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intranet-csv-import
Commit f111d8ce authored by Frank Bergmann's avatar Frank Bergmann
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- Added upgrade scripts

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sql/postgresql/upgrade/upgrade-5.0.2.0.0-5.0.2.0.1.sql 0 → 100644
View file @ f111d8ce
-- upgrade-5.0.2.0.0-5.0.2.0.1.sql
SELECT acs_log__debug('/packages/intranet-csv-import/sql/postgresql/upgrade/upgrade-5.0.2.0.0-5.0.2.0.1.sql','');
CREATE OR REPLACE FUNCTION inline_0 ()
RETURNS INTEGER AS $BODY$
DECLARE
v_admins integer;
v_csv_export_menu integer;
v_reporting_menu integer;
v_report_menu_id integer;
BEGIN
select group_id into v_admins from groups where group_name = 'P/O Admins';
-- Create new Sub-Menu 'CSV-Export'
select menu_id from im_menus where label = 'reporting' into v_reporting_menu;
v_csv_export_menu := im_menu__new (
null, -- p_menu_id
'im_menu', -- object_type
now(), -- creation_date
null, -- creation_user
null, -- creation_ip
null, -- context_id
'intranet-reporting', -- package_name
'reporting-csv-export', -- label
'CSV Export', -- name
'/intranet-reporting/', -- url
1000, -- sort_order
v_reporting_menu, -- parent_menu_id
null -- p_visible_tcl
);
-- Make it available to SysAdmins only
PERFORM acs_permission__grant_permission(v_csv_export_menu, v_admins, 'read');
-- Export Persons
v_report_menu_id := im_report_new (
'Export Persons', -- report_name
'csv_export_persons', -- report_code
'intranet-csv-import', -- package_key
10, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
SELECT
pa.email ,
u.username ,
pe.first_names ,
pe.last_name ,
uc.home_phone ,
uc.work_phone ,
uc.cell_phone ,
uc.pager ,
uc.fax ,
uc.aim_screen_name ,
uc.icq_number ,
uc.ha_line1 ,
uc.ha_line2 ,
uc.ha_city ,
uc.ha_state ,
uc.ha_postal_code ,
uc.ha_country_code ,
uc.wa_line1 ,
uc.wa_line2 ,
uc.wa_city ,
uc.wa_state ,
uc.wa_postal_code ,
uc.wa_country_code ,
uc.note ,
(select email from parties where party_id=e.supervisor_id) as supervisor,
e.availability ,
e.personnel_number ,
e.ss_number ,
to_char(e.hourly_cost,''9999.99''),
e.salary ,
e.social_security ,
e.insurance ,
e.other_costs ,
e.salary_payments_per_year ,
e.birthdate ,
e.job_title ,
e.job_description ,
e.voluntary_termination_p ,
e.termination_reason ,
e.signed_nda_p ,
e.vacation_days_per_year ,
e.vacation_balance ,
im_profiles_from_user_id(u.user_id) as profiles
FROM
parties pa,
persons pe,
users u
LEFT OUTER JOIN users_contact uc ON (u.user_id = uc.user_id)
LEFT OUTER JOIN im_employees e ON (u.user_id = e.employee_id),
group_member_map m,
membership_rels mr
WHERE
pa.party_id = pe.person_id
AND pe.person_id = u.user_id
AND u.user_id = m.member_id
AND m.group_id = acs__magic_object_id(''registered_users'')
AND m.rel_id = mr.rel_id
AND m.container_id = m.group_id
AND m.rel_type = ''membership_rel''
'
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
-- Export Companies
-- This is a copy of ~/packages/intranet-dw-light/companies.csv
v_report_menu_id := im_report_new (
'Export Companies', -- report_name
'csv_export_companies', -- report_code
'intranet-csv-import', -- package_key
20, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
select
c.*,
im_name_from_id(primary_contact_id) as primary_contact_id_deref,
im_name_from_id(accounting_contact_id) as accounting_contact_id_deref,
im_name_from_id(default_bill_template_id) as default_bill_template_id_deref,
im_name_from_id(default_delnote_template_id) as default_delnote_template_id_deref,
im_name_from_id(default_invoice_template_id) as default_invoice_template_id_deref,
im_integer_from_id(default_payment_days) as default_payment_days_deref,
im_name_from_id(default_payment_method_id) as default_payment_method_id_deref,
im_name_from_id(default_po_template_id) as default_po_template_id_deref,
