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Joining tables #51

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21c3df2
Joining tables
shiloh-parker Jun 27, 2024
fc866ab
Fixed Syntax & Moved Data Insertion
shiloh-parker Jun 28, 2024
30a877f
Added Temporary Pledge Collection & Updated Descriptive Hist Table
shiloh-parker Jun 28, 2024
809c737
Syntax Fixes
shiloh-parker Jun 28, 2024
112e5e1
Added comments about descriptives
hopkinsdavid Jul 18, 2024
c55a954
David: Additional Code on Checks
hopkinsdavid Aug 3, 2024
3664ac3
Additional change on Pledges that are once every 1 year or more
hopkinsdavid Aug 5, 2024
f42082e
Fixtures #1 and Adding extra columns to Descriptives Column (History …
hopkinsdavid Aug 9, 2024
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27 changes: 19 additions & 8 deletions kardia-app/modules/rcpt/update_descriptives_new.qy
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Original file line number Diff line number Diff line change
Expand Up @@ -9,7 +9,7 @@ update_descriptives_new "system/query"
sql = " declare collection tmp_gift_items scope application;
declare collection a_descriptives scope application;
declare collection a_descriptives_hist scope application;
declare collection tmp_intermediate_vals;
declare collection tmp_intermediate_vals;

--This is the main file for our donor analytics application
--The donor analytics is meant to make a new table, a_descriptives_hist, that keeps track of donor giving patterns and such
Expand All @@ -18,7 +18,7 @@ update_descriptives_new "system/query"
--This organizes the data so that we can easily tell what kind of pattern a donor has, which can therefore be used when someone stops doing their normal pattern

delete collection tmp_gift_items;
delete collection tmp_intermediate_vals;
delete collection tmp_intermediate_vals;

print 'Working on descriptives' + isnull(' for fund ' + :parameters:fund + ',', '') + isnull(' for ledger ' + :parameters:ledger + ',', '') + isnull(' for donor ' + :parameters:donor + ',', '') - ',';

Expand Down Expand Up @@ -148,8 +148,8 @@ update_descriptives_new "system/query"
s_date_modified = getdate(),
s_modified_by = user_name()
from
collection tmp_gift_items
group by
collection tmp_gift_items t
group by
:ledger,
:fund,
:donor
Expand Down Expand Up @@ -290,7 +290,7 @@ update_descriptives_new "system/query"
(:parameters:donor is null or :parameters:donor = :dh1:p_donor_partner_key) and
not :dh1:a_is_extra
;
update
update
collection a_descriptives_hist dh1
set
:dh1:a_prev_end = (select :a_last_gift from collection a_descriptives_hist dh2 where :dh2:a_ledger_number = :dh1:a_ledger_number and :dh2:a_fund = :dh1:a_fund and :dh2:p_donor_partner_key = :dh1:p_donor_partner_key and :dh2:a_last_gift < :dh1:a_first_gift and :dh2:a_is_extra order by :dh2:a_last_gift desc limit 1),
Expand All @@ -303,7 +303,7 @@ update_descriptives_new "system/query"

-- Correct NTL Tracking
print 'Fixing next-to-last tracking at ' + dateformat(getdate(), 'hh:mm:ss');
update
update
collection a_descriptives_hist dh1
set
:dh1:a_ntl_gift = (select nth(:t:giftdate, 2) from collection tmp_gift_items t where :t:ledger = :dh1:a_ledger_number and :t:fund = :dh1:a_fund and :t:donor = :dh1:p_donor_partner_key and :t:giftdate <= :dh1:a_last_gift order by :t:giftdate desc)
Expand Down Expand Up @@ -466,7 +466,7 @@ update_descriptives_new "system/query"
-- if the interval is biannual or less, lookback slightly less than a year from the most recent gift
-- the lookahead date is half an interval past the most recent gift
print 'Setting general stats at ' + dateformat(getdate(), 'hh:mm:ss');
update
update
identity collection a_descriptives d
set
:a_act_lookahead_date = dateadd(day, convert(integer, round(0.5 * 30.5 * :a_act_average_interval)), :a_last_gift),
Expand All @@ -480,7 +480,7 @@ update_descriptives_new "system/query"
(:parameters:donor is null or :parameters:donor = :d:p_donor_partner_key)
;
-- if the interval is greater than bi-annually, check back the last three intervals
update
update
identity collection a_descriptives d
set
:a_act_lookahead_date = dateadd(day, convert(integer, round(0.5 * 30.5 * :a_act_average_interval)), :a_last_gift),
Expand Down Expand Up @@ -548,6 +548,17 @@ update_descriptives_new "system/query"
:dh:is_approximate = 0
;

-- Update pledge information for a_descriptives_hist
insert into
identity collection a_descriptives_hist dh
select
:p:a_is_active, :p:a_intent_type, :p:a_amount, :p:a_total_amount, :p:a_giving_interval, :p:a_gift_count,
:p:a_pledge_date, :p:a_start_date, :p:a_end_date
from
collection a_pledge p
where
:dh:ledger = :p:a_ledger_number and :dh:fund = :p:a_fund and :dh:p_donor_partner_key = :p:p_donor_partner_id

-- Update past/current flags on histories and on descriptives. For a history entry with
-- more than one gift, we base the current/lapsed indicator on the gift interval compared to
-- the most recent gift and current date. For a one-gift history entry, we look back 13
Expand Down