status Changes (Posted, Applied)
// Report Type: Payments with Invoices (or similar custom report type)
// This report combines multiple events from the Payment record.
// Filters:
// 1. Payment: Created Date GREATER OR EQUAL [Start Date]
// 2. Payment: Created Date LESS OR EQUAL [End Date]
// Part A: Payment Received
// Columns to Export & Map:
// - Invoice: Invoice Number -> InvoiceNumber
// - 'Customer Payment Received' (static text) -> ActivityName
// - Payment: Created Date -> EventTime
// - Payment: Created By -> UserResponsible
// Part B: Payment Posted and Applied (Requires exporting and transforming multiple rows for the same payment if status changes)
// You may need a separate Payment History Report, similar to Report 2.
// Assuming a simple status field on the Payment for this example:
//   - IF Payment Status = 'Posted' THEN 'Payment Posted to Ledger'
//   - IF Payment Status = 'Applied' THEN 'Cash Applied/Reconciled'

import pandas as pd
from simple_salesforce import Salesforce
from datetime import datetime

class=class="hl-string">"hl-comment"># --- Salesforce Credentials and Settings ---
class=class="hl-string">"hl-comment"># IMPORTANT: Replace all placeholder values with your actual Salesforce information.
SF_USERNAME = class="hl-string">'[your_salesforce_username]'
SF_PASSWORD = class="hl-string">'[your_salesforce_password]'
SF_SECURITY_TOKEN = class="hl-string">'[your_salesforce_security_token]' class=class="hl-string">"hl-comment"># Append this to your password if required
SF_INSTANCE_URL = class="hl-string">'https://[your_instance].my.salesforce.com' class=class="hl-string">"hl-comment"># e.g., na1.salesforce.com

class=class="hl-string">"hl-comment"># --- Extraction Period ---
START_DATE = class="hl-string">'2023-01-01T00:00:00Z'
END_DATE = class="hl-string">'2023-12-31T23:59:59Z'

class=class="hl-string">"hl-comment"># --- Object and Field API Name Placeholders ---
class=class="hl-string">"hl-comment"># Replace these with the actual API names from your Salesforce org.
INVOICE_OBJECT = class="hl-string">'Invoice__c'
INVOICE_NUMBER_FIELD = class="hl-string">'Name'
INVOICE_STATUS_FIELD = class="hl-string">'Status__c'
INVOICE_TOTAL_AMOUNT_FIELD = class="hl-string">'Total_Amount__c'
INVOICE_DUE_DATE_FIELD = class="hl-string">'Due_Date__c'

PAYMENT_OBJECT = class="hl-string">'Payment__c'
PAYMENT_INVOICE_LOOKUP_FIELD = class="hl-string">'Invoice__c' class=class="hl-string">"hl-comment"># Lookup field from Payment to Invoice
PAYMENT_STATUS_FIELD = class="hl-string">'Status__c'

class=class="hl-string">"hl-comment"># --- Main Script ---
def main():
    print(class="hl-string">"Connecting to Salesforce...")
    sf = Salesforce(username=SF_USERNAME, password=SF_PASSWORD, security_token=SF_SECURITY_TOKEN, instance_url=SF_INSTANCE_URL)
    print(class="hl-string">"Connection successful.")

    all_events = []

    class=class="hl-string">"hl-comment"># 1. Get base Invoice data
    print(class="hl-string">"Fetching base invoice data...")
    soql_invoices = fclass="hl-string">"""
        SELECT Id, {INVOICE_NUMBER_FIELD}, CreatedDate, CreatedById, LastModifiedById, 
               {INVOICE_STATUS_FIELD}, {INVOICE_TOTAL_AMOUNT_FIELD}, {INVOICE_DUE_DATE_FIELD}
        FROM {INVOICE_OBJECT}
        WHERE CreatedDate >= {START_DATE} AND CreatedDate <= {END_DATE}
    """
    invoices_data = sf.query_all(soql_invoices)[class="hl-string">'records']
    df_invoices = pd.DataFrame(invoices_data).drop(columns=[class="hl-string">'attributes'])
    invoice_ids = class="hl-string">"','".join(df_invoices[class="hl-string">'Id'].tolist())

