Moving from old computer (ee5572f6) · Commits · NSSD_PMO / AI_BI_Code

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		-- core_ii.activities definition

		-- Drop table

		-- DROP TABLE core_ii.activities;

		CREATE TABLE core_ii.activities (
		activity_key int4 DEFAULT nextval('core_ii.newtable_activity_id_seq'::regclass) NOT NULL,
		budget_id int4 NULL,
		activity_id int4 NULL,
		activity_description varchar NULL,
		start_date date NULL,
		end_date date NULL,
		scope varchar null,
		CONSTRAINT newtable_pk PRIMARY KEY (activity_id)
		);

		-- core_ii.budgets definition

		-- Drop table

		-- DROP TABLE core_ii.budgets;

		CREATE TABLE core_ii.budgets (
		budget_id serial4 NOT NULL,
		budget_name varchar NULL,
		lead_id int4 NULL,
		CONSTRAINT budgets_pk PRIMARY KEY (budget_id)
		);

		-- core_ii.project_team definition

		-- Drop table

		-- DROP TABLE core_ii.project_team;

		CREATE TABLE core_ii.project_team (
		id serial4 NOT NULL,
		l_name varchar NULL,
		employee_id varchar NULL,
		wage_pool varchar NULL,
		project_team varchar NULL,
		f_name varchar NULL,
		unburdened_rate numeric NULL,
		burdened_rate numeric NULL,
		CONSTRAINT project_team_pk PRIMARY KEY (id)
		);

		-- core_ii.pto_dates definition

		-- Drop table

		-- DROP TABLE core_ii.pto_dates;

		CREATE TABLE core_ii.pto_dates (
		id serial4 NOT NULL,
		employee_id int4 NOT NULL,
		start_date date NULL,
		end_date date NOT NULL,
		"comment" varchar NULL,
		CONSTRAINT pto_dates_pk PRIMARY KEY (id)
		);

		-- core_ii.task_details definition

		-- Drop table

		-- DROP TABLE core_ii.task_details;

		CREATE TABLE core_ii.task_details (
		task_key serial4 NOT NULL,
		activity_id int4 NULL,
		task_id varchar NULL,
		task_description varchar NULL,
		labor_rate float8 NULL,
		hours float8 NULL,
		unit_cost float8 NULL,
		unit varchar NULL,
		quantity int4 NULL,
		contingency_percent float8 NULL,
		budget_id int4 NULL,
		assignee_id int4 NULL,
		--burdened_labor_rate float8 NULL,
		CONSTRAINT task_details_pk PRIMARY KEY (task_key)
		);

		/*
		-- DROP FUNCTION core_ii.create_pivot_table_dynamic(text);

		CREATE OR REPLACE FUNCTION core_ii.create_pivot_table_dynamic(source_table text)
		RETURNS SETOF record
		LANGUAGE plpgsql
		AS $function$
		DECLARE
		v_sql TEXT;
		v_cols TEXT;
		v_rec RECORD;
		v_dyn_table_name TEXT;
		BEGIN
		-- Create a temporary table to store the pivoted data
		v_dyn_table_name := 'pivot_table_' \|\| md5(random()::text); -- Create a unique name

		-- Build dynamic columns based on distinct dates
		v_cols := '';
		FOR v_rec IN EXECUTE format('SELECT DISTINCT the_date FROM %I ORDER BY the_date', source_table) LOOP
		v_cols := v_cols \|\| format('MAX(CASE WHEN the_date = ''%s'' THEN weekly_labor_cost ELSE 0 END) AS %I,', v_rec.the_date, v_rec.the_date);
		END LOOP;
		v_cols := rtrim(v_cols, ',');

		-- Construct the dynamic CREATE TABLE statement
		v_sql := format('
		CREATE TEMP TABLE %I AS
		SELECT employee_name, %s
		FROM %I
		GROUP BY employee_name', v_dyn_table_name, v_cols, source_table);

