Add Invoice Summary Reporting View.

Before now, there have been no easy ways to gather acq
receiving totals from reports.  Here is an attempt to remedy
that situation.

Signed-off-by: Chris Sharp <csharp@georgialibraries.org>

diff --git a/Open-ILS/examples/fm_IDL.xml b/Open-ILS/examples/fm_IDL.xml
index a4fb45b..76d655e 100644 (file)
--- a/Open-ILS/examples/fm_IDL.xml
+++ b/Open-ILS/examples/fm_IDL.xml
@@ -11306,6 +11306,32 @@ SELECT  usr,
                        <link field="xact" reltype="might_have" key="id" map="" class="mbt"/>
                </links>
        </class>
+       <class id="raisv" controller="open-ils.reporter-store" oils_obj:fieldmapper="reporter::acq_invoice_summary_view" oils_persist:tablename="reporter.acq_invoice_summary_view" reporter:label="Acquisitions Invoice Summary">
+               <fields oils_persist:primary="inv_id">
+                       <field reporter:label="Internal Invoice ID" name="inv_id" reporter:datatype="link"/>
+                       <field reporter:label="Vendor Invoice ID" name="inv_vendor_ident" reporter:datatype="text"/>
+                       <field reporter:label="Receive Date/Time" name="recv_date" reporter:datatype="timestamp"/>
+                       <field reporter:label="Provider ID" name="provider_id" reporter:datatype="link"/>
+                       <field reporter:label="Provider Name" name="provider_name" reporter:datatype="text"/>
+                       <field reporter:label="Provider Code" name="provider_code" reporter:datatype="text"/>
+                       <field reporter:label="Shipper ID" name="shipper_id" reporter:datatype="link"/>
+                       <field reporter:label="Shipper Name" name="shipper_name" reporter:datatype="text"/>
+                       <field reporter:label="Shipper Code" name="shipper_code" reporter:datatype="text"/>
+                       <field reporter:label="Receiving Org Unit ID" name="receiver_id" reporter:datatype="org_unit"/>
+                       <field reporter:label="Receiving Org Unit Short (Policy) Name" name="receiver_shortname" reporter:datatype="text"/>
+                       <field reporter:label="Receiving Org Unit Name" name="receiver_name" reporter:datatype="text"/>
+                       <field reporter:label="Invoice Payment Authorization" name="payment_auth" reporter:datatype="text"/>
+                       <field reporter:label="Invoice Payment Method" name="payment_method" reporter:datatype="text"/>
+                       <field reporter:label="Total Cost Billed" name="total_cost_billed" reporter:datatype="money"/>
+                       <field reporter:label="Total Actual Cost" name="total_actual_cost" reporter:datatype="money"/>
+                       <field reporter:label="Total Amount Paid" name="total_amount_paid" reporter:datatype="money"/>
+               </fields>
+               <links>
+                       <link field="inv_id" reltype="has_a" key="id" map="" class="acqinv"/>
+                       <link field="provider_id" reltype="has_a" key="id" map="" class="acqpro"/>
+                       <link field="shipper_id" reltype="might_have" key="id" map="" class="acqpro"/>
+               </links>
+       </class>
        <class id="ergbhu" controller="open-ils.reporter-store" oils_obj:fieldmapper="extend_reporter::global_bibs_by_holding_update" oils_persist:tablename="extend_reporter.global_bibs_by_holding_update" reporter:label="Bib IDs by Holding Add/Delete Time (OCLC batch update)">
                <fields oils_persist:primary="id">
                        <field reporter:label="Bib ID" name="id" reporter:datatype="id" />

