trading-platform-database-v2/ddl/schemas/financial/functions/04-views.sql

-- =====================================================
-- ORBIQUANT IA - FINANCIAL SCHEMA VIEWS
-- =====================================================
-- Description: Useful views for common financial queries
-- Schema: financial
-- =====================================================

-- =====================================================
-- VIEW: Active user wallets summary
-- =====================================================

CREATE OR REPLACE VIEW financial.v_user_wallets_summary AS
SELECT
  w.user_id,
  w.wallet_type,
  w.currency,
  w.balance,
  w.available_balance,
  w.pending_balance,
  w.status,
  w.last_transaction_at,
  w.total_deposits,
  w.total_withdrawals,
  w.created_at,
  -- Transaction counts
  (SELECT COUNT(*)
   FROM financial.wallet_transactions wt
   WHERE wt.wallet_id = w.id AND wt.status = 'completed') as total_transactions,
  (SELECT COUNT(*)
   FROM financial.wallet_transactions wt
   WHERE wt.wallet_id = w.id AND wt.status = 'pending') as pending_transactions,
  -- Latest transaction
  (SELECT wt.created_at
   FROM financial.wallet_transactions wt
   WHERE wt.wallet_id = w.id
   ORDER BY wt.created_at DESC
   LIMIT 1) as last_tx_date
FROM financial.wallets w
WHERE w.status = 'active';

COMMENT ON VIEW financial.v_user_wallets_summary IS 'Active wallets with transaction statistics';

-- =====================================================
-- VIEW: User total balance across all wallets (USD)
-- =====================================================

CREATE OR REPLACE VIEW financial.v_user_total_balance AS
SELECT
  user_id,
  SUM(CASE WHEN currency = 'USD' THEN balance ELSE 0 END) as total_usd,
  SUM(CASE WHEN currency = 'MXN' THEN balance ELSE 0 END) as total_mxn,
  SUM(CASE WHEN currency = 'EUR' THEN balance ELSE 0 END) as total_eur,
  -- Totals by wallet type
  SUM(CASE WHEN wallet_type = 'trading' AND currency = 'USD' THEN balance ELSE 0 END) as trading_usd,
  SUM(CASE WHEN wallet_type = 'investment' AND currency = 'USD' THEN balance ELSE 0 END) as investment_usd,
  SUM(CASE WHEN wallet_type = 'earnings' AND currency = 'USD' THEN balance ELSE 0 END) as earnings_usd,
  SUM(CASE WHEN wallet_type = 'referral' AND currency = 'USD' THEN balance ELSE 0 END) as referral_usd,
  COUNT(*) as wallet_count,
  MAX(last_transaction_at) as last_activity
FROM financial.wallets
WHERE status = 'active'
GROUP BY user_id;

COMMENT ON VIEW financial.v_user_total_balance IS 'Aggregated balance per user across all wallets';

-- =====================================================
-- VIEW: Recent transactions (last 30 days)
-- =====================================================

CREATE OR REPLACE VIEW financial.v_recent_transactions AS
SELECT
  wt.id,
  wt.wallet_id,
  w.user_id,
  w.wallet_type,
  wt.transaction_type,
  wt.status,
  wt.amount,
  wt.fee,
  wt.net_amount,
  wt.currency,
  wt.description,
  wt.reference_id,
  wt.balance_before,
  wt.balance_after,
  wt.created_at,
  wt.completed_at,
  -- Days since transaction
  EXTRACT(DAY FROM NOW() - wt.created_at) as days_ago
FROM financial.wallet_transactions wt
JOIN financial.wallets w ON w.id = wt.wallet_id
WHERE wt.created_at >= NOW() - INTERVAL '30 days'
ORDER BY wt.created_at DESC;

COMMENT ON VIEW financial.v_recent_transactions IS 'Wallet transactions from last 30 days';

-- =====================================================
-- VIEW: Active subscriptions with user details
-- =====================================================

CREATE OR REPLACE VIEW financial.v_active_subscriptions AS
SELECT
  s.id,
  s.user_id,
  s.plan,
  s.status,
  s.price,
  s.currency,
  s.billing_interval,
  s.current_period_start,
  s.current_period_end,
  s.next_payment_at,
  s.cancel_at_period_end,
  s.stripe_subscription_id,
  -- Days until renewal
  EXTRACT(DAY FROM s.current_period_end - NOW()) as days_until_renewal,
  -- Is in trial
  (s.status = 'trialing') as is_trial,
  -- Trial days remaining
  CASE
    WHEN s.trial_end IS NOT NULL THEN EXTRACT(DAY FROM s.trial_end - NOW())
    ELSE NULL
  END as trial_days_remaining
FROM financial.subscriptions s
WHERE s.status IN ('active', 'trialing', 'past_due')
ORDER BY s.current_period_end ASC;

COMMENT ON VIEW financial.v_active_subscriptions IS 'Active subscriptions with renewal information';

-- =====================================================
-- VIEW: Pending payments
-- =====================================================

