25.7 fb workdaychanges

wnprc_billing/resources/domain-templates/ehr_billing.template.xml

@@ -114,6 +114,10 @@
                     <dat:rangeURI>string</dat:rangeURI>
                     <dat:scale>500</dat:scale>
                 </dat:column>
+                <dat:column columnName="spend_category">
+                    <dat:rangeURI>string</dat:rangeURI>
+                    <dat:scale>500</dat:scale>
+                </dat:column>
             </dat:columns>
         </table>
     </template>

wnprc_billing/resources/queries/ehr_billing/aliases.query.xml

@@ -3,11 +3,17 @@
         <tables xmlns="http://labkey.org/data/xml">
             <table tableName="aliases" tableDbType="TABLE" useColumnOrder="true">
                 <javaCustomizer class="org.labkey.ehr_billing.table.EHR_BillingCustomizer" />
+                <importTemplates>
+                    <template label="WorkDay Template" url="/query/exportExcelTemplate.view?schemaName=ehr_billing&amp;query.queryName=aliasesTemplate&amp;captionType=Label&amp;filenamePrefix=aliasesTemplate" />
+                </importTemplates>
                 <tableTitle>Grant Accounts</tableTitle>
             <auditLogging>DETAILED</auditLogging>
             <columns>
                 <column columnName="alias">
-                    <columnTitle>Account Number</columnTitle>
+                    <importAliases>
+                        <importAlias>GrantWorkday</importAlias>
+                    </importAliases>
+                    <columnTitle>Grant</columnTitle>
                     <nullable>false</nullable>
                 </column>
                 <column columnName="isAcceptingCharges">
@@ -18,7 +24,7 @@
                     <formatString>Y;N;</formatString>
                 </column>
                 <column columnName="projectNumber">
-                    <columnTitle>Project Number</columnTitle>
+                    <columnTitle>Grant</columnTitle>
                 </column>
                 <column columnName="grantNumber">
                     <columnTitle>Grant Number</columnTitle>
@@ -83,9 +89,24 @@
                     <formatString>$###,##0.00</formatString>
                 </column>
                 <column columnName="charge_grant_accounts_id"/>
-                <column columnName="uw_fund"/>
-                <column columnName="uw_account"/>
-                <column columnName="uw_udds"/>
+                <column columnName="uw_fund">
+                    <importAliases>
+                        <importAlias>Fund</importAlias>
+                    </importAliases>
+                    <columnTitle>Fund</columnTitle>
+                </column>
+                <column columnName="uw_account">
+                    <importAliases>
+                        <importAlias>ledgerAccount</importAlias>
+                    </importAliases>
+                    <columnTitle>Ledger Account</columnTitle>
+                </column>
+                <column columnName="uw_udds">
+                    <importAliases>
+                        <importAlias>costCenter</importAlias>
+                    </importAliases>
+                    <columnTitle>Cost Center</columnTitle>
+                </column>
                 <column columnName="uw_class_code"/>
                 <column columnName="grant_period_end"/>
                 <column columnName="order_cutoff"/>

wnprc_billing/resources/queries/ehr_billing/aliases/.qview.xml

@@ -27,6 +27,8 @@
         <column name="charge_grant_accounts_id"/>
         <column name="uw_fund"/>
         <column name="uw_account"/>
+        <column name="program"/>
+        <column name="spend_category"/>
         <column name="uw_udds"/>
         <column name="uw_class_code"/>
         <column name="grant_period_end"/>

wnprc_billing/resources/queries/ehr_billing/aliasesTemplate.sql

@@ -0,0 +1,40 @@
+SELECT
+    al.alias AS grantWorkDay,
+    al.category AS category,
+    al.isAcceptingCharges AS isAcceptingCharges,
+    al.gencredits AS genCredits,
+    al.projectNumber AS Grant,
+    al.grantNumber AS grantNumber,
+    al.tier_rate AS tierRate,
+    al.type AS type,
+    al.budgetStartDate AS budgetStartDate,
+    al.budgetEndDate AS budgetEndDate,
+    al.investigatorName AS investigatorName,
+    al.investigatorId AS investigatorId,
+    al.fiscalAuthority AS fiscalAuthority,
+    al.affiliate AS affiliate,
+    al.contact_name AS contact_name,
+    al.contact_phone AS contact_phone,
+    al.contact_email AS contact_email,
+    --al.institution AS institution,
+    al.address AS address,
+    al.city AS city,
+    al.state AS state,
+    al.zip AS zip,
+    al.billing_contact_info AS billing_contact_info,
+    al.comments AS comments,
+    al.po_number AS po_number,
+    al.po_amount AS po_amount,
+    al.charge_grant_accounts_id AS charge_grant_accounts_id,
+    al.uw_fund AS fund,
+    al.uw_account AS ledgerAccount,
+    al.uw_udds AS costCenter,
+    al.uw_class_code AS uw_class_code,
+    al.grant_period_end AS grant_period_end,
+    al.order_cutoff AS order_cutoff,
+    al.successor_account AS successor_account,
+    al.predecessor_account AS predecessor_account,
+    al.mds_number AS mds_number,
+    al.faRate AS faRate,
+    al.faSchedule AS faSchedule
+FROM ehr_billing.aliases al

