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31 lines
2.0 KiB
SQL
31 lines
2.0 KiB
SQL
CREATE OR REPLACE VIEW public.budget_actuals_monthly AS
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SELECT b.association_id,
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date_trunc('month'::text, b.bill_date::timestamp with time zone)::date AS period_month,
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'expense'::text AS account_type,
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b.expense_account_id AS gl_account_id,
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coa.account_name AS category_name,
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sum(COALESCE(b.amount, 0::numeric)) AS amount
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FROM bills b
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LEFT JOIN chart_of_accounts coa ON coa.id = b.expense_account_id
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WHERE b.bill_date IS NOT NULL AND (COALESCE(lower(b.status), ''::text) <> ALL (ARRAY['void'::text, 'voided'::text, 'cancelled'::text, 'canceled'::text, 'rejected'::text, 'draft'::text]))
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GROUP BY b.association_id, (date_trunc('month'::text, b.bill_date::timestamp with time zone)), b.expense_account_id, coa.account_name
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UNION ALL
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SELECT ap.association_id,
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date_trunc('month'::text, COALESCE(ap.payment_date, ap.created_at::date)::timestamp with time zone)::date AS period_month,
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'income'::text AS account_type,
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NULL::uuid AS gl_account_id,
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'Owner Payments'::text AS category_name,
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sum(COALESCE(ap.amount, 0::numeric)) AS amount
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FROM admin_payments ap
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WHERE COALESCE(lower(ap.status), ''::text) <> ALL (ARRAY['void'::text, 'voided'::text, 'cancelled'::text, 'canceled'::text, 'failed'::text, 'refunded'::text])
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GROUP BY ap.association_id, (date_trunc('month'::text, COALESCE(ap.payment_date, ap.created_at::date)::timestamp with time zone))
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UNION ALL
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SELECT ci.association_id,
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date_trunc('month'::text, COALESCE(ci.issue_date, ci.paid_date)::timestamp with time zone)::date AS period_month,
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'income'::text AS account_type,
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NULL::uuid AS gl_account_id,
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'Invoiced Income'::text AS category_name,
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sum(COALESCE(ci.total, ci.amount, 0::numeric)) AS amount
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FROM client_invoices ci
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WHERE COALESCE(ci.issue_date, ci.paid_date) IS NOT NULL AND (COALESCE(lower(ci.status), ''::text) <> ALL (ARRAY['void'::text, 'voided'::text, 'cancelled'::text, 'canceled'::text, 'draft'::text]))
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GROUP BY ci.association_id, (date_trunc('month'::text, COALESCE(ci.issue_date, ci.paid_date)::timestamp with time zone)); |