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# Queries

SELECT

to_char(date_trunc('month', t."createdAt"), 'YYYY-mm') as "month",

COUNT(DISTINCT(t."HostCollectiveId")) as "activeHosts",

COUNT(DISTINCT(t."CollectiveId")) as "activeCollectives",

COUNT(DISTINCT(t."FromCollectiveId")) as "activeBackers"

FROM "Transactions" t

LEFT JOIN "Collectives" c On (t."CollectiveId" = c.id AND c.type LIKE 'COLLECTIVE')

WHERE t."deletedAt" IS NULL AND ((t."OrderId" IS NOT NULL AND t.type LIKE 'CREDIT')

OR (t."ExpenseId" IS NOT NULL AND t.type LIKE 'DEBIT')) AND

t."createdAt" BETWEEN '2016/01/01' AND '2019/01/01'

GROUP BY "month" ORDER BY "month"

per year with total donations and platform fees per currency (USD and EUR):

SELECT

to_char(date_trunc('year', t."createdAt"), 'YYYY') as "year",

COUNT(DISTINCT(t."HostCollectiveId")) as "activeHosts",

COUNT(DISTINCT(t."CollectiveId")) as "activeCollectives",

COUNT(DISTINCT(t."FromCollectiveId")) as "activeBackers",

SUM(

CASE WHEN t."OrderId" IS NOT NULL AND t.type='CREDIT' AND t.currency = 'USD' THEN t.amount / 100

END

) as "totalDonations (USD)",

SUM(

CASE WHEN t."OrderId" IS NOT NULL AND t.type='CREDIT' AND t.currency = 'EUR' THEN t.amount / 100

END

) as "totalDonations (EUR)",

SUM(

CASE WHEN t."OrderId" IS NOT NULL AND t.type='CREDIT' AND t.currency = 'USD' THEN -t."platformFeeInHostCurrency" / 100

END

) as "Platform fee (USD)",

SUM(

CASE WHEN t."OrderId" IS NOT NULL AND t.type='CREDIT' AND t.currency = 'EUR' THEN -t."platformFeeInHostCurrency" / 100

END

) as "Platform fee (EUR)"

FROM "Transactions" t

LEFT JOIN "Collectives" c On (t."CollectiveId" = c.id AND c.type LIKE 'COLLECTIVE')

WHERE t."deletedAt" IS NULL

AND ((t."OrderId" IS NOT NULL AND t.type LIKE 'CREDIT')

OR (t."ExpenseId" IS NOT NULL AND t.type LIKE 'DEBIT'))

GROUP BY "year" ORDER BY "year"

select

date_trunc('month', t."createdAt") as "month",

count(distinct("FromCollectiveId"))

from "Transactions" t

where "deletedAt" is null

and "FromCollectiveId" != "HostCollectiveId"

and type ilike 'credit'

GROUP BY "month" ORDER BY "month"

select

count(distinct("FromCollectiveId"))

from "Transactions" t

where "deletedAt" is null and "FromCollectiveId" != "HostCollectiveId" and type ilike 'credit' and "createdAt" < '2017-11-01 00:00:00.00-00'

For all the collectives created in a given month, how many of them are still active after 3 months?

WITH "collectivesCreated" as (

SELECT

c."createdAt" as "createdAt",

c.slug,

min(t."createdAt") as "firstTransaction",

max(t."createdAt") as "latestTransaction",

EXTRACT(day from (min(t."createdAt") - c."createdAt")) as "daysToFirstTransaction",

EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) as "activeDays",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 7 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 7 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active7",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 14 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 14 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active14",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 30 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 30 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active30",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 60 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 60 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active60",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 90 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 90 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active90",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 180 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 180 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active180",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 365 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 365 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active365"

FROM "Collectives" c

LEFT JOIN "Transactions" t ON (c.id=t."CollectiveId" and t."createdAt" < '2018-02-01')

WHERE c.type ilike 'collective'

GROUP BY c.id)

SELECT

to_char("createdAt", 'YYYY-mm') as "month",

count(*) as "totalCollectivesCreated",

SUM(active7) as "active7days",

SUM(active14) as "active14days",

SUM(active30) as "active30days",

SUM(active60) as "active60days",

SUM(active90) as "active90days",

SUM(active180) as "active180days",

SUM(active365) as "active365days",

ROUND((SUM(active7)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent7days",

ROUND((SUM(active14)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent14days",

ROUND((SUM(active30)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent30days",

ROUND((SUM(active60)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent60days",

ROUND((SUM(active90)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent90days",

ROUND((SUM(active180)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent180days",

ROUND((SUM(active365)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent365days"

FROM "collectivesCreated"

GROUP BY month ORDER BY month NULLS FIRST

For all the collectives created in a given month, how many of them are still active after 3 months?

