Update annual_email_report view

db/migrations/20241211133732_update-annual-email-report-prepare-2024-template.sql

@@ -0,0 +1,116 @@
+-- migrate:up
+drop view annual_email_report;
+
+create view annual_email_report as
+with const as (
+    select
+        date_trunc('year', now() - interval '9 months') as year_from,
+        date_trunc('year', now() + interval '3 months') as year_to
+),
+data as (
+    select
+        p.tin,
+        p.email,
+        d.tax_deductible,
+        c.transfer_id,
+        sum(d.amount) as total
+    from
+        const
+        cross join donor_with_sensitive_info p
+        join donation d on p.id = d.donor_id
+        join charge c on d.id = c.donation_id
+    where
+        c.status = 'charged'
+        and d.recipient != 'Giv Effektivt'
+        and c.created_at <@ tstzrange(year_from, year_to, '[)')
+    group by
+        p.tin,
+        p.email,
+        d.tax_deductible,
+        c.transfer_id
+),
+members_confirmed as (
+    select distinct on (p.tin)
+        p.tin,
+        p.email
+    from
+        const
+        cross join donor_with_sensitive_info p
+        inner join donation d on d.donor_id = p.id
+        inner join charge c on c.donation_id = d.id
+    where
+        c.status = 'charged'
+        and d.recipient = 'Giv Effektivt'
+        and c.created_at <@ tstzrange(year_from, year_to, '[)')
+),
+email_to_tin_guess as (
+    select distinct on (email)
+        p.email,
+        p.tin
+    from
+        const
+        cross join donor_with_sensitive_info p
+        join donation d on p.id = d.donor_id
+        join charge c on d.id = c.donation_id
+    where
+        c.status = 'charged'
+        and p.tin is not null
+    order by
+        email,
+        p.tin,
+        c.created_at desc
+),
+with_tax as (
+    select
+        *
+    from
+        data
+    where
+        tax_deductible
+),
+with_tin_no_tax as (
+    select
+        *
+    from
+        data
+    where
+        not tax_deductible
+        and tin is not null
+),
+with_no_tin_no_tax as (
+    select
+        *
+    from
+        data
+    where
+        not tax_deductible
+        and tin is null
+)
+select
+    coalesce(a.tin, b.tin, d.tin) as tin,
+    coalesce(a.email, b.email, c.email) as email,
+    coalesce(a.tin, b.tin) is null
+    and d.tin is not null as is_tin_guessed,
+    length(coalesce(a.tin, b.tin, d.tin, '')) = 8 as is_company,
+    e.tin is not null as is_member,
+    coalesce(a.transfer_id, b.transfer_id, c.transfer_id) as transfer_id,
+    a.total as amount_tax_deductible,
+    nullif(coalesce(b.total, 0) + coalesce(c.total, 0), 0) as amount_not_tax_deductible,
+    coalesce(a.total, 0) + coalesce(b.total, 0) + coalesce(c.total, 0) as amount_total
+from
+    with_tax a
+    full join with_tin_no_tax b on a.tin is not distinct from b.tin
+        and a.email = b.email
+        and a.transfer_id is not distinct from b.transfer_id
+    full join with_no_tin_no_tax c on coalesce(a.email, b.email) = c.email
+        and coalesce(a.transfer_id, b.transfer_id) is not distinct from c.transfer_id
+    left join email_to_tin_guess d on coalesce(a.email, b.email, c.email) = d.email
+    left join members_confirmed e on coalesce(a.tin, b.tin, d.tin) = e.tin
+order by
+    email,
+    tin,
+    coalesce(a.transfer_id, b.transfer_id, c.transfer_id);
+
+grant select on annual_email_report to reader_sensitive;
+
+-- migrate:down