fineract-provider/src/main/resources/sql/migrations/core_db/V41__group-summary-reports.sql

--
-- Licensed to the Apache Software Foundation (ASF) under one
-- or more contributor license agreements. See the NOTICE file
-- distributed with this work for additional information
-- regarding copyright ownership. The ASF licenses this file
-- to you under the Apache License, Version 2.0 (the
-- "License"); you may not use this file except in compliance
-- with the License. You may obtain a copy of the License at
--
-- http://www.apache.org/licenses/LICENSE-2.0
--
-- Unless required by applicable law or agreed to in writing,
-- software distributed under the License is distributed on an
-- "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
-- KIND, either express or implied. See the License for the
-- specific language governing permissions and limitations
-- under the License.
--


DELETE FROM `stretchy_report` where report_name = 'GroupSummaryDetails';
DELETE FROM `m_permission` where entity_name = 'GroupSummaryDetails';


INSERT INTO `stretchy_report` (`report_name`, `report_type`, `core_report`, `use_report`, `description`, `report_sql`)
VALUES ('GroupSummaryCounts', 'Table', true, false, 'Utility query for getting group summary count details for a group_id',

"
/*
Active Client is a client linked to the 'group' via m_group_client
and with an active 'status_enum'.)
Active Borrowers - Borrower may be a client or a 'group'
*/
select x.*
from m_office o,
m_group g,

(select a.activeClients,
(b.activeClientLoans + c.activeGroupLoans) as activeLoans,
b.activeClientLoans, c.activeGroupLoans,
(b.activeClientBorrowers + c.activeGroupBorrowers) as activeBorrowers,
b.activeClientBorrowers, c.activeGroupBorrowers,
(b.overdueClientLoans +  c.overdueGroupLoans) as overdueLoans,
b.overdueClientLoans, c.overdueGroupLoans
from
(select count(*) as activeClients
from m_group topgroup
join m_group g on g.hierarchy like concat(topgroup.hierarchy, '%')
join m_group_client gc on gc.group_id = g.id
join m_client c on c.id = gc.client_id
where topgroup.id = ${groupId}
and c.status_enum = 300) a,

(select count(*) as activeClientLoans,
count(distinct(l.client_id)) as activeClientBorrowers,
ifnull(sum(if(laa.loan_id is not null, 1, 0)), 0) as overdueClientLoans
from m_group topgroup
join m_group g on g.hierarchy like concat(topgroup.hierarchy, '%')
join m_loan l on l.group_id = g.id and l.client_id is not null
left join m_loan_arrears_aging laa on laa.loan_id = l.id
where topgroup.id = ${groupId}
and l.loan_status_id = 300) b,

(select count(*) as activeGroupLoans,
count(distinct(l.group_id)) as activeGroupBorrowers,
ifnull(sum(if(laa.loan_id is not null, 1, 0)), 0) as overdueGroupLoans
from m_group topgroup
join m_group g on g.hierarchy like concat(topgroup.hierarchy, '%')
join m_loan l on l.group_id = g.id and l.client_id is null
left join m_loan_arrears_aging laa on laa.loan_id = l.id
where topgroup.id = ${groupId}
and l.loan_status_id = 300) c
) x

where g.id = ${groupId}
and o.id = g.office_id
and o.hierarchy like concat('${currentUserHierarchy}', '%')
");

INSERT INTO `m_permission` (`grouping`, `code`, `entity_name`, `action_name`, `can_maker_checker`)
VALUES ('report', 'READ_GroupSummaryCounts', 'GroupSummaryCounts', 'READ', 0);



INSERT INTO `stretchy_report` (`report_name`, `report_type`, `core_report`, `use_report`, `description`, `report_sql`)
VALUES ('GroupSummaryAmounts', 'Table', true, false, 'Utility query for getting group summary currency amount details for a group_id',

"
select ifnull(cur.display_symbol, l.currency_code) as currency,
ifnull(sum(l.principal_disbursed_derived),0) as totalDisbursedAmount,
ifnull(sum(l.principal_outstanding_derived),0) as totalLoanOutstandingAmount,
count(laa.loan_id) as overdueLoans, ifnull(sum(laa.total_overdue_derived), 0) as totalLoanOverdueAmount
from m_group topgroup
join m_office o on o.id = topgroup.office_id and o.hierarchy like concat('${currentUserHierarchy}', '%')
join m_group g on g.hierarchy like concat(topgroup.hierarchy, '%')
join m_loan l on l.group_id = g.id
left join m_loan_arrears_aging laa on laa.loan_id = l.id
left join m_currency cur on cur.code = l.currency_code
where topgroup.id = ${groupId}
and l.disbursedon_date is not null
group by l.currency_code
");




INSERT INTO `m_permission` (`grouping`, `code`, `entity_name`, `action_name`, `can_maker_checker`)
VALUES ('report', 'READ_GroupSummaryAmounts', 'GroupSummaryAmounts', 'READ', 0);