ACQ - Updated metadb derived tables

sql_metadb/derived_tables/feesfines_accounts_actions.sql

@@ -1,44 +1,96 @@
 --metadb:table feesfines_accounts_actions	
-
--- Create a derived table that takes feesfines_accounts as the main table
--- join all transaction data from the feesfines_actions table
--- add patron group information from user_group table
+--Creates a derived table that takes folio_feesfines.accounts as the main table
+--Payments and credits are shown in as a negative balance for accounting purposes
 
 DROP TABLE IF EXISTS feesfines_accounts_actions;
 
 CREATE TABLE feesfines_accounts_actions AS
+
 SELECT
     fa.id AS fine_account_id,
     jsonb_extract_path_text(fa.jsonb, 'amount')::numeric(12,2) AS fine_account_amount,
-    jsonb_extract_path_text(fa.jsonb, 'dateCreated')::timestamptz AS fine_date, 
-    jsonb_extract_path_text(fa.jsonb, 'dateUpdated')::timestamptz AS fine_updated_date,
+    fa.creation_date::timestamptz AS fine_date, 
+    jsonb_extract_path_text(fa.jsonb, 'metadata','updatedDate')::timestamptz AS fine_updated_date,
     jsonb_extract_path_text(fa.jsonb, 'feeFineId')::uuid AS fee_fine_id,
     jsonb_extract_path_text(fa.jsonb, 'ownerId')::uuid AS owner_id,
     jsonb_extract_path_text(fa.jsonb, 'feeFineOwner') AS fee_fine_owner,
     jsonb_extract_path_text(fa.jsonb, 'feeFineType') AS fee_fine_type,
     jsonb_extract_path_text(fa.jsonb, 'materialTypeId')::uuid AS material_type_id,
     jsonb_extract_path_text(fa.jsonb, 'materialType') AS material_type,
-    jsonb_extract_path_text(fa.jsonb, 'payment_status') AS payment_status,
+    jsonb_extract_path_text(fa.jsonb, 'paymentStatus', 'name') AS payment_status,
     jsonb_extract_path_text(fa.jsonb, 'status', 'name') AS fine_status, -- open or closed
     jsonb_extract_path_text(fa.jsonb, 'userId')::uuid AS account_user_id,
     ff.id AS transaction_id,
-    jsonb_extract_path_text(ff.jsonb, 'accountId')::uuid AS account_id,
     jsonb_extract_path_text(ff.jsonb, 'amountAction')::numeric(12,2) AS transaction_amount,
     jsonb_extract_path_text(ff.jsonb, 'balance')::numeric(12,2) AS account_balance,
     jsonb_extract_path_text(ff.jsonb, 'typeAction') AS type_action,
     jsonb_extract_path_text(ff.jsonb, 'dateAction')::timestamptz AS transaction_date,
     jsonb_extract_path_text(ff.jsonb, 'createdAt') AS transaction_location,
     jsonb_extract_path_text(ff.jsonb, 'transactionInformation') AS transaction_information,
-    jsonb_extract_path_text(ff.jsonb, 'source') AS operator_id,
+    jsonb_extract_path_text(ff.jsonb, 'source') AS action_created_by,
     jsonb_extract_path_text(ff.jsonb, 'paymentMethod') AS payment_method,
     uu.id AS user_id,
     uu.patron_group AS user_patron_group_id,
-    ug.id AS patron_group_id,
-    ug.group AS patron_group_name
+    ug.group AS patron_group_name,
+CASE WHEN
+    jsonb_extract_path_text(ff.jsonb, 'typeAction') IN
+    ('Paid partially','Paid fully','Waived partially','Waived fully','Credited partially','Credited fully')
+    THEN jsonb_extract_path_text(ff.jsonb, 'amountAction')::numeric(12,2) * -1
+    ELSE jsonb_extract_path_text(ff.jsonb, 'amountAction')::numeric(12,2)
+    END AS signed_transaction_amount
 FROM
     folio_feesfines.accounts AS fa
     LEFT JOIN folio_feesfines.feefineactions AS ff ON fa.id = jsonb_extract_path_text(ff.jsonb, 'accountId')::uuid
     LEFT JOIN folio_users.users__t AS uu ON jsonb_extract_path_text(fa.jsonb, 'userId')::uuid = uu.id
     LEFT JOIN folio_users.groups__t AS ug ON uu.patron_group = ug.id
 ORDER BY fine_account_id, transaction_date;
 
