sozsoft-platform/configs/seeds/postgres/object/Prj_V_BudgetMonthly.sql

CREATE OR REPLACE VIEW public."Prj_V_BudgetMonthly"
AS
WITH base AS (
    SELECT x."TenantId", p."BranchId", w."ProjectId", x."ResourceType", x."Kind", COALESCE(x."Cost", 0) AS "Cost",
           date_trunc('month', COALESCE(x."DocumentDate", w."StartDate"))::date AS "PeriodDate"
    FROM public."Prj_T_WorkPackageResource" x
    INNER JOIN public."Prj_T_WorkPackage" w ON w."Id" = x."WorkPackageId" AND w."IsDeleted" = FALSE
    INNER JOIN public."Prj_T_Project" p ON p."Id" = w."ProjectId" AND p."IsDeleted" = FALSE
    WHERE x."IsDeleted" = FALSE
),
monthly AS (
    SELECT "TenantId", "BranchId", "ProjectId", "ResourceType", "PeriodDate",
           SUM(CASE WHEN "Kind" = 'Planned' THEN "Cost" ELSE 0 END) AS "Planned",
           SUM(CASE WHEN "Kind" = 'Actual' THEN "Cost" ELSE 0 END) AS "Actual"
    FROM base
    GROUP BY "TenantId", "BranchId", "ProjectId", "ResourceType", "PeriodDate"
)
SELECT
    (m."ProjectId"::text || '|' || m."ResourceType")::varchar(120) AS "Id",
    NULL::varchar(120) AS "ParentId",
    m."TenantId", m."ProjectId", m."ResourceType", FALSE AS "IsDeleted", 1 AS "RowLevel",
    m."ResourceType"::varchar(64) AS "Title",
    MIN(m."PeriodDate") AS "StartDate",
    (MAX(m."PeriodDate") + INTERVAL '1 month' - INTERVAL '1 day')::date AS "EndDate",
    NULL::integer AS "Year", NULL::integer AS "Month",
    SUM(m."Planned")::numeric(18,4) AS "Planned",
    SUM(m."Actual")::numeric(18,4) AS "Actual",
    (CASE WHEN SUM(m."Planned") > 0 THEN SUM(m."Actual") * 100.0 / SUM(m."Planned") ELSE 0 END)::numeric(18,4) AS "Ratio",
    (CASE WHEN SUM(m."Planned") > 0 THEN LEAST(SUM(m."Actual") * 100.0 / SUM(m."Planned"), 100) ELSE 0 END)::numeric(18,4) AS "Progress",
    m."BranchId"
FROM monthly m
GROUP BY m."TenantId", m."BranchId", m."ProjectId", m."ResourceType"
UNION ALL
SELECT
    (m."ProjectId"::text || '|' || m."ResourceType" || '|' || to_char(m."PeriodDate", 'YYYY-MM'))::varchar(120),
    (m."ProjectId"::text || '|' || m."ResourceType")::varchar(120),
    m."TenantId", m."ProjectId", m."ResourceType", FALSE, 2,
    to_char(m."PeriodDate", 'YYYY-MM')::varchar(64),
    m."PeriodDate",
    (m."PeriodDate" + INTERVAL '1 month' - INTERVAL '1 day')::date,
    EXTRACT(YEAR FROM m."PeriodDate")::integer, EXTRACT(MONTH FROM m."PeriodDate")::integer,
    m."Planned"::numeric(18,4), m."Actual"::numeric(18,4),
    (CASE WHEN m."Planned" > 0 THEN m."Actual" * 100.0 / m."Planned" ELSE 0 END)::numeric(18,4),
    (CASE WHEN m."Planned" > 0 THEN LEAST(m."Actual" * 100.0 / m."Planned", 100) ELSE 0 END)::numeric(18,4),
    m."BranchId"
FROM monthly m;