		EXECUTE v_sql;

		-- Construct the final SELECT statement to return the data
		v_sql := format('SELECT * FROM %I', v_dyn_table_name);

		-- Return the data
		RETURN QUERY EXECUTE v_sql;

		-- Drop the temporary table
		EXECUTE format('DROP TABLE %I', v_dyn_table_name);
		END;
		$function$
		;

		-- DROP FUNCTION core_ii.create_pivot_table_dynamic(text, text);

		CREATE OR REPLACE FUNCTION core_ii.create_pivot_table_dynamic(source_schema text, source_table text)
		RETURNS void
		LANGUAGE plpgsql
		AS $function$
		DECLARE
		v_sql TEXT;
		v_cols TEXT;
		v_rec RECORD;
		v_dates TEXT[];
		p_table_name TEXT := 'core_ii.t_staffing_chart';
		BEGIN
		-- Get distinct dates and build column expressions
		v_cols := '';
		raise notice 'Inputs: %, %', source_schema, source_table;
		FOR v_rec IN EXECUTE format('SELECT DISTINCT the_date FROM %I.%I ORDER BY the_date', source_schema, source_table) LOOP
		v_cols := v_cols \|\| format('MAX(CASE WHEN the_date = ''%s'' THEN weekly_labor_cost ELSE 0 END),', v_rec.the_date);
		v_dates := array_append(v_dates, v_rec.the_date::TEXT); -- Store dates for array order
		END LOOP;
		v_cols := rtrim(v_cols, ',');

		-- Construct the dynamic SQL statement to aggregate into an array
		v_sql := format('CREATE TABLE %I.%I AS
		SELECT employee_name, unnest(ARRAY[%s])
		FROM %I.%I
		GROUP BY employee_name
		ORDER BY employee_name', source_schema, p_table_name, v_cols, source_schema, source_table);
		EXECUTE format('DROP TABLE IF EXISTS %I.%I', source_schema, p_table_name);
		raise notice 'SQL:%', v_sql;
		EXECUTE v_sql;
		-- Execute the query and return the result
		--RETURN ;
		END;
		$function$
		;

		*/

		-- DROP FUNCTION core_ii.cumulative_weekly_sum(date, date, text);

		CREATE OR REPLACE FUNCTION core_ii.cumulative_weekly_sum(start_date date, end_date date, table_name text)
		RETURNS TABLE(pals_record_date date, weekly_sum numeric, cumulative_sum numeric)
		LANGUAGE plpgsql
		AS $function$
		DECLARE
		the_date DATE;
		weekly_total NUMERIC := 0;
		cumulative_total NUMERIC := 0;
		query TEXT;
		week_start DATE;
		report_end_date DATE;
		pals_date DATE;
		BEGIN
		-- Input validation
		IF start_date > end_date THEN
		RAISE EXCEPTION 'Start date must be before or equal to end date.';
		END IF;

		the_date := start_date;
		raise notice 'Start:(%)', the_date;
		report_end_date = core_ii.get_pals_report_date(end_date);
		raise notice 'Reporing End:(%)', report_end_date;

		WHILE the_date <= report_end_date LOOP
		-- Start of the current week (Monday)
		pals_date := core_ii.get_pals_report_date(the_date);
		raise notice 'Reporitng Date:(%)', pals_date;

		-- Calculate the weekly sum (replace with your actual data source)
		-- This example assumes you have a table called 'sales' with 'date' and 'amount' columns.
		query = format('SELECT COALESCE(SUM(budget_amount), 0)
		FROM core_ii.%I
		WHERE the_date >= DATE ''%s'' AND the_date < DATE ''%s'' + INTERVAL ''7''', table_name, the_date, pals_date);
		raise notice 'Query: %', query;
		EXECUTE query into weekly_total; -- Data within the current week

		cumulative_total := cumulative_total + weekly_total;