WITH "collectivesCreated" as (

SELECT

c."createdAt" as "createdAt",

c.slug,

min(t."createdAt") as "firstTransaction",

max(t."createdAt") as "latestTransaction",

EXTRACT(day from (min(t."createdAt") - c."createdAt")) as "daysToFirstTransaction",

EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) as "activeDays",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 7 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 7 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active7",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 14 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 14 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active14",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 30 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 30 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active30",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 60 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 60 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active60",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 90 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 90 THEN 0

WHEN min(t."createdAt") IS NULL THEN 0

END as "active90"

FROM "Collectives" c

LEFT JOIN "Transactions" t ON (c.id=t."CollectiveId" and t."ExpenseId" is not null and t."createdAt" < '2018-02-01')

WHERE c.type ilike 'collective'

GROUP BY c.id)

SELECT

to_char("createdAt", 'YYYY-mm') as "month",

count(*) as "totalCollectivesCreated",

SUM(active7) as "active7days",

SUM(active14) as "active14days",

SUM(active30) as "active30days",

SUM(active60) as "active60days",

SUM(active90) as "active90days",

ROUND((SUM(active7)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent7days",

ROUND((SUM(active14)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent14days",

ROUND((SUM(active30)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent30days",

ROUND((SUM(active60)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent60days",

ROUND((SUM(active90)::FLOAT::numeric/count(*)::FLOAT::numeric),3) AS "percent90days"

FROM "collectivesCreated"

GROUP BY month ORDER BY month NULLS FIRST

For all the monthly subscriptions that started in a given month, how many are still active after 3 months?

WITH "activeSubscriptions" as (

SELECT

s."createdAt" as "createdAt",

min(t."createdAt") as "firstTransaction",

max(t."createdAt") as "latestTransaction",

EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) as "activeDays",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 90 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 90 THEN 0

END as "active90",

CASE

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) >= 60 THEN 1

WHEN EXTRACT(day from (max(t."createdAt") - min(t."createdAt"))) < 60 THEN 0

END as "active60",

CASE

WHEN (max(fc.type) ilike 'user') THEN 1

ELSE 0

END as "isUser",

CASE

WHEN (max(fc.type) ilike 'organization') THEN 1

ELSE 0

END as "isOrg"

FROM "Transactions" t

LEFT JOIN "Orders" d ON (d.id=t."OrderId" and t."createdAt" < '2018-03-01')

LEFT JOIN "Subscriptions" s ON s.id=d."SubscriptionId"

LEFT JOIN "Collectives" fc on fc.id = d."FromCollectiveId"

WHERE s.interval = 'month'

GROUP BY s.id

)

SELECT

to_char("createdAt", 'YYYY-mm') as "month",

/* total subscription counts */

count(*) as "totalSubscriptionsCreated",

SUM("isUser") as "totalSubscriptionsCreatedByUsers",

SUM("isOrg") as "totalSubscriptionsCreatedByOrgs",

/* 60-day subscription calcs */

SUM(active60) as "totalActiveAfter60days",

SUM(active60 * "isUser") as "totalActiveByUsersAfter60days",

SUM(active60 * "isOrg") as "totalActiveByOrgsAfter60days",

/* 90-day subscription calcs */

SUM(active90) as "totalActiveAfter90days",

SUM(active90 * "isUser") as "totalActiveByUsersAfter90days",

SUM(active90 * "isOrg") as "totalActiveByOrgsAfter90days"

