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Merge pull request #67 from WyattBest/923
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PowerCampus version 9.2.3
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@WyattBest
WyattBest authored May 30, 2024
2 parents 28b9550 + c66c482 commit a9b0c25
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267 changes: 189 additions & 78 deletions SQL/[custom].[PS_selPFAwardsXML].sql
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Original file line number Diff line number Diff line change
Expand Up @@ -14,28 +14,194 @@ GO
-- Description: Return XML of award data from PowerFAIDS for the award year associated with a YTS and the tracking status.
-- Award data is aggregated and intended for display on Slate dashboards.
-- The XML structure mimics Slate's own Dictionary subquery export types for compatibility with Liquid looping.
-- @UseFINAIDMAPPING toggles between selecting a single POE from ACADEMICCALENDAR or selecting multiple POE's from FINAIDMAPPING.
-- PowerFAIDS server/db names may need edited during deployment.
--
-- 2022-04-19 Wyatt Best: Removed gross amounts and added total line.
-- 2022-04-19 Wyatt Best: Removed gross amounts and added total line.
-- 2024-05-07 Wyatt Best: Option to use FINAIDMAPPING instead of ACADEMICCALENDAR for POE mappings.
-- Fixed @GovID datatype.
-- Restructured for efficiency.
-- =============================================
CREATE PROCEDURE [custom].[PS_selPFAwardsXML]
-- Add the parameters for the stored procedure here
@PCID NVARCHAR(10)
,@GovID INT
CREATE PROCEDURE [custom].[PS_selPFAwardsXML] @PCID NVARCHAR(10)
,@GovID VARCHAR(9)
,@AcademicYear NVARCHAR(4)
,@AcademicTerm NVARCHAR(10)
,@AcademicSession NVARCHAR(10)
,@UseFINAIDMAPPING BIT = 0
AS
BEGIN
SET NOCOUNT ON;

DECLARE @FinAidYear NVARCHAR(4) = (
SELECT FIN_AID_YEAR
FROM ACADEMICCALENDAR
WHERE ACADEMIC_YEAR = @AcademicYear
AND ACADEMIC_TERM = @AcademicTerm
AND ACADEMIC_SESSION = @AcademicSession
)
DECLARE @student_token INT
,@FinAidYear INT
,@TrackStat VARCHAR(2)
DECLARE @POEs TABLE (
POE INT
,ACADEMIC_SESSION NVARCHAR(10)
,award_year INT
)
DECLARE @AwardsRaw TABLE (
[fund_long_name] VARCHAR(40)
,[amount] NUMERIC(8, 2)
,[attend_desc] VARCHAR(30)
)

--Find student
SELECT @student_token = student_token
FROM [POWERFAIDS].[PFaids].[dbo].[student] s
WHERE s.alternate_id = @PCID
OR s.student_ssn = @GovID

--If student not found, quit immediately
IF @student_token IS NULL
BEGIN
SELECT NULL

RETURN
END

--Using OR in join criteria for [stu_award_year] caused inefficiency, so queries are repeated
IF @UseFINAIDMAPPING = 1
BEGIN
--Get POEs from FINAIDMAPPING
INSERT INTO @POEs
SELECT POE
,ACADEMIC_SESSION
,NULL
FROM FINAIDMAPPING
WHERE 1 = 1
AND ACADEMIC_YEAR = @AcademicYear
AND ACADEMIC_TERM = @AcademicTerm
AND (
ACADEMIC_SESSION = @AcademicSession
OR ACADEMIC_SESSION = ''
)
AND [STATUS] = 'A'

--If POE's are mapped by Session, delete POE's with blank session
DELETE
FROM @POEs
WHERE ACADEMIC_SESSION = ''
AND EXISTS (
SELECT *
FROM @POEs
WHERE ACADEMIC_SESSION > ''
)

--Get Aid Year by POE from PowerFAIDS
UPDATE p_local
SET award_year = p_remote.award_year_token
FROM @POEs p_local
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[poe] p_remote
ON p_local.POE = p_remote.poe_token

--Get tracking status
SELECT @TrackStat = tracking_status
FROM [POWERFAIDS].[PFaids].[dbo].[student] s
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[stu_award_year] say
ON say.award_year_token IN (
SELECT award_year
FROM @POEs
)
AND s.student_token = say.student_token
WHERE s.student_token = @student_token

--Get raw award data (multiple POE's method)
INSERT INTO @AwardsRaw
SELECT CASE
WHEN net_disbursement_amount > 0
AND net_disbursement_amount <> scheduled_amount
THEN fund_long_name + ' (Net)'
ELSE fund_long_name
END [fund_long_name]
,CASE
WHEN net_disbursement_amount > 0
AND net_disbursement_amount <> scheduled_amount
THEN net_disbursement_amount
ELSE scheduled_amount
END [amount]
,CASE
WHEN attend_desc LIKE '%sp%'
THEN 'Spring'
WHEN attend_desc LIKE '%fa%'
THEN 'Fall'
WHEN attend_desc LIKE '%su%'
THEN 'Summer'
END AS [attend_desc]
FROM [POWERFAIDS].[PFaids].[dbo].[student] s
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[stu_award_year] say
ON say.award_year_token IN (
SELECT award_year
FROM @POEs
)
AND s.student_token = say.student_token
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[stu_award] sa
ON sa.stu_award_year_token = say.stu_award_year_token
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[stu_award_transactions] sat
ON sat.stu_award_token = sa.stu_award_token
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[funds] f
ON f.fund_token = sa.fund_ay_token
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[poe]
ON poe.poe_token = sat.poe_token
WHERE s.student_token = @student_token
END
ELSE
BEGIN
--Get single POE from ACADEMICCALENDAR
SET @FinAidYear = (
SELECT FIN_AID_YEAR
FROM ACADEMICCALENDAR
WHERE ACADEMIC_YEAR = @AcademicYear
AND ACADEMIC_TERM = @AcademicTerm
AND ACADEMIC_SESSION = @AcademicSession
)