		-- Return the result for the current week
		RETURN QUERY SELECT pals_date, weekly_total, cumulative_total;

		-- Move to the next week
		the_date := pals_date + INTERVAL '7 days';
		END LOOP;

		RETURN;
		END;
		$function$
		;

		-- DROP FUNCTION core_ii.generate_mondays(date, date);

		CREATE OR REPLACE FUNCTION core_ii.generate_mondays(start_date date, end_date date)
		RETURNS TABLE(monday_date date)
		LANGUAGE plpgsql
		AS $function$
		DECLARE
		the_date DATE;
		BEGIN
		IF start_date IS NULL OR end_date IS NULL THEN
		RETURN;
		END IF;

		IF start_date > end_date THEN
		RAISE EXCEPTION 'Start date (%) cannot be after end date (%)', start_date, end_date;
		END IF;

		the_date := start_date + (1 - EXTRACT(DOW FROM start_date))::INTEGER * INTERVAL '1 day';

		WHILE the_date <= end_date LOOP
		monday_date := the_date;
		RETURN NEXT;
		the_date := the_date + INTERVAL '7 days';
		END LOOP;

		RETURN;
		END;
		$function$
		;

		-- DROP FUNCTION core_ii.generate_pals_date(date, date);

		CREATE OR REPLACE FUNCTION core_ii.generate_pals_date(start_date date, end_date date)
		RETURNS TABLE(monday_date date)
		LANGUAGE plpgsql
		AS $function$
		DECLARE
		the_date DATE;
		BEGIN
		IF start_date IS NULL OR end_date IS NULL THEN
		RETURN;
		END IF;

		IF start_date > end_date THEN
		RAISE EXCEPTION 'Start date (%) cannot be after end date (%)', start_date, end_date;
		END IF;

		the_date := start_date + (0 - EXTRACT(DOW FROM start_date))::INTEGER * INTERVAL '1 day';

		WHILE the_date <= end_date LOOP
		monday_date := the_date;
		RETURN NEXT;
		the_date := the_date + INTERVAL '7 days';
		END LOOP;

		RETURN;
		END;
		$function$
		;

		-- DROP FUNCTION core_ii.get_pals_report_date(date);

		CREATE OR REPLACE FUNCTION core_ii.get_pals_report_date(start_date date)
		RETURNS date
		LANGUAGE plpgsql
		AS $function$
		DECLARE
		sunday_date DATE;
		pals_date DATE;
		BEGIN
		-- IF start_date IS NULL THEN
		-- RETURN;
		-- END IF;

		sunday_date := start_date + (0 - EXTRACT(DOW FROM start_date))::INTEGER * INTERVAL '1 day';
		pals_date := sunday_date + INTERVAL '7 days';
		raise notice 'Start Date: %', start_date;
		raise notice 'Sunday Date: %', sunday_date;
		raise notice 'PALS Weekend Date: %', pals_date ;

		RETURN pals_date;
		END;
		$function$
		;

		-- core_ii.v_project_team source

		CREATE OR REPLACE VIEW core_ii.v_project_team
		AS SELECT concat(pt.l_name, ', ', pt.f_name) AS name,
		pt.project_team
		FROM core_ii.project_team pt
		ORDER BY pt.project_team;

		-- core_ii.v_spend_plan_data source

		*/

		-- Gernate a table of activities and ftes per employee to support the activity
		drop view core_ii.vw_task_lifecycle_ftes cascade;