FROM "activeSubscriptions" GROUP BY month ORDER BY month

with subs as (select s.id, s."activatedAt", s."deactivatedAt" from "Orders" o

left join "Subscriptions" s on s.id = o."SubscriptionId"

where o."processedAt" is not null and o."SubscriptionId" is not null and o."deletedAt" is null and s."deletedAt" is null and s."activatedAt" is not null)

select

to_char("activatedAt", 'YYYY-mm') as "month", /* change to "deactivatedAt" to get deactivated count */

count(*) as "subsCount"

from subs

Group by "month" order by "month"

SELECT sum(amount) / 100 as "totalAmount", max(t.currency) as currency, max(c.slug) as collective, max(c.website) as website, max(c."twitterHandle") as twitter, max(c.description) as description

FROM "Transactions" t

LEFT JOIN "Collectives" c ON c.id = t."CollectiveId"

WHERE t."createdAt" > '2018-03-01'

AND t."createdAt" < '2018-04-01'

AND t.type='CREDIT'

AND t."platformFeeInHostCurrency" < 0

GROUP BY t."CollectiveId"

ORDER BY "totalAmount" DESC

SELECT sum(amount) / 100 as "totalAmount", max(t.currency) as currency, max(c.slug) as collective, max(c.website) as website, max(c."twitterHandle") as twitter, max(c.description) as description

FROM "Transactions" t

LEFT JOIN "Collectives" c ON c.id = t."CollectiveId"

WHERE t."createdAt" > '2018-03-01'

AND c."createdAt" > '2018-03-01'

AND t."createdAt" < '2018-04-01'

AND c."createdAt" < '2018-04-01'

AND t.type='CREDIT'

AND t."platformFeeInHostCurrency" < 0

GROUP BY t."CollectiveId"

ORDER BY "totalAmount" DESC

SELECT max(c.slug) as collective, max(c."createdAt") as "createdAt", count(*) as "totalNewBackers", max(c.website) as website, max(c."twitterHandle") as twitter, max(c.description) as description

FROM "Members" m

LEFT JOIN "Collectives" c ON m."CollectiveId" = c.id

WHERE m."createdAt" > '2018-03-01'

AND m."createdAt" < '2018-04-01'

AND m.role='BACKER'

GROUP BY "CollectiveId"

ORDER BY "totalNewBackers" DESC

with res as (SELECT CONCAT('https://opencollective.com/', max(backer.slug)) as backer, sum(amount) / 100 as "amount", max(t.currency) as currency, string_agg(DISTINCT c.slug, ', ') AS "collectives supported", max(backer."twitterHandle") as twitter, max(backer.description) as description, max(backer.website) as website

FROM "Transactions" t

LEFT JOIN "Collectives" backer ON backer.id = t."FromCollectiveId"

LEFT JOIN "Collectives" c ON c.id = t."CollectiveId"

WHERE t."createdAt" > '2018-05-01'

AND t."createdAt" < '2018-06-01'

AND t.type='CREDIT'

AND t."platformFeeInHostCurrency" < 0

AND t."deletedAt" IS NULL

GROUP BY t."FromCollectiveId"

ORDER BY "amount" DESC)

SELECT row_number() over(order by "amount" DESC) as "#", * from res

select

to_char(t."createdAt", 'YYYY-mm') as "month",

sum(t.amount)/100 as amount,

max(t.currency) as currency,

c.slug as "fromCollective"

from "Transactions" t

inner join "Collectives" c on c.id = t."FromCollectiveId"

where

amount > 0 and

"CollectiveId" != 1 and

t."platformFeeInHostCurrency" < 0 and

t."deletedAt" IS NULL and

((t."OrderId" IS NOT NULL AND t.type LIKE 'CREDIT')

OR (t."ExpenseId" IS NOT NULL AND t.type LIKE 'DEBIT'))

AND c.type ilike 'organization'

AND ((t."RefundTransactionId" IS NOT NULL AND

t."data"->'refund' IS NULL AND

t.type = 'CREDIT') OR t."RefundTransactionId" IS NULL)

group by c.slug, "month"

order by c.slug

with old as (

SELECT

to_char(date_trunc('month', t."createdAt"), 'YYYY-mm') as "month",

count(c.id) as "count",

min(t."createdAt") as "firstTransaction",

SUM("amount") / 100 as "totalAmount",

t.currency

FROM "Transactions" t

LEFT JOIN "Collectives" c ON c.id = t."FromCollectiveId"