    class=class="hl-string">"hl-comment"># Activity: Invoice Generated & Payment Due Date Reached
    print(class="hl-string">"Processing 'Invoice Generated' and 'Payment Due Date Reached' events...")
    generated_events = df_invoices.copy()
    generated_events[class="hl-string">'ActivityName'] = class="hl-string">'Invoice Generated'
    generated_events[class="hl-string">'EventTime'] = pd.to_datetime(generated_events[class="hl-string">'CreatedDate']).dt.tz_localize(None)
    generated_events[class="hl-string">'UserResponsible'] = generated_events[class="hl-string">'CreatedById']
    all_events.append(generated_events)

    due_date_events = df_invoices[df_invoices[INVOICE_DUE_DATE_FIELD].notna()].copy()
    due_date_events[class="hl-string">'ActivityName'] = class="hl-string">'Payment Due Date Reached'
    due_date_events[class="hl-string">'EventTime'] = pd.to_datetime(due_date_events[INVOICE_DUE_DATE_FIELD]).dt.tz_localize(None)
    due_date_events[class="hl-string">'UserResponsible'] = None class=class="hl-string">"hl-comment"># System-generated event
    all_events.append(due_date_events)

    class=class="hl-string">"hl-comment"># 2. Get Invoice Status Changes from Field History
    print(class="hl-string">"Fetching invoice status changes...")
    soql_invoice_history = fclass="hl-string">"""
        SELECT ParentId, Field, OldValue, NewValue, CreatedDate, CreatedById
        FROM {INVOICE_OBJECT}History
        WHERE ParentId IN ('{invoice_ids}') AND Field = '{INVOICE_STATUS_FIELD}'
    """
    invoice_history_data = sf.query_all(soql_invoice_history)[class="hl-string">'records']
    if invoice_history_data:
        df_invoice_history = pd.DataFrame(invoice_history_data).drop(columns=[class="hl-string">'attributes'])
        df_invoice_history = df_invoice_history.merge(df_invoices[[class="hl-string">'Id', INVOICE_NUMBER_FIELD, INVOICE_TOTAL_AMOUNT_FIELD, INVOICE_DUE_DATE_FIELD]], left_on=class="hl-string">'ParentId', right_on=class="hl-string">'Id')
        df_invoice_history[class="hl-string">'EventTime'] = pd.to_datetime(df_invoice_history[class="hl-string">'CreatedDate']).dt.tz_localize(None)
        df_invoice_history[class="hl-string">'UserResponsible'] = df_invoice_history[class="hl-string">'CreatedById']

        class=class="hl-string">"hl-comment"># Map status changes to Activity Names
        status_map = {
            (class="hl-string">'Draft', class="hl-string">'Pending Approval'): class="hl-string">'Invoice Submitted for Approval',
            (class="hl-string">'Pending Approval', class="hl-string">'Approved'): class="hl-string">'Invoice Approved',
            (class="hl-string">'Pending Approval', class="hl-string">'Rejected'): class="hl-string">'Invoice Rejected',
            (class="hl-string">'Rejected', class="hl-string">'Draft'): class="hl-string">'Invoice Corrected',
            (class="hl-string">'Approved', class="hl-string">'Sent'): class="hl-string">'Invoice Sent to Customer',
            (class="hl-string">'Approved', class="hl-string">'Closed'): class="hl-string">'Invoice Closed',
            (class="hl-string">'Sent', class="hl-string">'Closed'): class="hl-string">'Invoice Closed',
            (class="hl-string">'Approved', class="hl-string">'Written Off'): class="hl-string">'Invoice Written Off'
        }
        df_invoice_history[class="hl-string">'ActivityName'] = df_invoice_history.apply(lambda row: status_map.get((str(row[class="hl-string">'OldValue']), str(row[class="hl-string">'NewValue']))), axis=1)
        df_invoice_history.rename(columns={class="hl-string">'NewValue': INVOICE_STATUS_FIELD}, inplace=True)
        all_events.append(df_invoice_history.dropna(subset=[class="hl-string">'ActivityName']))