--Get tracking status
SELECT @TrackStat = tracking_status
FROM [POWERFAIDS].[PFaids].[dbo].[student] s
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[stu_award_year] say
ON say.award_year_token = @FinAidYear
AND s.student_token = say.student_token
WHERE s.student_token = @student_token

--Get raw award data (single POE method)
INSERT INTO @AwardsRaw
SELECT CASE
WHEN net_disbursement_amount > 0
AND net_disbursement_amount <> scheduled_amount
THEN fund_long_name + ' (Net)'
ELSE fund_long_name
END [fund_long_name]
,CASE
WHEN net_disbursement_amount > 0
AND net_disbursement_amount <> scheduled_amount
THEN net_disbursement_amount
ELSE scheduled_amount
END [amount]
,CASE
WHEN attend_desc LIKE '%sp%'
THEN 'Spring'
WHEN attend_desc LIKE '%fa%'
THEN 'Fall'
WHEN attend_desc LIKE '%su%'
THEN 'Summer'
END AS [attend_desc]
FROM [POWERFAIDS].[PFaids].[dbo].[student] s
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[stu_award_year] say
ON say.award_year_token = @FinAidYear
AND s.student_token = say.student_token
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[stu_award] sa
ON sa.stu_award_year_token = say.stu_award_year_token
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[stu_award_transactions] sat
ON sat.stu_award_token = sa.stu_award_token
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[funds] f
ON f.fund_token = sa.fund_ay_token
INNER JOIN [POWERFAIDS].[PFaids].[dbo].[poe]
ON poe.poe_token = sat.poe_token
WHERE s.student_token = @student_token
END

--Format awards as XML
SELECT (
SELECT (
SELECT 'fund_long_name' AS [k]
Expand Down Expand Up @@ -69,37 +235,12 @@ BEGIN
)
FROM (
--Individual awards
SELECT *
SELECT [fund_long_name]
,[Summer]
,[Fall]
,[Spring]
,COALESCE([Summer], 0) + COALESCE([Fall], 0) + COALESCE([Spring], 0) AS Total
FROM (
SELECT CASE
WHEN net_disbursement_amount > 0
AND net_disbursement_amount <> scheduled_amount
THEN fund_long_name + ' (Net)'
ELSE fund_long_name
END [fund_long_name]
,CASE
WHEN net_disbursement_amount > 0
AND net_disbursement_amount <> scheduled_amount
THEN net_disbursement_amount
ELSE scheduled_amount
END [amount]
,IIF(attend_desc = 'T-Summer', 'Summer', attend_desc) [attend_desc]
FROM [VMCNYPF01].[PFaids].[dbo].[student] s
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[stu_award_year] say
ON say.award_year_token = @FinAidYear
AND s.student_token = say.student_token
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[stu_award] sa
ON sa.stu_award_year_token = say.stu_award_year_token
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[stu_award_transactions] sat
ON sat.stu_award_token = sa.stu_award_token
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[funds] f
ON f.fund_token = sa.fund_ay_token
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[poe]
ON poe.poe_token = sat.poe_token
WHERE s.alternate_id = @PCID
OR s.student_ssn = @GovID
) a_raw
FROM @AwardsRaw
PIVOT(SUM([amount]) FOR attend_desc IN (
[Summer]
,[Fall]
Expand All @@ -109,36 +250,12 @@ BEGIN
UNION ALL

--Grand total
SELECT *
SELECT 'Totals' AS [fund_long_name]
,[Summer]
,[Fall]
,[Spring]
,COALESCE([Summer], 0) + COALESCE([Fall], 0) + COALESCE([Spring], 0) AS Total
FROM (
SELECT 'Totals' [fund_long_name]
,CASE
WHEN net_disbursement_amount > 0
AND net_disbursement_amount <> scheduled_amount
THEN net_disbursement_amount
ELSE scheduled_amount
END [amount]
,IIF(attend_desc = 'T-Summer', 'Summer', attend_desc) [attend_desc]
FROM [VMCNYPF01].[PFaids].[dbo].[student] s
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[stu_award_year] say
ON say.award_year_token = @FinAidYear
AND s.student_token = say.student_token
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[stu_award] sa
ON sa.stu_award_year_token = say.stu_award_year_token
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[stu_award_transactions] sat
ON sat.stu_award_token = sa.stu_award_token
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[funds] f
ON f.fund_token = sa.fund_ay_token
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[poe]
ON poe.poe_token = sat.poe_token
WHERE (
s.alternate_id = @PCID
OR s.student_ssn = @GovID
)
--AND net_disbursement_amount > 0
--AND net_disbursement_amount <> scheduled_amount
) a_raw
FROM @AwardsRaw
PIVOT(SUM([amount]) FOR attend_desc IN (
[Summer]
,[Fall]
Expand All @@ -155,11 +272,5 @@ BEGIN
FOR XML path('row')
,type
) AS [XML]
,tracking_status
FROM [VMCNYPF01].[PFaids].[dbo].[student] s
INNER JOIN [VMCNYPF01].[PFaids].[dbo].[stu_award_year] say
ON say.award_year_token = @FinAidYear
AND s.student_token = say.student_token
WHERE s.alternate_id = @PCID
OR s.student_ssn = @GovID
,@TrackStat AS [tracking_status]
END
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