WHERE

t."createdAt" >= '2018-01-01'

AND t."deletedAt" IS NULL

AND t.type='CREDIT'

AND c.type='ORGANIZATION'

AND c."createdAt" < date_trunc('month', t."createdAt")::DATE -- organizations created before the first day of the month

GROUP BY t.currency, month

),

new as (

SELECT

to_char(date_trunc('month', t."createdAt"), 'YYYY-mm') as "month", count(c.id) as "count",

SUM("amount") / 100 as "totalAmount",

t.currency

FROM "Transactions" t

LEFT JOIN "Collectives" c ON c.id = t."FromCollectiveId"

WHERE

t."createdAt" >= '2018-01-01'

AND t."deletedAt" IS NULL

AND t.type='CREDIT'

AND c.type='ORGANIZATION'

AND c."createdAt" >= date_trunc('month', t."createdAt")::DATE -- organizations created after the first day of the month

GROUP BY t.currency, month

)

SELECT

old.month, old.currency,

new.count as "# new orgs", new."totalAmount",

old.count as "# old orgs", old."totalAmount",

to_char(100.0 * new."totalAmount" /(old."totalAmount"+new."totalAmount")::float,'999D99%') as "% of new orgs"

FROM old

LEFT JOIN new ON old.currency = new.currency AND old.month = new.month

ORDER BY month DESC

Note: you can limit this view to one single currency by adding

`WHERE old.currency = 'USD'`

:FROM old

LEFT JOIN new ...

WHERE old.currency = 'USD'

ORDER BY month DESC

SELECT slug, coalesce(sum(t.amount), 0)/100 as "amountDonated" from "Collectives" c inner join "Transactions" t on c.id = t."FromCollectiveId"

where c."createdAt" >= '2018-05-1' and c."createdAt" < '2018-06-1'

and c.type = 'ORGANIZATION' AND t.type = 'CREDIT' group by c.slug

having coalesce(sum(t.amount), 0) > 100;

select

to_char(t."createdAt", 'YYYY-mm') as "month",

sum(t.amount)/100 as amount,

max(t.currency) as currency,

c.slug as "collective"

from "Transactions" t

inner join "Collectives" c on c.id = t."CollectiveId"

where

amount > 0 and

"CollectiveId" != 1 and

t."platformFeeInHostCurrency" < 0 and

t."deletedAt" IS NULL and

((t."OrderId" IS NOT NULL AND t.type LIKE 'CREDIT')

OR (t."ExpenseId" IS NOT NULL AND t.type LIKE 'DEBIT'))

group by c.slug, "month"

order by c.slug

SELECT

to_char(date_trunc('week', c."createdAt"), 'YYYY-mm-dd') as "month",

count(*) filter (where tags::text ilike '%open source%') as "newOpenSourceCollectives",

count(*) filter (where tags::text ilike '%tech meetup%') as "newTechMeetups",

count(*) filter (where ((tags::text not ilike '%open source%' AND tags::text not ilike '%tech meetup%') OR tags is null)) as "newOtherCollectives",

COUNT(*) as "totalNewCollectives"

FROM "Collectives" c

WHERE c.type ilike 'collective' and "createdAt" is not null and "createdAt" > '2016-01-01'

GROUP BY "month" ORDER BY "month"

-- Revenue and transaction splits by month with all currencies

-- converted to USD.

--

-- Note: the exchange rates are from November 8 2018

with conversions as (select

date_trunc('month', t."createdAt") as "givenMonth",

/* deal with currency */

CASE

WHEN (t.currency = 'USD') THEN t.amount / 1

WHEN (t.currency = 'EUR') THEN t.amount / 0.88

WHEN (t.currency = 'MXN') THEN t.amount / 20.09

WHEN (t.currency = 'AUD') THEN t.amount / 1.39

WHEN (t.currency = 'CAD') THEN t.amount / 1.31

WHEN (t.currency = 'INR') THEN t.amount / 73.02

WHEN (t.currency = 'SEK') THEN t.amount / 9.07

WHEN (t.currency = 'GBP') THEN t.amount / 0.77

ELSE 0

END AS "amountInUSD",

CASE

WHEN (t.currency = 'USD') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 1

WHEN (t.currency = 'EUR') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 0.88

