e4b9091a1b
- Added views for listing fixed-price agreements, displaying agreement details, and a reporting dashboard. - Created HTML templates for listing, detailing, and reporting on fixed-price agreements. - Introduced API endpoint to fetch active customers for agreement creation. - Added migration scripts for creating necessary database tables and views for fixed-price agreements, billing periods, and reporting. - Implemented triggers for auto-generating agreement numbers and updating timestamps. - Enhanced ticket management with archived ticket views and filtering capabilities.
114 lines
4.4 KiB
SQL
114 lines
4.4 KiB
SQL
-- Migration 103: Fixed-Price Reporting Views
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-- Pre-aggregated views for dashboard and reporting performance
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-- Agreement performance aggregation
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CREATE OR REPLACE VIEW fixed_price_agreement_performance AS
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SELECT
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a.id,
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a.agreement_number,
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a.customer_id,
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a.customer_name,
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a.status,
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a.monthly_hours,
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a.hourly_rate,
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a.overtime_rate,
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a.internal_cost_rate,
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-- Period counts
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COUNT(DISTINCT bp.id) as total_periods,
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COUNT(DISTINCT bp.id) FILTER (WHERE bp.status = 'billed') as billed_periods,
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-- Hour aggregations
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COALESCE(SUM(bp.included_hours), 0) as total_included_hours,
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COALESCE(SUM(bp.used_hours), 0) as total_used_hours,
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COALESCE(SUM(bp.overtime_hours) FILTER (WHERE bp.overtime_approved), 0) as total_approved_overtime,
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-- Revenue (only billed periods)
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COALESCE(SUM(bp.base_amount) FILTER (WHERE bp.status = 'billed'), 0) as total_base_revenue,
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COALESCE(SUM(bp.overtime_amount) FILTER (WHERE bp.status = 'billed' AND bp.overtime_approved), 0) as total_overtime_revenue,
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COALESCE(
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SUM(bp.base_amount) FILTER (WHERE bp.status = 'billed') +
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SUM(bp.overtime_amount) FILTER (WHERE bp.status = 'billed' AND bp.overtime_approved),
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0
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) as total_revenue,
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-- Cost calculation
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COALESCE(SUM(bp.used_hours) * a.internal_cost_rate, 0) as total_internal_cost,
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-- Profit
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COALESCE(
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SUM(bp.base_amount) FILTER (WHERE bp.status = 'billed') +
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SUM(bp.overtime_amount) FILTER (WHERE bp.status = 'billed' AND bp.overtime_approved) -
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SUM(bp.used_hours) * a.internal_cost_rate,
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0
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) as total_profit,
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-- Utilization (used hours / included hours)
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CASE
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WHEN SUM(bp.included_hours) > 0
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THEN ROUND((SUM(bp.used_hours) / SUM(bp.included_hours) * 100)::numeric, 1)
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ELSE 0
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END as utilization_percent,
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-- Latest period
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MAX(bp.period_end) as latest_period_end
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FROM customer_fixed_price_agreements a
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LEFT JOIN fixed_price_billing_periods bp ON a.id = bp.agreement_id
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GROUP BY a.id;
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-- Monthly trend view
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CREATE OR REPLACE VIEW fixed_price_monthly_trends AS
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SELECT
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DATE_TRUNC('month', bp.period_start)::date as month,
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COUNT(DISTINCT a.id) as active_agreements,
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COUNT(DISTINCT bp.id) as total_periods,
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SUM(bp.included_hours) as total_included_hours,
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SUM(bp.used_hours) as total_used_hours,
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SUM(bp.overtime_hours) FILTER (WHERE bp.overtime_approved) as total_approved_overtime,
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SUM(bp.base_amount) FILTER (WHERE bp.status = 'billed') as monthly_base_revenue,
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SUM(bp.overtime_amount) FILTER (WHERE bp.status = 'billed' AND bp.overtime_approved) as monthly_overtime_revenue,
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SUM(bp.base_amount + COALESCE(bp.overtime_amount, 0)) FILTER (WHERE bp.status = 'billed') as monthly_total_revenue,
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AVG(a.internal_cost_rate) as avg_internal_cost_rate,
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SUM(bp.used_hours * a.internal_cost_rate) as monthly_internal_cost,
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SUM(bp.base_amount + COALESCE(bp.overtime_amount, 0)) FILTER (WHERE bp.status = 'billed') -
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SUM(bp.used_hours * a.internal_cost_rate) as monthly_profit
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FROM fixed_price_billing_periods bp
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JOIN customer_fixed_price_agreements a ON bp.agreement_id = a.id
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GROUP BY DATE_TRUNC('month', bp.period_start)
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ORDER BY month DESC;
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-- Customer aggregation
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CREATE OR REPLACE VIEW fixed_price_customer_summary AS
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SELECT
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a.customer_id,
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a.customer_name,
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COUNT(DISTINCT a.id) as agreement_count,
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COUNT(DISTINCT a.id) FILTER (WHERE a.status = 'active') as active_agreements,
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SUM(bp.used_hours) as total_hours_used,
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SUM(bp.base_amount + COALESCE(bp.overtime_amount, 0)) FILTER (WHERE bp.status = 'billed') as total_revenue,
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SUM(bp.used_hours * a.internal_cost_rate) as total_cost,
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SUM(bp.base_amount + COALESCE(bp.overtime_amount, 0)) FILTER (WHERE bp.status = 'billed') -
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SUM(bp.used_hours * a.internal_cost_rate) as total_profit,
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MAX(bp.period_end) as last_billing_date
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FROM customer_fixed_price_agreements a
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LEFT JOIN fixed_price_billing_periods bp ON a.id = bp.agreement_id
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GROUP BY a.customer_id, a.customer_name;
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COMMENT ON VIEW fixed_price_agreement_performance IS
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'Aggregated performance metrics per agreement for reporting';
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COMMENT ON VIEW fixed_price_monthly_trends IS
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'Month-over-month revenue and profitability trends';
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COMMENT ON VIEW fixed_price_customer_summary IS
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'Customer-level aggregation of all fixed-price agreements';
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