im_integer_from_id(default_vat) as default_vat_deref,
im_name_from_id(note) as note_deref,
im_numeric_from_id(default_surcharge_perc) as default_surcharge_perc_deref,
im_numeric_from_id(default_discount_perc) as default_discount_perc_deref,
im_numeric_from_id(default_tax) as default_tax_deref,
im_name_from_id(referral_source) as referral_source_deref,
im_name_from_id(vat_number) as vat_number_deref,
im_numeric_from_id(default_pm_fee_perc) as default_pm_fee_perc_deref,
c.note as company_note,
o.*,
c.primary_contact_id as company_contact_id,
im_name_from_user_id(c.accounting_contact_id) as accounting_contact_name,
im_email_from_user_id(c.accounting_contact_id) as accounting_contact_email,
im_name_from_user_id(c.primary_contact_id) as company_contact_name,
im_email_from_user_id(c.primary_contact_id) as company_contact_email,
im_category_from_id(c.company_type_id) as company_type,
im_category_from_id(c.company_status_id) as company_status,
im_category_from_id(c.annual_revenue_id) as annual_revenue
from
( select office_id,
office_name,
office_path,
phone,
fax,
address_line1,
address_line2,
address_city,
address_state,
address_postal_code,
address_country_code,
contact_person_id
from im_offices
) o,
im_companies c
where
c.main_office_id = o.office_id
'
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
-- Export Projects
v_report_menu_id := im_report_new (
'Export Projects', -- report_name
'csv_export_projects', -- report_code
'intranet-csv-import', -- package_key
30, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
select
(select project_nr from im_projects where project_id = child.parent_id) as parent_nrs,
child.project_nr,
child.project_name,
(select company_name from im_companies where company_id = child.company_id) as customer_name,
(select email from parties where party_id = child.project_lead_id) as project_manager,
im_category_from_id(child.project_status_id) as project_status,
im_category_from_id(child.project_type_id) as project_type,
child.start_date,
child.end_date,
child.percent_completed,
child.project_budget,
child.project_budget_hours,
im_category_from_id(child.on_track_status_id) as on_track_status,
child.release_item_p,
child.milestone_p,
(select project_nr from im_projects where project_id = child.program_id) as program_name,
(select email from parties where party_id = child.corporate_sponsor) as corporate_sponsor,
child.note,
child.description
from
(select p.* from im_projects p) parent,
(select p.* from im_projects p) child
left outer join im_timesheet_tasks t on (t.task_id = child.project_id)
left outer join im_gantt_projects gp on (gp.project_id = child.project_id)
left outer join im_cost_centers cc on (t.cost_center_id = cc.cost_center_id)
where
child.tree_sortkey between parent.tree_sortkey and tree_right(parent.tree_sortkey)
and child.project_status_id not in (82)
and child.project_type_id <> 100
order by
child.tree_sortkey
'
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
-- Export Tasks
v_report_menu_id := im_report_new (
'Export Tasks', -- report_name
'csv_export_tasks', -- report_code
'intranet-csv-import', -- package_key
40, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
select
(select project_nr from im_projects where project_id = child.parent_id) as parent_nrs,
child.project_nr,
child.project_name,
im_category_from_id(child.project_status_id) as project_status,
im_category_from_id(child.project_type_id) as project_type,
child.start_date,
child.end_date,
child.percent_completed,
child.release_item_p,
child.milestone_p,
child.note,
child.description,
(select material_name from im_materials where material_id = t.material_id) as material,
(select category from im_categories where category_id = t.uom_id) as uom,
planned_units,
billable_units,