WHEN (t.currency = 'MXN') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 20.09

WHEN (t.currency = 'AUD') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 1.39

WHEN (t.currency = 'CAD') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 1.31

WHEN (t.currency = 'INR') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 73.02

WHEN (t.currency = 'SEK') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 9.07

WHEN (t.currency = 'GBP') AND t.amount > 0 THEN t."platformFeeInHostCurrency" / 0.77

ELSE 0

END AS "platformFeeInUSD",

/*

Generate donations categories

- added-funds (manually added funds - we didn't get a platform fee)

// for rest of these we charge a fee

- recurringMonthlyNew (new monthly subscription in this month)

- recurringMonthlyOld (carryover monthly subscription in this month)

- recurringAnnualNew (new annual subscription this month)

- recurringAnnualOld (carryover annual subscription renewed this month)

- one-time (one-time donations)

*/

CASE

WHEN

t.amount > 0 AND t."OrderId" IS NOT NULL AND

(t."platformFeeInHostCurrency" = 0 OR t."platformFeeInHostCurrency" IS NULL)

THEN 1

ELSE 0

END AS addedFunds,

CASE

WHEN t.amount > 0 AND

d."SubscriptionId" is NULL AND

(t."platformFeeInHostCurrency" is not null AND t."platformFeeInHostCurrency" != 0)

THEN 1

ELSE 0

END AS oneTimeDonations,

CASE

WHEN

t.amount > 0 AND

(t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND

d."SubscriptionId" is NOT NULL AND s."interval" like 'month%'

THEN 1

ELSE 0

END AS recurringMonthlyTotal,

CASE

WHEN

t.amount > 0 AND t."OrderId" IS NOT NULL AND

(t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND

d."SubscriptionId" is NOT NULL AND s."interval" like 'month%' AND

date_trunc('month', t."createdAt") = date_trunc('month', s."activatedAt")

THEN 1

ELSE 0

END AS recurringMonthlyNew,

CASE

WHEN

t.amount > 0 AND

(t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND

d."SubscriptionId" is NOT NULL AND s."interval" like 'month%' AND

date_trunc('month', t."createdAt") > date_trunc('month', s."activatedAt")

THEN 1

ELSE 0

END AS recurringMonthlyOld,

CASE

WHEN

t.amount > 0 AND

(t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND

d."SubscriptionId" is NOT NULL AND s."interval" like 'year%'

THEN 1

ELSE 0

END AS recurringAnnuallyTotal,

CASE

WHEN

t.amount > 0 AND

(t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND

d."SubscriptionId" is NOT NULL AND s."interval" like 'year%' AND

date_trunc('month', t."createdAt") = date_trunc('month', s."activatedAt")

THEN 1

ELSE 0

END AS recurringAnnuallyNew,

CASE

WHEN

t.amount > 0 AND

(t."platformFeeInHostCurrency" IS NOT NULL AND t."platformFeeInHostCurrency" != 0) AND

d."SubscriptionId" is NOT NULL AND s."interval" like 'year%' AND

date_trunc('month', t."createdAt") > date_trunc('month', s."activatedAt")

THEN 1

ELSE 0

END AS recurringAnnuallyOld,

/*

Generate expenses categories

- total (all expenses recorded)

- manual (submitted but no money exchanged from us)

- paypal (paid through paypal)

*/

CASE

WHEN

t.amount < 0 AND t."ExpenseId" IS NOT NULL

THEN 1

ELSE 0

END AS totalExpensesRecorded,

CASE

WHEN

t.amount < 0 AND t."ExpenseId" IS NOT NULL AND

t."PaymentMethodId" IS NULL

THEN 1

ELSE 0

END AS manualExpenses,

CASE

WHEN

t.amount < 0 AND t."ExpenseId" IS NOT NULL AND

t."PaymentMethodId" IS NOT NULL

THEN 1

ELSE 0

END AS paypalExpenses,

/*

Generate user categories

- backer

- sponsor (org)