diff --git a/Open-ILS/src/sql/Pg/example.reporter-extension.sql b/Open-ILS/src/sql/Pg/example.reporter-extension.sql
index 21c9fbc..b77116e 100644 (file)
--- a/Open-ILS/src/sql/Pg/example.reporter-extension.sql
+++ b/Open-ILS/src/sql/Pg/example.reporter-extension.sql
@@ -315,6 +315,77 @@ CREATE OR REPLACE VIEW money.open_balance_by_usr_home_and_owning_lib AS
                SUM(billed) - SUM( COALESCE((SELECT SUM(amount) AS paid FROM money.payment WHERE NOT voided AND xact = x.id), 0::NUMERIC) ) AS balance
          FROM  money.open_circ_balance_by_usr_home_and_owning_lib x
          GROUP BY 1,2;
+CREATE OR REPLACE VIEW reporter.acq_invoice_total_cost_billed AS
+WITH acq_cost_billed (invoice, total_cost_billed) AS
+  (SELECT acqie.invoice,
+    COALESCE(SUM(acqie.cost_billed), '0.00') AS total_cost_billed
+       FROM acq.invoice_entry acqie
+      GROUP BY acqie.invoice
+  UNION ALL
+  SELECT acqii.invoice,
+    COALESCE(SUM(acqii.cost_billed), '0.00') AS total_cost_billed
+    FROM acq.invoice_item acqii
+    GROUP BY acqii.invoice)
+  SELECT invoice, COALESCE(SUM(total_cost_billed), '0.00') AS total_cost_billed
+    FROM acq_cost_billed
+    GROUP BY invoice;
+
+CREATE OR REPLACE VIEW reporter.acq_invoice_total_actual_cost AS
+WITH acq_actual_cost (invoice, total_actual_cost) AS
+  (SELECT acqie.invoice,
+    COALESCE(SUM(acqie.actual_cost), '0.00') AS total_actual_cost
+       FROM acq.invoice_entry acqie
+      GROUP BY acqie.invoice
+  UNION ALL
+  SELECT acqii.invoice,
+    COALESCE(SUM(acqii.actual_cost), '0.00') AS total_actual_cost
+    FROM acq.invoice_item acqii
+    GROUP BY acqii.invoice)
+  SELECT invoice, COALESCE(SUM(total_actual_cost), '0.00') AS total_actual_cost
+    FROM acq_actual_cost
+    GROUP BY invoice;
+
+CREATE OR REPLACE VIEW reporter.acq_invoice_total_amount_paid AS
+WITH acq_amount_paid (invoice, total_amount_paid) AS
+  (SELECT acqie.invoice,
+    COALESCE(SUM(acqie.amount_paid), '0.00') AS total_amount_paid
+       FROM acq.invoice_entry acqie
+      GROUP BY acqie.invoice
+  UNION ALL
+  SELECT acqii.invoice,
+    COALESCE(SUM(acqii.amount_paid), '0.00') AS total_amount_paid
+    FROM acq.invoice_item acqii
+    GROUP BY acqii.invoice)
+  SELECT invoice, COALESCE(SUM(total_amount_paid), '0.00') AS total_amount_paid
+    FROM acq_amount_paid
+    GROUP BY invoice;
+
+CREATE OR REPLACE VIEW reporter.acq_invoice_summary_view AS
+   SELECT  invoice.id AS inv_id,
+           invoice.inv_ident AS inv_vendor_ident,
+           invoice.recv_date,
+           provider.id AS provider_id,
+           provider.name AS provider_name,
+           provider.code AS provider_code,
+           shipper.id AS shipper_id,
+           shipper.name AS shipper_name,
+           shipper.code AS shipper_code,
+           receiver.id AS receiver_id,
+           receiver.shortname AS receiver_shortname,
+           receiver.name AS receiver_name,
+           invoice.payment_auth,
+           invoice.payment_method,
+           raitcb.total_cost_billed AS total_cost_billed,
+           raitac.total_actual_cost AS total_actual_cost,
+           raitap.total_amount_paid AS total_amount_paid
+   FROM    acq.invoice invoice
+           JOIN reporter.acq_invoice_total_cost_billed raitcb ON (raitcb.invoice = invoice.id)
+           JOIN reporter.acq_invoice_total_actual_cost raitac ON (raitac.invoice = invoice.id)
+           JOIN reporter.acq_invoice_total_amount_paid raitap ON (raitap.invoice = invoice.id)
+           JOIN acq.provider provider ON (invoice.provider = provider.id)
+           LEFT OUTER JOIN acq.provider shipper ON (invoice.shipper = shipper.id)
+           LEFT OUTER JOIN actor.org_unit receiver ON (invoice.receiver = receiver.id);
+
 