CREATE OR REPLACE VIEW financial.v_pending_payments AS
SELECT
  p.id,
  p.user_id,
  p.subscription_id,
  p.amount,
  p.currency,
  p.payment_method,
  p.status,
  p.description,
  p.stripe_payment_intent_id,
  p.created_at,
  -- Days pending
  EXTRACT(DAY FROM NOW() - p.created_at) as days_pending
FROM financial.payments p
WHERE p.status IN ('pending', 'processing')
ORDER BY p.created_at ASC;

COMMENT ON VIEW financial.v_pending_payments IS 'Payments awaiting completion';

-- =====================================================
-- VIEW: Unpaid invoices
-- =====================================================

CREATE OR REPLACE VIEW financial.v_unpaid_invoices AS
SELECT
  i.id,
  i.user_id,
  i.invoice_number,
  i.total,
  i.amount_due,
  i.currency,
  i.due_date,
  i.status,
  i.invoice_date,
  i.hosted_invoice_url,
  -- Days overdue
  CASE
    WHEN i.due_date IS NOT NULL AND i.due_date < NOW()
    THEN EXTRACT(DAY FROM NOW() - i.due_date)
    ELSE 0
  END as days_overdue,
  -- Is overdue
  (i.due_date IS NOT NULL AND i.due_date < NOW()) as is_overdue
FROM financial.invoices i
WHERE i.status = 'open' AND i.paid = false
ORDER BY i.due_date ASC NULLS LAST;

COMMENT ON VIEW financial.v_unpaid_invoices IS 'Open invoices with overdue status';

-- =====================================================
-- VIEW: Daily transaction volume
-- =====================================================

CREATE OR REPLACE VIEW financial.v_daily_transaction_volume AS
SELECT
  DATE(wt.created_at) as transaction_date,
  wt.transaction_type,
  wt.currency,
  COUNT(*) as transaction_count,
  SUM(wt.amount) as total_amount,
  SUM(wt.fee) as total_fees,
  SUM(wt.net_amount) as total_net_amount,
  AVG(wt.amount) as avg_amount
FROM financial.wallet_transactions wt
WHERE wt.status = 'completed'
  AND wt.created_at >= NOW() - INTERVAL '90 days'
GROUP BY DATE(wt.created_at), wt.transaction_type, wt.currency
ORDER BY transaction_date DESC, transaction_type;

COMMENT ON VIEW financial.v_daily_transaction_volume IS 'Daily aggregated transaction statistics';

-- =====================================================
-- VIEW: Wallet activity summary (last 7 days)
-- =====================================================

CREATE OR REPLACE VIEW financial.v_wallet_activity_7d AS
SELECT
  w.id as wallet_id,
  w.user_id,
  w.wallet_type,
  w.currency,
  w.balance,
  -- Transaction counts by type
  COUNT(CASE WHEN wt.transaction_type = 'deposit' THEN 1 END) as deposits_7d,
  COUNT(CASE WHEN wt.transaction_type = 'withdrawal' THEN 1 END) as withdrawals_7d,
  COUNT(CASE WHEN wt.transaction_type IN ('transfer_in', 'transfer_out') THEN 1 END) as transfers_7d,
  -- Amounts
  SUM(CASE WHEN wt.transaction_type = 'deposit' THEN wt.amount ELSE 0 END) as deposit_amount_7d,
  SUM(CASE WHEN wt.transaction_type = 'withdrawal' THEN wt.amount ELSE 0 END) as withdrawal_amount_7d,
  -- Total activity
  COUNT(wt.id) as total_transactions_7d
FROM financial.wallets w
LEFT JOIN financial.wallet_transactions wt ON wt.wallet_id = w.id
  AND wt.created_at >= NOW() - INTERVAL '7 days'
  AND wt.status = 'completed'
WHERE w.status = 'active'
GROUP BY w.id, w.user_id, w.wallet_type, w.currency, w.balance;

COMMENT ON VIEW financial.v_wallet_activity_7d IS 'Wallet activity summary for last 7 days';

-- =====================================================
-- VIEW: Subscription revenue metrics
-- =====================================================

CREATE OR REPLACE VIEW financial.v_subscription_revenue AS
SELECT
  s.plan,
  s.billing_interval,
  s.currency,
  COUNT(*) as active_count,
  SUM(s.price) as total_monthly_value,
  AVG(s.price) as avg_price,
  -- MRR calculation (Monthly Recurring Revenue)
  SUM(CASE
    WHEN s.billing_interval = 'month' THEN s.price
    WHEN s.billing_interval = 'year' THEN s.price / 12
    ELSE 0
  END) as monthly_recurring_revenue
FROM financial.subscriptions s
WHERE s.status IN ('active', 'trialing')
GROUP BY s.plan, s.billing_interval, s.currency
ORDER BY s.plan, s.billing_interval;

COMMENT ON VIEW financial.v_subscription_revenue IS 'Subscription metrics and MRR calculation';