+COMMENT ON COLUMN feesfines_accounts_actions.fine_account_id IS 'User fine/fee account id, UUID';
+
+COMMENT ON COLUMN feesfines_accounts_actions.fine_account_amount IS 'Amount of the fine/fee';
+
+COMMENT ON COLUMN feesfines_accounts_actions.fine_date IS 'Date and time the account of the fine/fee was created';
+
+COMMENT ON COLUMN feesfines_accounts_actions.fine_updated_date IS 'Date and time the account of the fine/fee was updated';
+
+COMMENT ON COLUMN feesfines_accounts_actions.fee_fine_id IS 'ID of the fee/fine';
+
+COMMENT ON COLUMN feesfines_accounts_actions.owner_id IS 'ID of the account owner';
+
+COMMENT ON COLUMN feesfines_accounts_actions.fee_fine_owner IS 'Owner of the account';
+
+COMMENT ON COLUMN feesfines_accounts_actions.fee_fine_type IS 'Fee/fine that is up to the desecration of the user';
+
+COMMENT ON COLUMN feesfines_accounts_actions.material_type_id IS 'ID of the material type of the item';
+
+COMMENT ON COLUMN feesfines_accounts_actions.material_type IS 'Material type of the item';
+
+COMMENT ON COLUMN feesfines_accounts_actions.payment_status IS 'Overall status of the payment/waive/transfer/refund/cancel';
+
+COMMENT ON COLUMN feesfines_accounts_actions.fine_status IS 'Overall status of the fee/fine';
+
+COMMENT ON COLUMN feesfines_accounts_actions.account_user_id IS 'ID of the user';
+
+COMMENT ON COLUMN feesfines_accounts_actions.transaction_id IS 'Fine/fee action id, UUID';
+
+COMMENT ON COLUMN feesfines_accounts_actions.transaction_amount IS 'Amount of activity';
+
+COMMENT ON COLUMN feesfines_accounts_actions.account_balance IS 'Calculated amount of remaining balance based on original fee/fine and what has been paid/waived/transferred/refunded';
+
+COMMENT ON COLUMN feesfines_accounts_actions.type_action IS 'Type of activity including the type of transaction';
+
+COMMENT ON COLUMN feesfines_accounts_actions.transaction_date IS 'Date and time the transaction of the fine/fee was created';
+
+COMMENT ON COLUMN feesfines_accounts_actions.transaction_location IS 'The service point where the action was created';
+
+COMMENT ON COLUMN feesfines_accounts_actions.transaction_information IS 'Number or other transaction id related to payment';
+
+COMMENT ON COLUMN feesfines_accounts_actions.payment_method IS 'Overall status of the action-setting';
+
+COMMENT ON COLUMN feesfines_accounts_actions.user_id IS 'User UUID';
+
+COMMENT ON COLUMN feesfines_accounts_actions.user_patron_group_id IS 'UUID for user patron group';
+
+COMMENT ON COLUMN feesfines_accounts_actions.patron_group_name IS 'User patron group';
+
+COMMENT ON COLUMN feesfines_accounts_actions.signed_transaction_amount IS 'Identifies the type_action value that decreases the balance of the account and adds a - to those values';

sql_metadb/derived_tables/po_notes

@@ -0,0 +1,29 @@
+--metadb:table po_notes
+--Creates a dervied table to show all notes attached to purchase orders. 
+
+DROP TABLE IF EXISTS po_notes;
+
+CREATE TABLE po_notes AS
+
+SELECT
+po.id AS po_id,
+po.jsonb -> 'metadata' ->> 'createdDate' AS creation_date,
+po.jsonb ->> 'poNumber' AS poNumber,
+po.jsonb ->> 'workflowStatus' AS workflow_status,
+po_notes.jsonb #>> '{}' AS note,
+po_notes.ORDINALITY AS note_ordinality
+FROM folio_orders.purchase_order AS po
+CROSS JOIN LATERAL jsonb_array_elements(jsonb_extract_path(po.jsonb, 'notes')) WITH ORDINALITY AS po_notes (jsonb);
+;
+
+COMMENT ON COLUMN po_notes.po_id IS 'UUID of purchase order';
+
+COMMENT ON COLUMN po_notes.creation_date IS 'Purchase Order creation date and time';
+
+COMMENT ON COLUMN po_notes.poNumber IS 'Purchase order number';
+
+COMMENT ON COLUMN po_notes.workflow_status IS 'workflow status of the purchase order';
+
+COMMENT ON COLUMN po_notes.note IS 'Purchase order note';
+
+COMMENT ON COLUMN po_notes.note_ordinality IS 'The ordinality of the note';

sql_metadb/derived_tables/runlist.txt

@@ -55,6 +55,7 @@ po_lines_eresource.sql
 po_lines_locations.sql
 po_lines_phys_mat_type.sql
 po_lines_physical.sql
+po_notes.sql
 po_ongoing.sql
 po_prod_ids.sql
 po_organization.sql