    class=class="hl-string">"hl-comment"># 3. Get Payment Reminders from Tasks
    print(class="hl-string">"Fetching payment reminder tasks...")
    soql_tasks = fclass="hl-string">"""
        SELECT WhatId, ActivityDate, CreatedById, CreatedDate
        FROM Task
        WHERE WhatId IN ('{invoice_ids}') AND Subject LIKE '%Payment Reminder%'
    """
    task_data = sf.query_all(soql_tasks)[class="hl-string">'records']
    if task_data:
        df_tasks = pd.DataFrame(task_data).drop(columns=[class="hl-string">'attributes'])
        df_tasks = df_tasks.merge(df_invoices[[class="hl-string">'Id', INVOICE_NUMBER_FIELD, INVOICE_STATUS_FIELD, INVOICE_TOTAL_AMOUNT_FIELD, INVOICE_DUE_DATE_FIELD]], left_on=class="hl-string">'WhatId', right_on=class="hl-string">'Id')
        df_tasks[class="hl-string">'ActivityName'] = class="hl-string">'Payment Reminder Issued'
        df_tasks[class="hl-string">'EventTime'] = pd.to_datetime(df_tasks[class="hl-string">'CreatedDate']).dt.tz_localize(None)
        df_tasks[class="hl-string">'UserResponsible'] = df_tasks[class="hl-string">'CreatedById']
        all_events.append(df_tasks)

    class=class="hl-string">"hl-comment"># 4. Get Payment Data
    print(class="hl-string">"Fetching payment data...")
    soql_payments = fclass="hl-string">"""
        SELECT Id, {PAYMENT_INVOICE_LOOKUP_FIELD}, CreatedDate, CreatedById, LastModifiedById, {PAYMENT_STATUS_FIELD}
        FROM {PAYMENT_OBJECT}
        WHERE {PAYMENT_INVOICE_LOOKUP_FIELD} IN ('{invoice_ids}')
    """
    payment_data = sf.query_all(soql_payments)[class="hl-string">'records']
    if payment_data:
        df_payments = pd.DataFrame(payment_data).drop(columns=[class="hl-string">'attributes'])
        df_payments = df_payments.merge(df_invoices[[class="hl-string">'Id', INVOICE_NUMBER_FIELD, INVOICE_TOTAL_AMOUNT_FIELD, INVOICE_DUE_DATE_FIELD]], left_on=PAYMENT_INVOICE_LOOKUP_FIELD, right_on=class="hl-string">'Id', suffixes=(class="hl-string">'_payment', class="hl-string">'_invoice'))
        payment_ids = class="hl-string">"','".join(df_payments[class="hl-string">'Id_payment'].tolist())
        
        class=class="hl-string">"hl-comment"># Activity: Customer Payment Received
        payment_received_events = df_payments.copy()
        payment_received_events[class="hl-string">'ActivityName'] = class="hl-string">'Customer Payment Received'
        payment_received_events[class="hl-string">'EventTime'] = pd.to_datetime(payment_received_events[class="hl-string">'CreatedDate']).dt.tz_localize(None)
        payment_received_events[class="hl-string">'UserResponsible'] = payment_received_events[class="hl-string">'CreatedById']
        all_events.append(payment_received_events)
        
        class=class="hl-string">"hl-comment"># 5. Get Payment Status Changes
        print(class="hl-string">"Fetching payment status changes...")
        soql_payment_history = fclass="hl-string">"""
            SELECT ParentId, Field, OldValue, NewValue, CreatedDate, CreatedById
            FROM {PAYMENT_OBJECT}History
            WHERE ParentId IN ('{payment_ids}') AND Field = '{PAYMENT_STATUS_FIELD}'
        """
        payment_history_data = sf.query_all(soql_payment_history)[class="hl-string">'records']
        if payment_history_data:
            df_payment_history = pd.DataFrame(payment_history_data).drop(columns=[class="hl-string">'attributes'])
            df_payment_history = df_payment_history.merge(df_payments[[class="hl-string">'Id_payment', INVOICE_NUMBER_FIELD, INVOICE_TOTAL_AMOUNT_FIELD, INVOICE_DUE_DATE_FIELD]], left_on=class="hl-string">'ParentId', right_on=class="hl-string">'Id_payment')
            df_payment_history[class="hl-string">'EventTime'] = pd.to_datetime(df_payment_history[class="hl-string">'CreatedDate']).dt.tz_localize(None)
            df_payment_history[class="hl-string">'UserResponsible'] = df_payment_history[class="hl-string">'CreatedById']

            payment_status_map = {
                (class="hl-string">'Received', class="hl-string">'Posted'): class="hl-string">'Payment Posted to Ledger',
                (class="hl-string">'Posted', class="hl-string">'Reconciled'): class="hl-string">'Cash Applied/Reconciled'
            }
            df_payment_history[class="hl-string">'ActivityName'] = df_payment_history.apply(lambda row: payment_status_map.get((str(row[class="hl-string">'OldValue']), str(row[class="hl-string">'NewValue']))), axis=1)
            df_payment_history.rename(columns={class="hl-string">'NewValue': INVOICE_STATUS_FIELD}, inplace=True)
            all_events.append(df_payment_history.dropna(subset=[class="hl-string">'ActivityName']))

