panels-origin/db/core/changesets/024-rpc-cost-control.sql

--liquibase formatted sql
-- PANELS · core · RPC control presupuestal

--changeset panel:core-024a-fn-cost-control-by-item splitStatements:false
CREATE OR REPLACE FUNCTION core.fn_cost_control_by_item(payload jsonb)
RETURNS jsonb
LANGUAGE plpgsql
SECURITY INVOKER
SET search_path = core
AS $$
DECLARE
  v_project_id bigint := NULLIF(payload->>'project_id', '')::bigint;
  v_tid integer := core._cost_tenant_id(payload);
  v_warn numeric; v_critical numeric;
  v_rows jsonb;
BEGIN
  IF v_project_id IS NULL THEN
    RETURN core.rpc_err('VALIDATION', 'fn_cost_control_by_item: project_id es obligatorio',
      jsonb_build_object('fn', 'fn_cost_control_by_item', 'field', 'project_id'));
  END IF;
  SELECT budget_warn_pct, budget_critical_pct INTO v_warn, v_critical FROM core._cost_settings(v_tid);
  SELECT COALESCE(jsonb_agg(to_jsonb(x) ORDER BY x.code, x.id), '[]'::jsonb) INTO v_rows
  FROM (
    SELECT
      bi.id, bi.code, bi.description, bi.unit, bi.chapter_id,
      bi.quantity AS qty_budget, bi.amount AS amount_budget, bi.unit_price,
      core._cost_executed_qty(bi.id) AS qty_executed,
      core._cost_executed_amount(bi.id) AS amount_executed,
      round(CASE WHEN bi.amount > 0 THEN core._cost_executed_amount(bi.id) / bi.amount * 100 ELSE 0 END, 1) AS pct_amount,
      round(core._cost_executed_amount(bi.id) - bi.amount, 2) AS delta_amount,
      CASE
        WHEN bi.amount <= 0 AND core._cost_executed_amount(bi.id) > 0 THEN 'critical'
        WHEN bi.amount > 0 AND core._cost_executed_amount(bi.id) / bi.amount * 100 > v_critical THEN 'critical'
        WHEN bi.amount > 0 AND core._cost_executed_amount(bi.id) / bi.amount * 100 > v_warn THEN 'warn'
        ELSE 'ok'
      END AS semaphore
    FROM budget_items bi
    WHERE bi.project_id = v_project_id
  ) x;
  RETURN core.rpc_ok(
    jsonb_build_object('items', v_rows, 'count', jsonb_array_length(v_rows)),
    format('Control por concepto del proyecto %s: %s renglón(es)', v_project_id, jsonb_array_length(v_rows)),
    jsonb_build_object('fn', 'fn_cost_control_by_item', 'project_id', v_project_id)
  );
EXCEPTION WHEN OTHERS THEN
  RETURN core.rpc_from_exception('fn_cost_control_by_item', SQLSTATE, SQLERRM);
END;
$$;

--changeset panel:core-024b-fn-cost-control-by-chapter splitStatements:false
CREATE OR REPLACE FUNCTION core.fn_cost_control_by_chapter(payload jsonb)
RETURNS jsonb
LANGUAGE plpgsql
SECURITY INVOKER
SET search_path = core
AS $$
DECLARE
  v_project_id bigint := NULLIF(payload->>'project_id', '')::bigint;
  v_tid integer := core._cost_tenant_id(payload);
  v_warn numeric; v_critical numeric;
  v_rows jsonb;
BEGIN
  IF v_project_id IS NULL THEN
    RETURN core.rpc_err('VALIDATION', 'fn_cost_control_by_chapter: project_id es obligatorio',
      jsonb_build_object('fn', 'fn_cost_control_by_chapter'));
  END IF;
  SELECT budget_warn_pct, budget_critical_pct INTO v_warn, v_critical FROM core._cost_settings(v_tid);
  WITH chapter_base AS (
    SELECT bc.id, bc.parent_id, bc.code, bc.name, bc.wbs, bc.sort_order
    FROM budget_chapters bc
    WHERE bc.project_id = v_project_id
  )
  SELECT COALESCE(jsonb_agg(to_jsonb(cs) ORDER BY cs.sort_order, cs.id), '[]'::jsonb) INTO v_rows
  FROM (
    SELECT cb.id, cb.parent_id, cb.code, cb.name, cb.wbs, cb.sort_order,
      COALESCE(SUM(bi.amount), 0) AS amount_budget,
      COALESCE(SUM(core._cost_executed_amount(bi.id)), 0) AS amount_executed,
      round(CASE WHEN COALESCE(SUM(bi.amount), 0) > 0
        THEN COALESCE(SUM(core._cost_executed_amount(bi.id)), 0) / COALESCE(SUM(bi.amount), 0) * 100 ELSE 0 END, 1) AS pct_amount,
      round(COALESCE(SUM(core._cost_executed_amount(bi.id)), 0) - COALESCE(SUM(bi.amount), 0), 2) AS delta_amount,
      CASE
        WHEN COALESCE(SUM(bi.amount), 0) <= 0 AND COALESCE(SUM(core._cost_executed_amount(bi.id)), 0) > 0 THEN 'critical'
        WHEN COALESCE(SUM(bi.amount), 0) > 0 AND COALESCE(SUM(core._cost_executed_amount(bi.id)), 0) / COALESCE(SUM(bi.amount), 0) * 100 > v_critical THEN 'critical'
        WHEN COALESCE(SUM(bi.amount), 0) > 0 AND COALESCE(SUM(core._cost_executed_amount(bi.id)), 0) / COALESCE(SUM(bi.amount), 0) * 100 > v_warn THEN 'warn'
        ELSE 'ok'
      END AS semaphore
    FROM chapter_base cb
    LEFT JOIN budget_items bi ON bi.chapter_id = cb.id
    GROUP BY cb.id, cb.parent_id, cb.code, cb.name, cb.wbs, cb.sort_order
  ) cs;
  RETURN core.rpc_ok(jsonb_build_object('chapters', v_rows),
    format('Control por partida del proyecto %s', v_project_id),
    jsonb_build_object('fn', 'fn_cost_control_by_chapter', 'project_id', v_project_id));
EXCEPTION WHEN OTHERS THEN
  RETURN core.rpc_from_exception('fn_cost_control_by_chapter', SQLSTATE, SQLERRM);
END;
$$;