		create or replace view core_ii.vw_task_lifecycle_ftes as
		SELECT concat(vpt.assignee_id, vpt.activity_id, vpt.budget_id) as budgetaskemp_key,
		pt_1.f_name,
		pt_1.l_name,
		pt_1.id as assignee_id,
		pt_1.id as employee_id,
		vpt.activity_description,
		vpt.activity_id,
		coalesce(nullif(round((sum(vpt.hours) / ((max(vpt.end_date) - min(vpt.start_date)) / 7 * 40)::double precision)::numeric, 1),0), 0.01) AS empl_activity_fte,
		core_ii.get_pals_report_date(min(vpt.start_date)) AS start_date,
		core_ii.get_pals_report_date(max(vpt.end_date)) AS end_date,
		vpt.budget_name,
		vpt.budget_id
		FROM core_ii.project_team pt_1
		JOIN core_ii.vw_project_tasks vpt ON pt_1.id = vpt.assignee_id
		GROUP BY pt_1.l_name, pt_1.f_name, vpt.activity_description, vpt.budget_name, pt_1.id, vpt.activity_id, vpt.budget_id, vpt.assignee_id
		ORDER BY pt_1.l_name;



		CREATE OR REPLACE VIEW core_ii.v_spend_plan_data
		AS
		select sp.the_date, sp.employee_name, sum(sp.empl_activity_fte) as fte, sum(sp.weekly_labor_cost) as weekly_labor_cost from (
		SELECT core_ii.generate_pals_date(ftes.start_date, ftes.end_date) AS the_date,
		concat(ftes.l_name, ', ', ftes.f_name) AS employee_name,
		ftes.empl_activity_fte,
		(ftes.empl_activity_fte * 40::numeric)::double precision * pt.burdened_rate + (ftes.empl_activity_fte * 40::numeric)::double precision * pt.burdened_rate * td.contingency_percent AS weekly_labor_cost
		FROM core_ii.vw_task_lifecycle_ftes ftes
		JOIN core_ii.task_details td ON td.assignee_id = ftes.assignee_id and td.activity_id = ftes.activity_id
		JOIN core_ii.project_team pt ON ftes.assignee_id = pt.id
		GROUP BY ftes.l_name, ftes.f_name, ftes.empl_activity_fte, pt.burdened_rate, td.contingency_percent, td.budget_id, ftes.start_date, ftes.end_date, ftes.activity_description) sp
		where sp.empl_activity_fte >0
		group by sp.the_date, sp.employee_name
		order by sp.the_date, sp.employee_name;


		-- core_ii.vw_activity_costs source

		CREATE OR REPLACE VIEW core_ii.vw_activity_costs
		as
		with activity_cost AS
		(
		SELECT distinct
		ftes.budgetaskemp_key,
		ftes.budget_name,
		ftes.activity_description,
		((ftes.empl_activity_fte * 40::numeric)::double precision * pt.burdened_rate +
		(ftes.empl_activity_fte * 40::numeric)::double precision * pt.burdened_rate * td.contingency_percent) *
		((ftes.end_date - ftes.start_date) / 7)::int AS weekly_labor_cost
		FROM core_ii.vw_task_lifecycle_ftes ftes
		JOIN core_ii.task_details td ON ftes.employee_id = td.assignee_id
		and ftes.activity_id = td.activity_id
		and ftes.budget_id = td.budget_id
		inner join core_ii.project_team pt
		on pt.id::int = td.assignee_id
		)
		SELECT round(sum(activity_cost.weekly_labor_cost)) AS total_cost,
		activity_cost.budget_name,
		activity_cost.activity_description
		FROM activity_cost
		group by activity_cost.budget_name, activity_cost.activity_description;




		-- core_ii.vw_activity_cost_week source

		CREATE OR REPLACE VIEW core_ii.vw_activity_cost_week
		AS SELECT round(vac.total_cost / ((a.end_date - a.start_date) / 7)::double precision) AS cost_wk,
		vac.activity_description,
		vac.budget_name,
		a.start_date,
		a.end_date
		FROM core_ii.vw_activity_costs vac
		inner join core_ii.activities a
		on a.activity_description = vac.activity_description;