(select cost_center_name from im_cost_centers where cost_center_id = t.cost_center_id) as cost_center,
invoice_id,
priority,
t.sort_order,
gantt_project_id,
scheduling_constraint_id,
scheduling_constraint_date,
effort_driven_type_id,
deadline_date,
effort_driven_p
from
(select p.* from im_projects p) parent,
(select p.* from im_projects p) child
left outer join im_timesheet_tasks t on (t.task_id = child.project_id)
left outer join im_gantt_projects gp on (gp.project_id = child.project_id)
left outer join im_cost_centers cc on (t.cost_center_id = cc.cost_center_id)
where
child.tree_sortkey between parent.tree_sortkey and tree_right(parent.tree_sortkey)
and child.project_status_id not in (82)
and child.project_type_id = 100
order by
child.tree_sortkey
'
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
-- Export Project-Task Relationships
v_report_menu_id := im_report_new (
'Export Project-Task Relationships', -- report_name
'csv_export_project_task_relationships', -- report_code
'intranet-csv-import', -- package_key
50, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
select
''person'' as object_type_one,
(select email from parties where party_id = r.object_id_two) as object_id_one,
''im_project'' as object_type_two,
(select im_project_nr_parent_list(r.object_id_one)) as object_id_two,
(select category from im_categories where category_id = bom.object_role_id) as role_id,
bom.percentage
from
acs_rels r,
im_biz_object_members bom
where
r.rel_id = bom.rel_id and
r.object_id_one in (select project_id from im_projects where project_status_id <> 82)
'
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
-- Export Finance Documents
v_report_menu_id := im_report_new (
'Export Finance Documents', -- report_name
'csv_export_fin_docs', -- report_code
'intranet-csv-import', -- package_key
60, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
select
-- INVOICES
(select email from parties where party_id = i.company_contact_id) as company_contact,
(select category from im_categories where category_id = i.payment_method_id ) payment_method,
reference_document_id,
(select office_path from im_offices where office_id = i.invoice_office_id) as office,
i.discount_perc,
i.discount_text,
i.surcharge_perc,
i.surcharge_text,
i.deadline_start_date,
i.deadline_interval,
-- COST
(select company_path from im_companies where company_id = c.customer_id) as customer,
(select company_path from im_companies where company_id = c.provider_id) as provider,
c.cost_name || ''s'' as cost_name,
c.cost_nr ,
(select cost_center_name from im_cost_centers where cost_center_id = c.cost_center_id ) as cost_center,
(select category from im_categories where category_id = c.cost_status_id) as cost_status,
(select category from im_categories where category_id = c.cost_type_id) as cost_type,
(select category from im_categories where category_id = c.cost_status_id) as cost_status,
(select category from im_categories where category_id = c.template_id) as cost_template,
c.effective_date,
c.payment_days,
c.currency,
CASE c.vat = 0
WHEN true THEN ''''
ELSE to_char(c.vat,''99.99'')
END as vat,
CASE c.tax = 0
WHEN true THEN ''''
ELSE to_char(c.tax,''99.99'')
END as tax,
c.note,
(select im_project_nr_parent_list(c.project_id)) as project
from
im_invoices i,
im_costs c
where
i.invoice_id = c.cost_id
order by
c.cost_id DESC
'
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
-- Export Invoice Items
v_report_menu_id := im_report_new (
'Export Invoice Items', -- report_name
'csv_export_invoice_items', -- report_code
'intranet-csv-import', -- package_key
70, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
select
-- INVOICE ITEMS
item_name,
(select project_nr from im_projects where project_id = ii.project_id) as project_id,
(select invoice_nr from im_invoices where invoice_id = ii.invoice_id) || ''s'' as invoice_nr,