 CREATE OR REPLACE VIEW reporter.copy_statistics_view AS
 SELECT    acp.id as copy_id,

diff --git a/Open-ILS/src/sql/Pg/upgrade/XXXX.schema.acq_invoice_reporter_view.sql b/Open-ILS/src/sql/Pg/upgrade/XXXX.schema.acq_invoice_reporter_view.sql
new file mode 100644 (file)
index 0000000..9aab645
--- /dev/null
+++ b/Open-ILS/src/sql/Pg/upgrade/XXXX.schema.acq_invoice_reporter_view.sql
@@ -0,0 +1,74 @@
+BEGIN;
+
+CREATE OR REPLACE VIEW reporter.acq_invoice_total_cost_billed AS
+WITH acq_cost_billed (invoice, total_cost_billed) AS
+  (SELECT acqie.invoice,
+    COALESCE(SUM(acqie.cost_billed), '0.00') AS total_cost_billed
+       FROM acq.invoice_entry acqie
+      GROUP BY acqie.invoice
+  UNION ALL
+  SELECT acqii.invoice,
+    COALESCE(SUM(acqii.cost_billed), '0.00') AS total_cost_billed
+    FROM acq.invoice_item acqii
+    GROUP BY acqii.invoice)
+  SELECT invoice, COALESCE(SUM(total_cost_billed), '0.00') AS total_cost_billed
+    FROM acq_cost_billed
+    GROUP BY invoice;
+
+CREATE OR REPLACE VIEW reporter.acq_invoice_total_actual_cost AS
+WITH acq_actual_cost (invoice, total_actual_cost) AS
+  (SELECT acqie.invoice,
+    COALESCE(SUM(acqie.actual_cost), '0.00') AS total_actual_cost
+       FROM acq.invoice_entry acqie
+      GROUP BY acqie.invoice
+  UNION ALL
+  SELECT acqii.invoice,
+    COALESCE(SUM(acqii.actual_cost), '0.00') AS total_actual_cost
+    FROM acq.invoice_item acqii
+    GROUP BY acqii.invoice)
+  SELECT invoice, COALESCE(SUM(total_actual_cost), '0.00') AS total_actual_cost
+    FROM acq_actual_cost
+    GROUP BY invoice;
+
+CREATE OR REPLACE VIEW reporter.acq_invoice_total_amount_paid AS
+WITH acq_amount_paid (invoice, total_amount_paid) AS
+  (SELECT acqie.invoice,
+    COALESCE(SUM(acqie.amount_paid), '0.00') AS total_amount_paid
+       FROM acq.invoice_entry acqie
+      GROUP BY acqie.invoice
+  UNION ALL
+  SELECT acqii.invoice,
+    COALESCE(SUM(acqii.amount_paid), '0.00') AS total_amount_paid
+    FROM acq.invoice_item acqii
+    GROUP BY acqii.invoice)
+  SELECT invoice, COALESCE(SUM(total_amount_paid), '0.00') AS total_amount_paid
+    FROM acq_amount_paid
+    GROUP BY invoice;
+
+CREATE OR REPLACE VIEW reporter.acq_invoice_summary_view AS
+   SELECT  invoice.id AS inv_id,
+           invoice.inv_ident AS inv_vendor_ident,
+           invoice.recv_date,
+           provider.id AS provider_id,
+           provider.name AS provider_name,
+           provider.code AS provider_code,
+           shipper.id AS shipper_id,
+           shipper.name AS shipper_name,
+           shipper.code AS shipper_code,
+           receiver.id AS receiver_id,
+           receiver.shortname AS receiver_shortname,
+           receiver.name AS receiver_name,
+           invoice.payment_auth,
+           invoice.payment_method,
+           raitcb.total_cost_billed AS total_cost_billed,
+           raitac.total_actual_cost AS total_actual_cost,
+           raitap.total_amount_paid AS total_amount_paid
+   FROM    acq.invoice invoice
+           JOIN reporter.acq_invoice_total_cost_billed raitcb ON (raitcb.invoice = invoice.id)
+           JOIN reporter.acq_invoice_total_actual_cost raitac ON (raitac.invoice = invoice.id)
+           JOIN reporter.acq_invoice_total_amount_paid raitap ON (raitap.invoice = invoice.id)
+           JOIN acq.provider provider ON (invoice.provider = provider.id)
+           LEFT OUTER JOIN acq.provider shipper ON (invoice.shipper = shipper.id)
+           LEFT OUTER JOIN actor.org_unit receiver ON (invoice.receiver = receiver.id);
+
+COMMIT;