--changeset panel:core-024c-fn-cost-control-project-summary splitStatements:false
CREATE OR REPLACE FUNCTION core.fn_cost_control_project_summary(payload jsonb)
RETURNS jsonb
LANGUAGE plpgsql
SECURITY INVOKER
SET search_path = core
AS $$
DECLARE
  v_project_id bigint := NULLIF(payload->>'project_id', '')::bigint;
  v_budget numeric;
  v_executed numeric;
  v_unclassified numeric;
  v_in_warehouse numeric;
  v_red_items integer;
  v_red_chapters integer;
BEGIN
  IF v_project_id IS NULL THEN
    RETURN core.rpc_err('VALIDATION', 'fn_cost_control_project_summary: project_id es obligatorio',
      jsonb_build_object('fn', 'fn_cost_control_project_summary'));
  END IF;
  SELECT COALESCE(SUM(amount), 0) INTO v_budget FROM budget_items WHERE project_id = v_project_id;
  SELECT COALESCE(SUM(core._cost_executed_amount(id)), 0) INTO v_executed FROM budget_items WHERE project_id = v_project_id;
  SELECT COALESCE(SUM(subtotal), 0) INTO v_unclassified
    FROM expense_entries
   WHERE project_id = v_project_id AND status = 'confirmed'
     AND budget_item_id IS NULL AND counts_toward_budget = true;
  SELECT COALESCE(SUM(s.qty_on_hand * s.avg_unit_cost), 0) INTO v_in_warehouse
    FROM warehouse_stock s
    JOIN warehouses w ON w.id = s.warehouse_id
   WHERE w.project_id = v_project_id AND w.status = 'open';
  SELECT COUNT(*)::integer INTO v_red_items FROM budget_items bi
   WHERE bi.project_id = v_project_id AND bi.amount > 0
     AND core._cost_executed_amount(bi.id) > bi.amount;
  RETURN core.rpc_ok(
    jsonb_build_object(
      'project_id', v_project_id,
      'budget_subtotal', round(v_budget, 2),
      'executed_subtotal', round(v_executed, 2),
      'pct_executed', round(CASE WHEN v_budget > 0 THEN v_executed / v_budget * 100 ELSE 0 END, 1),
      'delta_subtotal', round(v_executed - v_budget, 2),
      'unclassified_amount', round(v_unclassified, 2),
      'warehouse_stock_value', round(v_in_warehouse, 2),
      'concepts_over_budget', v_red_items
    ),
    format('Resumen de control del proyecto %s: %s%% ejecutado', v_project_id,
      round(CASE WHEN v_budget > 0 THEN v_executed / v_budget * 100 ELSE 0 END, 1)),
    jsonb_build_object('fn', 'fn_cost_control_project_summary', 'project_id', v_project_id)
  );
EXCEPTION WHEN OTHERS THEN
  RETURN core.rpc_from_exception('fn_cost_control_project_summary', SQLSTATE, SQLERRM);
END;
$$;

--changeset panel:core-024d-fn-cost-control-top-deviations splitStatements:false
CREATE OR REPLACE FUNCTION core.fn_cost_control_top_deviations(payload jsonb)
RETURNS jsonb
LANGUAGE plpgsql
SECURITY INVOKER
SET search_path = core
AS $$
DECLARE
  v_project_id bigint := NULLIF(payload->>'project_id', '')::bigint;
  v_limit integer := COALESCE((payload->>'limit')::integer, 10);
  v_rows jsonb;
BEGIN
  SELECT COALESCE(jsonb_agg(to_jsonb(x)), '[]'::jsonb) INTO v_rows FROM (
    SELECT bi.id, bi.code, bi.description, bi.amount AS amount_budget,
      core._cost_executed_amount(bi.id) AS amount_executed,
      round(core._cost_executed_amount(bi.id) - bi.amount, 2) AS delta_amount
    FROM budget_items bi
    WHERE bi.project_id = v_project_id AND bi.amount > 0
      AND core._cost_executed_amount(bi.id) > bi.amount
    ORDER BY core._cost_executed_amount(bi.id) - bi.amount DESC
    LIMIT v_limit
  ) x;
  RETURN core.rpc_ok(jsonb_build_object('deviations', v_rows),
    format('Top %s desviaciones del proyecto %s', v_limit, v_project_id),
    jsonb_build_object('fn', 'fn_cost_control_top_deviations', 'project_id', v_project_id));
EXCEPTION WHEN OTHERS THEN
  RETURN core.rpc_from_exception('fn_cost_control_top_deviations', SQLSTATE, SQLERRM);
END;
$$;

--changeset panel:core-024e-cost-control-grants endDelimiter:; splitStatements:true
GRANT EXECUTE ON FUNCTION core.fn_cost_control_by_item(jsonb) TO panels_core_app;
GRANT EXECUTE ON FUNCTION core.fn_cost_control_by_chapter(jsonb) TO panels_core_app;
GRANT EXECUTE ON FUNCTION core.fn_cost_control_project_summary(jsonb) TO panels_core_app;
GRANT EXECUTE ON FUNCTION core.fn_cost_control_top_deviations(jsonb) TO panels_core_app;