item_units,
(select category from im_categories where category_id = ii.item_uom_id) as item_uom,
price_per_unit,
currency,
sort_order,
item_type_id,
item_status_id,
description,
(select material_name from im_materials where material_id = ii.item_material_id) as item_material,
(select im_project_nr_parent_list(ii.task_id)) as task,
-- created_from_item_id,
-- item_source_invoice_id,
-- INVOICES
(select email from parties where party_id in ((select company_contact_id from im_invoices where invoice_id = ii.invoice_id)) ) as company_contact,
(select category from im_categories where category_id in ((select payment_method_id from im_invoices where invoice_id = ii.invoice_id))) payment_method,
-- reference_document_id,
(select office_path from im_offices where office_id in((select invoice_office_id from im_invoices where invoice_id = ii.invoice_id))) as office,
(select discount_perc from im_invoices where invoice_id = ii.invoice_id) as discount_perc,
(select discount_text from im_invoices where invoice_id = ii.invoice_id) as discount_text,
(select surcharge_perc from im_invoices where invoice_id = ii.invoice_id) as surcharge_perc,
(select surcharge_text from im_invoices where invoice_id = ii.invoice_id) as surcharge_text,
(select deadline_start_date from im_invoices where invoice_id = ii.invoice_id) as deadline_start_date,
(select deadline_interval from im_invoices where invoice_id = ii.invoice_id) as deadline_interval,
-- COST
(select cost_name from im_costs where cost_id = ii.invoice_id) || ''s'' as cost_name,
(select cost_nr from im_costs where cost_id = ii.invoice_id) as cost_nr,
(select cost_center_name from im_cost_centers where cost_center_id in (select cost_center_id from im_costs where cost_id = ii.invoice_id)) as cost_center,
(select category from im_categories where category_id in (select cost_status_id from im_costs where cost_id = ii.invoice_id)) as cost_status_id,
(select category from im_categories where category_id in (select cost_type_id from im_costs where cost_id = ii.invoice_id)) as cost_type_id
from
im_invoice_items ii
'
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
-- Export Expense Bundles
v_report_menu_id := im_report_new (
'Export Expense Bundles', -- report_name
'csv_export_expense_bundles', -- report_code
'intranet-csv-import', -- package_key
80, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
select
c.cost_name as expense_name,
c.effective_date as expense_date,
c.currency as expense_currency,
(select im_project_nr_parent_list(c.project_id)) as parent_nrs,
(select category from im_categories where category_id = c.cost_status_id) as cost_status,
(select category from im_categories where category_id = c.cost_type_id) as cost_type,
CASE c.amount = 0
WHEN true THEN ''0.00''
ELSE trim(to_char(c.amount,''999999999.99''))
END as amount,
CASE c.vat = 0
WHEN true THEN ''0.00''
ELSE trim(to_char(c.vat,''99.99''))
END as vat,
c.note,
(select company_path from im_companies where company_id = c.customer_id) as customer,
(select company_path from im_companies where company_id = c.provider_id) as provider,
c.cost_id as bundle_id_old
from
acs_objects o,
im_costs c
where
c.cost_id = o.object_id
and o.object_type = ''im_expense_bundle''
; '
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
-- Export Expense Items
v_report_menu_id := im_report_new (
'Export Expense Items', -- report_name
'csv_export_expense_items', -- report_code
'intranet-csv-import', -- package_key
90, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
select
c.cost_name as expense_name,
c.effective_date as expense_date,
c.currency as expense_currency,
(select category from im_categories where category_id = c.cost_status_id) as cost_status,
(select category from im_categories where category_id = c.cost_type_id) as cost_type,