		-- core_ii.vw_activity_cost_schedule source

		CREATE OR REPLACE VIEW core_ii.vw_activity_cost_schedule
		AS WITH mondays AS (
		SELECT core_ii.generate_pals_date(a.start_date, a.end_date) + '7 days'::interval AS the_date,
		a.activity_description
		FROM core_ii.activities a
		)
		SELECT m.the_date,
		m.activity_description,
		vacw.cost_wk
		FROM mondays m
		JOIN core_ii.vw_activity_cost_week vacw ON m.activity_description::text = vacw.activity_description::text;


		-- core_ii.vw_budget_cost_schedule source

		CREATE OR REPLACE VIEW core_ii.vw_budget_cost_schedule
		AS WITH mondays AS (
		SELECT DISTINCT core_ii.generate_pals_date(a.start_date, a.end_date) + '7 days'::interval AS the_date,
		b.budget_name,
		a.activity_description
		FROM core_ii.activities a
		JOIN core_ii.budgets b ON b.budget_id = a.budget_id
		)
		SELECT m.the_date,
		m.budget_name,
		sum(vacw.cost_wk) AS budget_amount
		FROM mondays m
		JOIN core_ii.vw_activity_cost_week vacw ON m.activity_description::text = vacw.activity_description::text
		GROUP BY m.the_date, m.budget_name;


		-- core_ii.vw_budget_total source

		CREATE OR REPLACE VIEW core_ii.vw_budget_total
		AS SELECT sum(vac.total_cost) AS sum,
		vac.budget_name
		FROM core_ii.vw_activity_costs vac
		GROUP BY vac.budget_name;

		-- core_ii.vw_cummulative_spend_curve source

		CREATE OR REPLACE VIEW core_ii.vw_cummulative_spend_curve
		AS SELECT cumulative_weekly_sum.pals_record_date,
		cumulative_weekly_sum.weekly_sum,
		cumulative_weekly_sum.cumulative_sum
		FROM cumulative_weekly_sum('2024-10-08'::date, '2025-09-30'::date, 'vw_project_cost_schedule'::text) cumulative_weekly_sum(pals_record_date, weekly_sum, cumulative_sum);

		-- core_ii.vw_project_cost_schedule source

		CREATE OR REPLACE VIEW core_ii.vw_project_cost_schedule
		AS WITH mondays AS (
		SELECT DISTINCT core_ii.generate_pals_date(a.start_date, a.end_date) + '7 days'::interval AS the_date,
		b.budget_name,
		a.activity_description
		FROM core_ii.activities a
		JOIN core_ii.budgets b ON b.budget_id = a.budget_id
		)
		SELECT m.the_date,
		sum(vacw.cost_wk) AS budget_amount
		FROM mondays m
		JOIN core_ii.vw_activity_cost_week vacw ON m.activity_description::text = vacw.activity_description::text
		GROUP BY m.the_date;

		-- core_ii.vw_project_tasks source
		drop view core_ii.vw_project_tasks cascade;

		CREATE OR REPLACE VIEW core_ii.vw_project_tasks
		AS SELECT
		b.budget_id,
		b.budget_name,
		a.scope,
		a.activity_description,
		td.task_id,
		td.task_description,
		a.start_date,
		a.end_date,
		pt.burdened_rate,
		td.hours,
		td.unit_cost,
		td.unit,
		td.quantity,
		a.activity_id,
		td.contingency_percent,
		td.task_key,
		td.assignee_id,
		td.hourspt.burdened_rate+(td.hourspt.burdened_rate)*td.contingency_percent as task_cost
		FROM core_ii.budgets b
		LEFT JOIN core_ii.activities a ON a.budget_id = b.budget_id
		LEFT JOIN core_ii.task_details td ON td.activity_id = a.activity_id AND td.budget_id = a.budget_id
		left join core_ii.project_team pt on pt.id::int = td.assignee_id;


		create or replace view core_ii.vw_activites_by_budget as
		select activity_description, start_date, end_date, budget_name
		from core_ii.activities a
		inner join core_ii.budgets b
		on a.budget_id = b.budget_id;


