25.11 fb discrepancy report rl

onprc_ehr/resources/queries/onprc_ehr/GJ_BillingDescrepenciesRl.sql

@@ -0,0 +1,70 @@
+/*
+=====================================================================
+ Query Name      : GJ_BillingDescrepenciesRL
+ Schema          : onprc_ehr
+ Purpose         : To provide the R&L team with a tool to idetofy when a procedure charges will be generated
+                   Point to a alias that is not associcated witht eh Aniomals assigned project
+ Issue / Ticket  :  EHR Issue 11870
+  Feature Branch:
+ Pull Request:
+ Development Status: In development FB posted to Test E
+ Business Context:
+ Resolution Logic:
+ Parameters      : Non Defined
+ Output          : Query Grid
+ Validation Notes: Thi
+ Author          : jonesga
+ Created         : 2026-04-10
+ Last Modified   : 2026-04-13
+=====================================================================
+*/
+WITH procedureFees AS (
+    SELECT
+        pfr.id,
+        pfr.date,
+        pfr.project,
+        pfr.account,
+        pfr.chargetype AS chargeType,
+        pfr.assistingStaff,
+        pfr.procedureid,
+        pfr.chargeID,
+        pfr.serviceCenter,
+        pfr.item,
+        pfr.category,
+        pfr.sourceRecord,
+        pfr.unitcost,
+        pfr.NIHRate,
+        pfr.creditAccount,
+        pfr.matchesProject,
+        pfr.isAdjustment,
+        pfr.IsAcceptingCharges,
+        pfr.isExpiredAccount,
+        pfr.currentActiveAlias
+    FROM onprc_billing.procedurefeeRates pfr
+),
+
+     ProjectAlias AS (SELECT pa.name,
+                             pa.account
+                      FROM ehr.project pa
+                      where (pa.enddate > CurDate()
+                         or pa.enddate is null)     )
+
+SELECT
+    pf.id,
+    pf.date,
+    pf.project,
+    pf.account        AS chargeToAlias,
+    pa.account        AS projectAlias,
+    CASE    When pf.account = pa.account then 'Billing is Correct'
+        ELSE 'Billing Needs Review'
+        end as ChargeReview,
+    pf.chargeType,
+    pf.procedureID,
+    pf.chargeID,
+    pf.unitcost,
+    pf.matchesProject
+FROM procedureFees pf
+         LEFT JOIN ProjectAlias pa
+                   ON pf.project.displayName = pa.name
+/*WHERE
+    pf.account != pa.account*/

onprc_ehr/resources/queries/onprc_ehr/GJ_BillingDescrepenciesRl_enhanced.sql

@@ -0,0 +1,114 @@
+/*
+=====================================================================
+ Query Name      : GJ_BillingDescrepenciesRL
+ Schema          : onprc_ehr
+ Purpose         : To provide the R&L team with a tool to identify when
+                   procedure charges will be generated pointing to an
+                   alias not associated with the animal's project
+ Issue / Ticket  : EHR Issue 11870
+ Development Status: In development FB posted to Test E
+ Author          : jonesga
+ Created         : 2026-04-10
+ Last Modified   : 2026-04-14
+Latest Changes:  Added logic requested relating to date run but requires more review
+                Also added functionality to add a Red X where ther is a problem
+                THis is a new query based on the original with the enahncements
+=====================================================================
+*/
+
+WITH RunContext AS (
+    SELECT
+        CURDATE() AS runDate,
+        DAYOFWEEK(CURDATE()) AS runDayOfWeekNum,
+        CASE DAYOFWEEK(CURDATE())
+            WHEN 1 THEN 'Sunday'
+            WHEN 2 THEN 'Monday'
+            WHEN 3 THEN 'Tuesday'
+            WHEN 4 THEN 'Wednesday'
+            WHEN 5 THEN 'Thursday'
+            WHEN 6 THEN 'Friday'
+            WHEN 7 THEN 'Saturday'
+            END AS runDayOfWeekName,
+
+        -- If run on Monday, include Friday–Sunday; otherwise include yesterday
+        CASE
+            WHEN DAYOFWEEK(CURDATE()) = 2 THEN timestampadd('SQL_TSI_DAY', -3, CURDATE())
+            ELSE timestampadd('SQL_TSI_DAY', -1, CURDATE())
+            END AS changeStartDate,
+
+        CURDATE() AS changeEndDate,
+
+        CASE
+            WHEN DAYOFWEEK(CURDATE()) = 2
+                THEN 'Monday run – includes Friday, Saturday, and Sunday changes'
+            ELSE 'Daily run – includes previous day changes'
+            END AS runLogicNote
+),
+
+     procedureFees AS (
+         SELECT
+             pfr.id,
+             pfr.date,
+             pfr.project,
+             pfr.account,
+             pfr.chargetype AS chargeType,
+             pfr.assistingStaff,
+             pfr.procedureid,
+             pfr.chargeID,
+             pfr.serviceCenter,
+             pfr.item,
+             pfr.category,
+             pfr.sourceRecord,
+             pfr.unitcost,
+             pfr.NIHRate,
+             pfr.creditAccount,
+             pfr.matchesProject,
+             pfr.isAdjustment,
+             pfr.IsAcceptingCharges,
+             pfr.isExpiredAccount,
+             pfr.currentActiveAlias
+         FROM onprc_billing.procedurefeeRates pfr
+     ),
+
+     ProjectAlias AS (
+         SELECT
+             pa.name,
+             pa.account
+         FROM ehr.project pa
+         WHERE pa.enddate > CURDATE()
+            OR pa.enddate IS NULL
+     )
+
+SELECT
+    pf.id,
+    pf.date,
+    pf.project,
+    pf.account AS chargeToAlias,
+    pa.account AS projectAlias,
+
+    -- ✅ Status with symbols for conditional formatting
+    CASE
+        WHEN pf.account = pa.account
+            THEN '✅ Billing is Correct'
+        ELSE '❌ Billing Needs Review'
+        END AS ChargeReview,
+
+    pf.chargeType,
+    pf.procedureID,
+    pf.chargeID,
+    pf.unitcost,
+    pf.matchesProject,
+
+    -- ✅ Run context for transparency and auditability
+    --rc.runDate,
+    --rc.runDayOfWeekName,
+    --rc.runLogicNote
+
+FROM procedureFees pf
+        -- CROSS JOIN RunContext rc
+         LEFT JOIN ProjectAlias pa
+                   ON pf.project.displayName = pa.name
+
+WHERE pf.project.displayName NOT LIKE '0492-%'
+  --AND pf.date >= rc.changeStartDate
+  --AND pf.date < rc.changeEndDate;