[MODFISTO-482] - Migration script to separate credits from expenditur…

…es (#422)

* Migration script to separate credits from expenditures

* Improved query

* Improved query

* updated sql query

src/main/resources/templates/db_scripts/migration/extract_credits_from_expenditures.sql

@@ -0,0 +1,58 @@
+-- Extract credits from expenditures in each budget
+-- 1. Calculate all credits values within budget fiscal year
+-- 2. Set to budget credits fields
+-- 3. Subtract from expenditures amount
+
+WITH credit_sums AS (
+    SELECT
+        budget.id AS budget_id,
+        SUM((trx.jsonb->>'amount')::numeric) AS total_credits
+    FROM ${myuniversity}_${mymodule}.budget AS budget
+    JOIN ${myuniversity}_${mymodule}.transaction AS trx
+        ON trx.fiscalyearid = budget.fiscalyearid AND trx.tofundid = budget.fundid
+    WHERE trx.jsonb->>'transactionType' = 'Credit'
+    GROUP BY budget.id
+)
+UPDATE ${myuniversity}_${mymodule}.budget AS budget
+SET
+    jsonb = jsonb_set(
+        jsonb_set(
+            budget.jsonb,
+            '{credits}',
+            to_jsonb((budget.jsonb->>'credits')::numeric + credit_sums.total_credits)
+        ),
+        '{expenditures}',
+        to_jsonb((budget.jsonb->>'expenditures')::numeric - credit_sums.total_credits)
+    )
+FROM credit_sums
+WHERE budget.id = credit_sums.budget_id;
+
+
+-- Recalculate amountExpended/amountCredited values in encumbrance transaction
+-- 1. Calculate each amount with Payment and Credit transactions
+-- 2. Set calculated values for amountExpended and amountCredits, respectively
+
+WITH aggregated_amounts AS (
+    SELECT
+        encumbrance.id AS encumbrance_id,
+        SUM(CASE WHEN trx.jsonb->>'transactionType' = 'Payment' THEN (trx.jsonb->>'amount')::numeric ELSE 0 END) AS total_expended,
+        SUM(CASE WHEN trx.jsonb->>'transactionType' = 'Credit' THEN (trx.jsonb->>'amount')::numeric ELSE 0 END) AS total_credited
+    FROM ${myuniversity}_${mymodule}.transaction AS encumbrance
+    LEFT JOIN ${myuniversity}_${mymodule}.transaction AS trx
+        ON trx.jsonb->>'paymentEncumbranceId' = encumbrance.id::text
+    WHERE encumbrance.jsonb->>'transactionType' = 'Encumbrance'
+    GROUP BY encumbrance.id
+)
+UPDATE ${myuniversity}_${mymodule}.transaction AS encumbrance
+SET
+    jsonb = jsonb_set(
+        jsonb_set(
+            encumbrance.jsonb,
+            '{encumbrance,amountExpended}',
+            to_jsonb(aggregated_amounts.total_expended)
+        ),
+        '{encumbrance,amountCredited}',
+        to_jsonb(aggregated_amounts.total_credited)
+    )
+FROM aggregated_amounts
+WHERE encumbrance.id = aggregated_amounts.encumbrance_id;

src/main/resources/templates/db_scripts/schema.json

@@ -90,6 +90,11 @@
       "run": "after",
       "snippetPath": "migration/transform_location_ids_array.sql",
       "fromModuleVersion": "mod-finance-storage-8.7.0"
+    },
+    {
+      "run": "after",
+      "snippetPath": "migration/extract_credits_from_expenditures.sql",
+      "fromModuleVersion": "mod-finance-storage-8.7.0"
     }
   ],
   "tables": [