    class=class="hl-string">"hl-comment"># --- Final Assembly ---
    print(class="hl-string">"Assembling final event log...")
    final_df = pd.concat(all_events, ignore_index=True)

    class=class="hl-string">"hl-comment"># Standardize column names
    final_df.rename(columns={
        INVOICE_NUMBER_FIELD: class="hl-string">'InvoiceNumber',
        INVOICE_STATUS_FIELD: class="hl-string">'InvoiceStatus',
        INVOICE_TOTAL_AMOUNT_FIELD: class="hl-string">'InvoiceTotalAmount',
        INVOICE_DUE_DATE_FIELD: class="hl-string">'PaymentDueDate'
    }, inplace=True)

    class=class="hl-string">"hl-comment"># Select and order columns for the final event log
    required_cols = {
        class="hl-string">'InvoiceNumber': None,
        class="hl-string">'ActivityName': None,
        class="hl-string">'EventTime': None,
        class="hl-string">'UserResponsible': None,
        class="hl-string">'InvoiceStatus': None,
        class="hl-string">'InvoiceTotalAmount': None,
        class="hl-string">'PaymentDueDate': None
    }
    for col in required_cols:
        if col not in final_df.columns:
            final_df[col] = required_cols[col]
    
    class=class="hl-string">"hl-comment"># We cannot extract Billing Department directly from this model, so we will add it as an empty column
    final_df[class="hl-string">'BillingDepartment'] = None

    final_df = final_df[list(required_cols.keys()) + [class="hl-string">'BillingDepartment']]

    class=class="hl-string">"hl-comment"># Sort by case and event time
    final_df.sort_values(by=[class="hl-string">'InvoiceNumber', class="hl-string">'EventTime'], inplace=True)

    class=class="hl-string">"hl-comment"># Save to CSV
    output_filename = class="hl-string">'salesforce_billing_event_log.csv'
    final_df.to_csv(output_filename, index=False, date_format=class="hl-string">'%Y-%m-%dT%H:%M:%S.%f')
    print(fclass="hl-string">"Event log saved to {output_filename}")

if __name__ == class="hl-string">'__main__':
    main()

SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Invoice Generated' AS ActivityName,
    CAST(i.[Invoice Created Date field] AS TIMESTAMP) AS EventTime,
    CAST(i.[Invoice Created By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(i.[Invoice Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
WHERE i.[Invoice Number field] IS NOT NULL
  AND i.[Invoice Created Date field] >= [Start date parameter]
  AND i.[Invoice Created Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Invoice Submitted for Approval' AS ActivityName,
    CAST(h.[Status Change Date field] AS TIMESTAMP) AS EventTime,
    CAST(h.[Changed By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(h.[New Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Invoice status history object] h ON h.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND h.[New Status field] = 'Pending Approval'
  AND h.[Status Change Date field] >= [Start date parameter]
  AND h.[Status Change Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Invoice Approved' AS ActivityName,
    CAST(h.[Status Change Date field] AS TIMESTAMP) AS EventTime,
    CAST(h.[Changed By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(h.[New Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Invoice status history object] h ON h.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND h.[New Status field] = 'Approved'
  AND h.[Status Change Date field] >= [Start date parameter]
  AND h.[Status Change Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Invoice Rejected' AS ActivityName,
    CAST(h.[Status Change Date field] AS TIMESTAMP) AS EventTime,
    CAST(h.[Changed By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(h.[New Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Invoice status history object] h ON h.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND h.[New Status field] = 'Rejected'
  AND h.[Status Change Date field] >= [Start date parameter]
  AND h.[Status Change Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Invoice Corrected' AS ActivityName,
    CAST(h.[Status Change Date field] AS TIMESTAMP) AS EventTime,
    CAST(h.[Changed By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(h.[New Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Invoice status history object] h ON h.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND h.[Previous Status field] = 'Rejected'
  AND h.[New Status field] = 'Draft'
  AND h.[Status Change Date field] >= [Start date parameter]
  AND h.[Status Change Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Invoice Sent to Customer' AS ActivityName,
    CAST(COALESCE(i.[Sent Date field], h.[Status Change Date field]) AS TIMESTAMP) AS EventTime,
    CAST(COALESCE(i.[Sent By field], h.[Changed By field]) AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(COALESCE(h.[New Status field], i.[Invoice Status field]) AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
LEFT JOIN [Invoice status history object] h
  ON h.[Invoice relationship field] = i.[Invoice record identifier field]
 AND h.[New Status field] = 'Sent'
WHERE i.[Invoice Number field] IS NOT NULL
  AND (i.[Sent Date field] IS NOT NULL OR h.[Status Change Date field] IS NOT NULL)
  AND COALESCE(i.[Sent Date field], h.[Status Change Date field]) >= [Start date parameter]
  AND COALESCE(i.[Sent Date field], h.[Status Change Date field]) < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Payment Due Date Reached' AS ActivityName,
    CAST(i.[Payment Due Date field] AS TIMESTAMP) AS EventTime,
    CAST(NULL AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(i.[Invoice Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
WHERE i.[Invoice Number field] IS NOT NULL
  AND i.[Payment Due Date field] IS NOT NULL
  AND i.[Payment Due Date field] >= [Start date parameter]
  AND i.[Payment Due Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Payment Reminder Issued' AS ActivityName,
    CAST(a.[Activity Date field] AS TIMESTAMP) AS EventTime,
    CAST(a.[Assigned User field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(i.[Invoice Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Activity object] a ON a.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND a.[Activity Type field] IN ('Task', 'Email')
  AND a.[Reminder Indicator field] = TRUE
  AND a.[Activity Date field] >= [Start date parameter]
  AND a.[Activity Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Customer Payment Received' AS ActivityName,
    CAST(p.[Payment Received Date field] AS TIMESTAMP) AS EventTime,
    CAST(p.[Recorded By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(i.[Invoice Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Payment object] p ON p.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND p.[Payment Received Date field] IS NOT NULL
  AND p.[Payment Received Date field] >= [Start date parameter]
  AND p.[Payment Received Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Payment Posted to Ledger' AS ActivityName,
    CAST(p.[Ledger Posting Date field] AS TIMESTAMP) AS EventTime,
    CAST(p.[Posted By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(i.[Invoice Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Payment object] p ON p.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND p.[Ledger Posting Date field] IS NOT NULL
  AND p.[Ledger Posting Date field] >= [Start date parameter]
  AND p.[Ledger Posting Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Cash Applied/Reconciled' AS ActivityName,
    CAST(r.[Reconciliation Date field] AS TIMESTAMP) AS EventTime,
    CAST(r.[Reconciled By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(i.[Invoice Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Reconciliation object] r ON r.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND r.[Reconciliation Date field] IS NOT NULL
  AND r.[Reconciliation Date field] >= [Start date parameter]
  AND r.[Reconciliation Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Invoice Closed' AS ActivityName,
    CAST(h.[Status Change Date field] AS TIMESTAMP) AS EventTime,
    CAST(h.[Changed By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(h.[New Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Invoice status history object] h ON h.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND h.[New Status field] = 'Closed'
  AND h.[Status Change Date field] >= [Start date parameter]
  AND h.[Status Change Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]
UNION ALL
SELECT
    CAST(i.[Invoice Number field] AS VARCHAR(255)) AS InvoiceNumber,
    'Invoice Written Off' AS ActivityName,
    CAST(h.[Status Change Date field] AS TIMESTAMP) AS EventTime,
    CAST(h.[Changed By field] AS VARCHAR(255)) AS UserResponsible,
    CAST(i.[Billing Department field] AS VARCHAR(255)) AS BillingDepartment,
    CAST(h.[New Status field] AS VARCHAR(255)) AS InvoiceStatus,
    CAST(i.[Invoice Total Amount field] AS DECIMAL(18,2)) AS InvoiceTotalAmount,
    CAST(i.[Payment Due Date field] AS DATE) AS PaymentDueDate
FROM [Invoice object] i
JOIN [Invoice status history object] h ON h.[Invoice relationship field] = i.[Invoice record identifier field]
WHERE i.[Invoice Number field] IS NOT NULL
  AND h.[New Status field] = 'Written Off'
  AND h.[Status Change Date field] >= [Start date parameter]
  AND h.[Status Change Date field] < [End date parameter]
  AND [Company filter]
  AND [Document type filter]