17168ERP/data/memo/report-view.sql

drop view if exists vw_activity_registration_base;
drop view if exists vw_activity_payment_detail;
drop view if exists vw_activity_follower_statistics;
drop view if exists vw_activity_item_statistics;
drop view if exists vw_activity_payment_status;
drop view if exists vw_activity_registration_trend;
drop view if exists vw_activity_payment_trend;
drop view if exists vw_activity_unpaid_detail;
drop view if exists vw_activity_transfer_reconciliation;
GO
-- 1. 法會報名基礎資料 VIEW
CREATE VIEW vw_activity_registration_base AS
SELECT 
    a.num AS 活動編號,
    a.subject AS 活動名稱,
    a.startDate_solar AS 活動開始日期,
    a.endDate_solar AS 活動結束日期,
    po.order_no AS 報名單號,
    po.up_time AS 報名日期,
    po.keyin1 AS 報名狀態,
    f.num AS 信眾編號,
    f.f_number AS 信眾代號,
    f.u_name AS 信眾姓名,
    f.phone AS 聯絡電話,
    f.identity_type AS 身分別,
    f.country AS 國籍,
    pod.num AS 報名明細編號,
    ai.num AS 品項編號,
    ai.subject AS 品項名稱,
    ai.category AS 品項分類,
    pod.price AS 單價,
    pod.qty AS 數量,
    pod.price * pod.qty AS 應繳金額,
    pod.pay AS 已收金額,
    (pod.price * pod.qty - ISNULL(pod.pay, 0)) AS 未收金額,
    pod.pay_date AS 付款期限,
    pod.start_date AS 開始日期,
    pod.due_date AS 到期日期,
    pod.keyin1 AS 明細狀態,
    pod.demo AS 備註
FROM activity a
INNER JOIN pro_order po ON a.num = po.activity_num
INNER JOIN followers f ON po.f_num = f.num
INNER JOIN pro_order_detail pod ON po.order_no = pod.order_no
INNER JOIN actItem ai ON pod.actItem_num = ai.num;
GO

-- 2. 收款明細基礎資料 VIEW
CREATE VIEW vw_activity_payment_detail AS
SELECT 
    a.num AS 活動編號,
    a.subject AS 活動名稱,
    po.order_no AS 報名單號,
    f.u_name AS 信眾姓名,
    pod.num AS 報名明細編號,
    ai.subject AS 品項名稱,
    por.num AS 收款記錄編號,
    por.price AS 收款金額,
    por.payment AS 付款方式,
    por.pay_date AS 收款日期,
    por.organization AS 收款機構,
    por.bank_code AS 銀行代碼,
    por.transfer_id AS 匯款記錄ID,
    por.reconcile_memo AS 對帳備註,
    tr.name AS 匯款人姓名,
    tr.phone AS 匯款人電話,
    tr.amount AS 匯款金額,
    tr.check_date AS 入帳日期,
    tr.status AS 匯款狀態
FROM activity a
INNER JOIN pro_order po ON a.num = po.activity_num
INNER JOIN followers f ON po.f_num = f.num
INNER JOIN pro_order_detail pod ON po.order_no = pod.order_no
INNER JOIN actItem ai ON pod.actItem_num = ai.num
LEFT JOIN pro_order_record por ON pod.num = por.detail_num
LEFT JOIN transfer_register tr ON por.transfer_id = tr.id;
GO

-- 3. 信眾報名統計 VIEW
CREATE VIEW vw_activity_follower_statistics AS
SELECT 
    活動編號,
    活動名稱,
    信眾編號,
    信眾代號,
    信眾姓名,
    聯絡電話,
    身分別,
    國籍,
    COUNT(DISTINCT 報名單號) AS 報名單數,
    COUNT(報名明細編號) AS 報名品項數,
    SUM(應繳金額) AS 應繳總金額,
    SUM(已收金額) AS 已收總金額,
    SUM(未收金額) AS 未收總金額,
    CASE 
        WHEN SUM(未收金額) = 0 THEN '已繳清'
        WHEN SUM(未收金額) = SUM(應繳金額) THEN '未繳'
        ELSE '部分繳款'
    END AS 繳款狀態
FROM vw_activity_registration_base
GROUP BY 活動編號, 活動名稱, 信眾編號, 信眾代號, 信眾姓名, 聯絡電話, 身分別, 國籍;
GO

-- 4. 品項報名統計 VIEW
CREATE VIEW vw_activity_item_statistics AS
SELECT 
    活動編號,
    活動名稱,
    品項編號,
    品項名稱,
    品項分類,
    單價,
    COUNT(報名明細編號) AS 報名數量,
    SUM(數量) AS 總數量,
    SUM(應繳金額) AS 應繳總金額,
    SUM(已收金額) AS 已收總金額,
    SUM(未收金額) AS 未收總金額,
    CASE 
        WHEN COUNT(報名明細編號) = 0 THEN 0
        ELSE AVG(已收金額)
    END AS 平均已收金額,
    CASE 
        WHEN SUM(未收金額) = 0 THEN '已收齊'
        WHEN SUM(未收金額) = SUM(應繳金額) THEN '未收款'
        ELSE '部分收款'
    END AS 收款狀態
FROM vw_activity_registration_base
GROUP BY 活動編號, 活動名稱, 品項編號, 品項名稱, 品項分類, 單價;
GO

