panels-origin/db/core/changesets/021-cost-control-helpers.sql

--liquibase formatted sql
-- PANELS · core · helpers de control de costos (compartidos por gastos/almacén)

--changeset panel:core-021a-cost-tenant-id splitStatements:false
CREATE OR REPLACE FUNCTION core._cost_tenant_id(payload jsonb)
RETURNS integer
LANGUAGE sql
STABLE
AS $$
  SELECT COALESCE(
    NULLIF(payload->>'tenant_id', '')::integer,
    NULLIF(current_setting('app.tenant_id', true), '')::integer,
    0
  );
$$;

--changeset panel:core-021b-cost-settings splitStatements:false
CREATE OR REPLACE FUNCTION core._cost_settings(p_tenant_id integer)
RETURNS TABLE (
  budget_warn_pct numeric,
  budget_critical_pct numeric,
  default_iva_rate numeric
)
LANGUAGE plpgsql
STABLE
SET search_path = core
AS $$
BEGIN
  RETURN QUERY
  SELECT
    COALESCE(s.budget_warn_pct, 85::numeric),
    COALESCE(s.budget_critical_pct, 100::numeric),
    COALESCE(s.default_iva_rate, 0.16::numeric)
  FROM (
    SELECT budget_warn_pct, budget_critical_pct, default_iva_rate
      FROM tenant_cost_settings
     WHERE tenant_id = p_tenant_id
  ) s
  UNION ALL
  SELECT 85::numeric, 100::numeric, 0.16::numeric
  WHERE NOT EXISTS (SELECT 1 FROM tenant_cost_settings WHERE tenant_id = p_tenant_id)
  LIMIT 1;
END;
$$;

--changeset panel:core-021c-cost-executed-amount splitStatements:false
CREATE OR REPLACE FUNCTION core._cost_executed_amount(p_budget_item_id bigint)
RETURNS numeric
LANGUAGE sql
STABLE
SET search_path = core
AS $$
  SELECT round(COALESCE(
    (SELECT SUM(e.subtotal) FROM expense_entries e
      WHERE e.budget_item_id = p_budget_item_id
        AND e.status = 'confirmed'
        AND e.counts_toward_budget = true),
    0
  ) + COALESCE(
    (SELECT SUM(m.total_cost) FROM warehouse_movements m
      WHERE m.budget_item_id = p_budget_item_id
        AND m.movement_type = 'exit'),
    0
  ), 2);
$$;

--changeset panel:core-021d-cost-executed-qty splitStatements:false
CREATE OR REPLACE FUNCTION core._cost_executed_qty(p_budget_item_id bigint)
RETURNS numeric
LANGUAGE sql
STABLE
SET search_path = core
AS $$
  SELECT COALESCE(
    (SELECT SUM(e.quantity) FROM expense_entries e
      WHERE e.budget_item_id = p_budget_item_id
        AND e.status = 'confirmed'
        AND e.counts_toward_budget = true),
    0
  ) + COALESCE(
    (SELECT SUM(m.quantity) FROM warehouse_movements m
      WHERE m.budget_item_id = p_budget_item_id
        AND m.movement_type = 'exit'),
    0
  );
$$;

--changeset panel:core-021e-cost-budget-warning splitStatements:false
CREATE OR REPLACE FUNCTION core._cost_budget_warning(
  p_tenant_id integer,
  p_budget_item_id bigint,
  p_add_subtotal numeric DEFAULT 0,
  p_add_qty numeric DEFAULT 0
)
RETURNS jsonb
LANGUAGE plpgsql
STABLE
SET search_path = core
AS $$
DECLARE
  v_item record;
  v_warn numeric;
  v_critical numeric;
  v_exec_amt numeric;
  v_exec_qty numeric;
  v_pct numeric;
  v_level text;
BEGIN
  IF p_budget_item_id IS NULL THEN
    RETURN NULL;
  END IF;
  SELECT id, description, amount, quantity INTO v_item
    FROM budget_items WHERE id = p_budget_item_id;
  IF NOT FOUND OR COALESCE(v_item.amount, 0) <= 0 THEN
    RETURN NULL;
  END IF;
  SELECT budget_warn_pct, budget_critical_pct INTO v_warn, v_critical
    FROM core._cost_settings(p_tenant_id);
  v_exec_amt := core._cost_executed_amount(p_budget_item_id) + COALESCE(p_add_subtotal, 0);
  v_exec_qty := core._cost_executed_qty(p_budget_item_id) + COALESCE(p_add_qty, 0);
  v_pct := round(v_exec_amt / v_item.amount * 100, 1);
  IF v_pct > v_critical THEN
    v_level := 'critical';
  ELSIF v_pct > v_warn THEN
    v_level := 'warn';
  ELSE
    RETURN NULL;
  END IF;
  RETURN jsonb_build_object(
    'level', v_level,
    'budget_item_id', p_budget_item_id,
    'pct_after', v_pct,
    'executed_amount', v_exec_amt,
    'budget_amount', v_item.amount,
    'executed_qty', v_exec_qty,
    'budget_qty', v_item.quantity,
    'message', format(
      'Esta operación dejará el concepto "%s" al %s%% del presupuesto (importe)',
      left(v_item.description, 80), v_pct
    )
  );
END;
$$;

--changeset panel:core-021f-cost-calc-iva splitStatements:false
CREATE OR REPLACE FUNCTION core._cost_calc_amounts(
  p_subtotal numeric,
  p_iva_rate numeric,
  p_tax_included boolean,
  p_total numeric DEFAULT NULL
)
RETURNS TABLE (subtotal numeric, iva_amount numeric, total numeric)
LANGUAGE plpgsql
IMMUTABLE
AS $$
DECLARE
  v_sub numeric;
  v_iva numeric;
  v_tot numeric;
BEGIN
  IF p_tax_included AND p_total IS NOT NULL AND p_total > 0 THEN
    v_tot := round(p_total, 2);
    v_sub := round(v_tot / (1 + COALESCE(p_iva_rate, 0.16)), 2);
    v_iva := round(v_tot - v_sub, 2);
  ELSE
    v_sub := round(COALESCE(p_subtotal, 0), 2);
    v_iva := round(v_sub * COALESCE(p_iva_rate, 0.16), 2);
    v_tot := round(v_sub + v_iva, 2);
  END IF;
  RETURN QUERY SELECT v_sub, v_iva, v_tot;
END;
$$;

--changeset panel:core-021g-cost-grants endDelimiter:; splitStatements:true
GRANT EXECUTE ON FUNCTION core._cost_tenant_id(jsonb) TO panels_core_app;
GRANT EXECUTE ON FUNCTION core._cost_settings(integer) TO panels_core_app;
GRANT EXECUTE ON FUNCTION core._cost_executed_amount(bigint) TO panels_core_app;
GRANT EXECUTE ON FUNCTION core._cost_executed_qty(bigint) TO panels_core_app;
GRANT EXECUTE ON FUNCTION core._cost_budget_warning(integer, bigint, numeric, numeric) TO panels_core_app;
GRANT EXECUTE ON FUNCTION core._cost_calc_amounts(numeric, numeric, boolean, numeric) TO panels_core_app;