CASE c.amount = 0
WHEN true THEN ''0.00''
ELSE trim(to_char(c.amount,''999999999.99''))
END as amount,
CASE c.vat = 0
WHEN true THEN ''0.00''
ELSE trim(to_char(c.vat,''99.99''))
END as vat,
(select project_nr from im_projects where project_id = c.project_id) as project_nr,
c.note,
e.external_company_name,
e.external_company_vat_number,
e.receipt_reference,
(select category from im_categories where category_id = e.expense_type_id) as expense_type,
e.billable_p,
CASE e.reimbursable = 0
WHEN true THEN ''0.00''
ELSE trim(to_char(e.reimbursable,''999.99''))
END as reimbursable,
(select category from im_categories where category_id = e.expense_payment_type_id) as expense_payment_type,
(select company_path from im_companies where company_id = c.customer_id) as customer,
-- (select company_path from im_companies where company_id = c.provider_id) as provider,
(select email from parties where party_id = c.provider_id) as provider,
e.bundle_id as bundle_id_old
from
im_expenses e,
im_costs c
where
c.cost_id = e.expense_id
'
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
-- Export Hours
v_report_menu_id := im_report_new (
'Export Hours', -- report_name
'csv_export_hours', -- report_code
'intranet-csv-import', -- package_key
100, -- report_sort_order
v_csv_export_menu, -- parent_menu_id
'
select
(select email from parties where party_id = h.user_id) as user_id,
(select im_project_nr_parent_list(h.project_id)) as project_id,
day,
hours,
billing_rate,
billing_currency,
note,
(select category from im_categories where category_id = h.cost_id) as cost_type,
(select invoice_nr from im_invoices where invoice_id = h.invoice_id) as invoice_nr,
internal_note,
(select material_name from im_materials where material_id = h.material_id) as material,
days
from
im_hours h
'
);
-- Make report available to SysAdmins only
PERFORM acs_permission__grant_permission(v_report_menu_id, v_admins, 'read');
RETURN 1;
END;$BODY$ LANGUAGE 'plpgsql';
SELECT inline_0 ();
DROP FUNCTION inline_0 ();
sql/postgresql/upgrade/upgrade-5.0.2.4.0-5.0.2.4.1.sql 0 → 100644
View file @ f111d8ce
-- upgrade-5.0.2.4.0-5.0.2.4.1.sql
SELECT acs_log__debug('/packages/intranet-csv-import/sql/postgresql/upgrade/upgrade-5.0.2.4.0-5.0.2.4.1.sql','');
-- A report that shows activities per day
SELECT im_report_new (
'Export Tickets', -- report_name
'csv_export_tickets', -- report_code
'intranet-csv-import', -- package_key
100, -- report_sort_order
(select menu_id from im_menus where label = 'reporting-csv-export'), -- parent_menu_id
'dummy - will be replaced below' -- SQL to execute
);
update im_menus
set parent_menu_id = (select menu_id from im_menus where label = 'reporting-csv-export')
where name = 'Export Tickets';
update im_reports
set report_sql = '
select
p_sla.project_nr as sla,
p_ticket.project_nr as ticket_nr,
p_ticket.project_name as ticket_name,
im_category_from_id(t.ticket_status_id) as ticket_status,
im_category_from_id(t.ticket_type_id) as ticket_type,
im_category_from_id(t.ticket_prio_id) as ticket_prio,
im_email_from_user_id(t.ticket_customer_contact_id) as customer_contact,
im_email_from_user_id(t.ticket_assignee_id) as assignee,
p_ticket.start_date::date as date,
im_conf_item_nr_from_id(t.ticket_conf_item_id) as conf_item_nr,
acs_object__name(t.ticket_queue_id) as ticket_queue,
coalesce(p_ticket.note, '') || coalesce(t.ticket_note,'') as note,
coalesce(p_ticket.description, '') || coalesce(t.ticket_description, '') as description,
im_cost_center_code_from_id(t.ticket_dept_id) as department
from
im_projects p_sla,
im_projects p_ticket,
im_tickets t
where
p_sla.project_id = p_ticket.parent_id and
p_ticket.project_id = t.ticket_id
order by t.ticket_id
'
where report_code = 'csv_export_tickets';
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