wnprc_billing/resources/queries/ehr_billing/invoiceRuns/.qview.xml

@@ -16,6 +16,16 @@
             <property name="columnTitle" value="CSV Download"/>
         </properties>
     </column>
+    <column name="viewWorkdayInvoice">
+        <properties>
+            <property name="columnTitle" value="Workday Preview"/>
+        </properties>
+    </column>
+    <column name="downloadWorkdayCsv">
+        <properties>
+            <property name="columnTitle" value="WorkDay Download"/>
+        </properties>
+    </column>
 </columns>
 <sorts>
     <sort column="billingPeriodEnd" descending="true" />

wnprc_billing/resources/queries/wnprc_billing/workdayInvoiceItems.query.xml

@@ -0,0 +1,31 @@
+<query xmlns="http://labkey.org/data/xml/query">
+    <metadata>
+        <tables xmlns="http://labkey.org/data/xml">
+            <table tableName="jetInvoiceItems" tableDbType="NOT_IN_DB">
+                <tableTitle>CSV to Workday Preview</tableTitle>
+                <columns>
+                    <column columnName="Department">
+                        <columnTitle>Cost Center</columnTitle>
+
+                    </column>
+                    <column columnName="Program">
+                        <columnTitle>Function</columnTitle>
+                    </column>
+                    <column columnName="Project">
+                        <columnTitle>Grant</columnTitle>
+                    </column>
+                    <column columnName="Account">
+                        <columnTitle>Ledge Account</columnTitle>
+                    </column>
+                    <column columnName="Amount">
+                        <columnTitle>Extended Amount</columnTitle>
+                        <formatString>0.00</formatString>
+                    </column>
+                    <column columnName="Description">
+                        <columnTitle>Catalog Item</columnTitle>
+                    </column>
+                </columns>
+            </table>
+        </tables>
+    </metadata>
+</query>

wnprc_billing/resources/queries/wnprc_billing/workdayInvoiceItems.sql

@@ -0,0 +1,27 @@
+SELECT
+    ii.invoiceId.rowId as runId,
+    a.uw_account as Project,
+    sum(ii.totalcost) as Amount,
+    replace(a.uw_udds, '-', '')  as Department,
+    a.uw_fund as Fund,
+    ii.invoiceId.runDate AS document_date,
+    ii.invoiceId.comment AS memo,
+    a.charge_grant_accounts_Id as Account,
+    'Primate Center ' || to_char(ii.invoiceId.billingPeriodStart,'MON') as Description,
+    to_char(ii.invoiceId.billingPeriodEnd, 'MMyy') as billingPeriodMMyy
+FROM
+  ehr_billing.invoicedItems ii
+  left join ehr_billing.aliases a
+    on ii.debitedAccount = a.alias
+  WHERE
+    lcase(a.type) like '%internal%' AND a.gencredits IS FALSE
+GROUP BY
+     ii.invoiceId.rowId,
+     a.uw_udds,
+     a.uw_fund,
+     a.uw_account,
+     a.charge_grant_accounts_Id,
+     ii.invoiceId.runDate,
+     ii.invoiceId.comment,
+     ii.invoiceId.billingPeriodStart,
+     ii.invoiceId.billingPeriodEnd

wnprc_billing/resources/queries/wnprc_billing/workdayInvoiceItems/.qview.xml

@@ -0,0 +1,21 @@
+<customView xmlns="http://labkey.org/data/xml/queryCustomView">
+    <columns>
+        <column name="runId"/>
+        <column name="Project"/> <!--Grant -->
+        <column name="Amount"/>
+        <column name="Department"/> <!-- Cost Center -->
+        <column name="document_date"/>
+        <column name="memo"/>
+
+        <column name="costCenter"/>
+        <column name="Fund"/>
+        <column name="function"/>
+
+<!--        Internal Service Delivery Line Data    -->
+        <column name ="row_id"/>
+        <column name="internal_service_delivery"/>
+        <column name="Intercompany_Affiliate"/>
+        <column name="Description"/> <!-- Catalog_Item -->
+
+    </columns>
+</customView>