		-- Gernate a table of activities and ftes per employee to support the activity
		drop view core_ii.vw_task_lifecycle_ftes cascade;

		create or replace view core_ii.vw_task_lifecycle_ftes as
		SELECT concat(vpt.assignee_id, vpt.activity_id, vpt.budget_id) as budgetaskemp_key,
		pt_1.f_name,
		pt_1.l_name,
		pt_1.id as employee_id,
		vpt.activity_description,
		vpt.activity_id,
		coalesce(nullif(round((sum(vpt.hours) / ((max(vpt.end_date) - min(vpt.start_date)) / 7 * 40)::double precision)::numeric, 1),0), 0.01) AS empl_activity_fte,
		core_ii.get_pals_report_date(min(vpt.start_date)) AS start_date,
		core_ii.get_pals_report_date(max(vpt.end_date)) AS end_date,
		vpt.budget_name,
		vpt.budget_id
		FROM core_ii.project_team pt_1
		JOIN core_ii.vw_project_tasks vpt ON pt_1.id = vpt.assignee_id
		GROUP BY pt_1.l_name, pt_1.f_name, vpt.activity_description, vpt.budget_name, pt_1.id, vpt.activity_id, vpt.budget_id, vpt.assignee_id
		ORDER BY pt_1.l_name;


		--Export the Spend Plan Details
		create or replace view core_ii.vw_spendplan_details as
		select * from core_ii.v_spend_plan_data vspd
		where the_date > '2025-09-01'::date
		and vspd.weekly_labor_cost > 0;


		--Genrate a list of activity costs by activity scope
		create or replace view core_ii.v_post_poc_activty_budget as
		select b.budget_name, vpt.activity_description , start_date, end_date, sum(task_cost) as activity_cost
		from core_ii.vw_project_tasks vpt
		inner join core_ii.budgets b on b.budget_id = vpt.budget_id
		where vpt.scope like '%Ex%'
		group by vpt.activity_description, vpt.start_date , vpt.end_date, b.budget_name
		order by b.budget_name ;

		create or replace view core_ii.v_closeout_activty_budget as
		select b.budget_name, vpt.activity_description , start_date, end_date, sum(task_cost) as activity_cost
		from core_ii.vw_project_tasks vpt
		inner join core_ii.budgets b on b.budget_id = vpt.budget_id
		where vpt.scope like '%CLOS%'
		group by vpt.activity_description, vpt.start_date , vpt.end_date, b.budget_name
		order by b.budget_name ;

		--Get a table of names and rates
		select distinct f_name, l_name, burdened_rate from
		core_ii.project_team pt
		inner join core_ii.task_details td
		on pt.id = td.assignee_id


		select max(td.task_key) from core_ii.task_details td

		-- Genertae the Spend Plan per person / week from current week forward
		create or replace view core_ii.vw_spend_plan_current as
		select * from core_ii.v_spend_plan_data vspd
		where vspd.the_date >= core_ii.get_pals_report_date(now()::date)-7;

		-- Genertae the Spend Plan per person / week from current week forward
		create or replace view core_ii.vw_spend_plan_current_hours_wk as
		select the_date, employee_name, round(fte*40,0) hours_wk, weekly_labor_cost from core_ii.v_spend_plan_data vspd
		where vspd.the_date >= core_ii.get_pals_report_date(now()::date)-7;

		-- Data Check section ----
		-----------------------------
		select a.activity_description, td.task_description , a.start_date, a.end_date
		from core_ii.activities a inner join
		core_ii.task_details td
		on a.budget_id = td.budget_id
		and a.activity_id =td.activity_id;




		-- Get the most recent PALs report date
		select core_ii.get_pals_report_date(now()::date)-7;



		--Set contingency to 5%
		update core_ii.task_details td set contingency_percent = 0.05;

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