-- 5. 收款狀態統計 VIEW
CREATE VIEW vw_activity_payment_status AS
SELECT 
    活動編號,
    活動名稱,
    '總計' AS 統計項目,
    COUNT(DISTINCT 報名單號) AS 報名單數,
    COUNT(報名明細編號) AS 報名品項數,
    SUM(應繳金額) AS 應繳總金額,
    SUM(已收金額) AS 已收總金額,
    SUM(未收金額) AS 未收總金額,
    CASE 
        WHEN SUM(應繳金額) = 0 THEN 0
        ELSE ROUND(SUM(已收金額) * 100.0 / SUM(應繳金額), 2)
    END AS 收款率
FROM vw_activity_registration_base
GROUP BY 活動編號, 活動名稱

UNION ALL

SELECT 
    活動編號,
    活動名稱,
    CASE 
        WHEN 未收金額 = 0 THEN '已繳清'
        WHEN 未收金額 = 應繳金額 THEN '未繳'
        ELSE '部分繳款'
    END AS 統計項目,
    COUNT(DISTINCT 報名單號) AS 報名單數,
    COUNT(報名明細編號) AS 報名品項數,
    SUM(應繳金額) AS 應繳總金額,
    SUM(已收金額) AS 已收總金額,
    SUM(未收金額) AS 未收總金額,
    CASE 
        WHEN SUM(應繳金額) = 0 THEN 0
        ELSE ROUND(SUM(已收金額) * 100.0 / SUM(應繳金額), 2)
    END AS 收款率
FROM vw_activity_registration_base
GROUP BY 活動編號, 活動名稱, 
    CASE 
        WHEN 未收金額 = 0 THEN '已繳清'
        WHEN 未收金額 = 應繳金額 THEN '未繳'
        ELSE '部分繳款'
    END;
GO

-- 6. 報名趨勢分析 VIEW
CREATE VIEW vw_activity_registration_trend AS
SELECT 
    活動編號,
    活動名稱,
    CAST(報名日期 AS DATE) AS 報名日期,
    COUNT(DISTINCT 報名單號) AS 當日報名單數,
    COUNT(報名明細編號) AS 當日報名品項數,
    SUM(應繳金額) AS 當日應繳金額,
    SUM(已收金額) AS 當日已收金額,
    SUM(未收金額) AS 當日未收金額
FROM vw_activity_registration_base
GROUP BY 活動編號, 活動名稱, CAST(報名日期 AS DATE);
GO

-- 7. 收款趨勢分析 VIEW
CREATE VIEW vw_activity_payment_trend AS
SELECT 
    活動編號,
    活動名稱,
    CAST(收款日期 AS DATE) AS 收款日期,
    COUNT(收款記錄編號) AS 當日收款筆數,
    SUM(收款金額) AS 當日收款金額,
    COUNT(DISTINCT 報名單號) AS 當日收款單數,
    CASE 
        WHEN COUNT(收款記錄編號) = 0 THEN 0
        ELSE AVG(收款金額)
    END AS 平均收款金額
FROM vw_activity_payment_detail
WHERE 收款日期 IS NOT NULL
GROUP BY 活動編號, 活動名稱, CAST(收款日期 AS DATE);
GO

-- 8. 未收款明細 VIEW
CREATE VIEW vw_activity_unpaid_detail AS
SELECT 
    活動編號,
    活動名稱,
    報名單號,
    信眾姓名,
    聯絡電話,
    品項名稱,
    應繳金額,
    已收金額,
    未收金額,
    付款期限,
    CASE 
        WHEN 付款期限 < GETDATE() THEN '已逾期'
        WHEN 付款期限 <= DATEADD(DAY, 3, GETDATE()) THEN '即將到期'
        ELSE '未到期'
    END AS 到期狀態
FROM vw_activity_registration_base
WHERE 未收金額 > 0;
GO

-- 9. 匯款對帳明細 VIEW
CREATE VIEW vw_activity_transfer_reconciliation AS
SELECT 
    活動編號,
    活動名稱,
    匯款記錄ID,
    匯款人姓名,
    匯款人電話,
    匯款金額,
    入帳日期,
    匯款狀態,
    COUNT(收款記錄編號) AS 關聯收款筆數,
    SUM(收款金額) AS 已對帳金額,
    CASE 
        WHEN SUM(收款金額) IS NULL THEN 匯款金額
        ELSE 匯款金額 - SUM(收款金額)
    END AS 剩餘金額
FROM vw_activity_payment_detail
WHERE 匯款記錄ID IS NOT NULL
GROUP BY 活動編號, 活動名稱, 匯款記錄ID, 匯款人姓名, 匯款人電話, 匯款金額, 入帳日期, 匯款狀態;
GO