*/

CASE

WHEN (fc.type ilike 'user') THEN 1

ELSE 0

END as "isUser",

CASE

WHEN (fc.type ilike 'organization') THEN 1

ELSE 0

END as "isOrg",

/** isNotRefund: The transaction isn't either a refund or

refunded. */

CASE

WHEN (t."RefundTransactionId" IS NULL) THEN 1

ELSE 0

END as isNotRefund,

/** hasBeenRefunded: A refunded transaction represents the

original donation from User to Collective */

CASE

WHEN (t."RefundTransactionId" IS NOT NULL AND

t."data"->'refund' IS NULL AND

t.type = 'CREDIT')

THEN 1

ELSE 0

END as hasBeenRefunded,

/** isRefund: A refund is true when the transaction represents

moving funds from Collective to User after a refund. */

CASE

WHEN (t."RefundTransactionId" IS NOT NULL AND

t."data"->'refund' IS NOT NULL AND

t."type" = 'DEBIT')

THEN 1

ELSE 0

END as isRefund

FROM "Transactions" t

LEFT JOIN "Orders" d on t."OrderId" = d.id

LEFT JOIN "Subscriptions" s on d."SubscriptionId" = s.id

LEFT JOIN "Collectives" fc on t."FromCollectiveId" = fc.id

WHERE

t."deletedAt" IS NULL AND

t."createdAt" BETWEEN '2016/01/01' AND '2020/01/01' AND

d."deletedAt" IS NULL AND

s."deletedAt" IS NULL)

/* End temporary table */

SELECT

to_char("givenMonth", 'YYYY-mm') as "month",

/* donations */

(SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund) +

"amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund) +

"amountInUSD" * oneTimeDonations * (isNotRefund + isRefund) +

"amountInUSD" * addedFunds) / 100)::DECIMAL(10, 0)::money

AS "totalMoneyBroughtIntoPlatformInUSD",

(SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund) +

"amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund) +

"amountInUSD" * oneTimeDonations * (isNotRefund + isRefund)) / 100)::DECIMAL(10, 0)::money

AS "totalDonationsMadeOnPlatformInUSD",

(SUM("amountInUSD" * isRefund / 100))::DECIMAL(10, 0)::money

AS "refundTransactions",

(SUM("platformFeeInUSD")/-100)::DECIMAL(10,0)::money AS "OCFeeInUSD",

/* monthly donations */

/* total donations */

(SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringMonthlyTotalDonationsInUSD",

(SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringMonthlyTotalDonationsFromUsersInUSD",

(SUM("amountInUSD" * recurringMonthlyTotal * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringMonthlyTotalDonationsFromOrgsInUSD",

/* old donations */

(SUM("amountInUSD" * recurringMonthlyOld * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringMonthlyOldDonationsInUSD",

(SUM("amountInUSD" * recurringMonthlyOld * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringMonthlyOldDonationsFromUsersInUSD",

(SUM("amountInUSD" * recurringMonthlyOld * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringMonthlyOldDonationsFromOrgsInUSD",

/* new donations */

(SUM("amountInUSD" * recurringMonthlyNew * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringMonthlyNewDonationsInUSD",

(SUM("amountInUSD" * recurringMonthlyNew * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringMonthlyNewDonationsFromUsersInUSD",

(SUM("amountInUSD" * recurringMonthlyNew * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringMonthlyNewDonationsFromOrgsInUSD",

/* annual donations */

/* total donations */

(SUM("amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringAnnualDonationsInUSD",

(SUM("amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyTotalDonationsFromUsersInUSD",

(SUM("amountInUSD" * recurringAnnuallyTotal * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyTotalDonationsFromOrgsInUSD",

/* old donations */

(SUM("amountInUSD" * recurringAnnuallyOld * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringAnnuallyOldDonationsInUSD",

(SUM("amountInUSD" * recurringAnnuallyOld * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyOldDonationsFromUsersInUSD",

(SUM("amountInUSD" * recurringAnnuallyOld * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyOldDonationsFromOrgsInUSD",

/* new donations */

(SUM("amountInUSD" * recurringAnnuallyNew * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "recurringAnnuallyNewDonationsInUSD",

(SUM("amountInUSD" * recurringAnnuallyNew * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyNewDonationsFromUsersInUSD",

(SUM("amountInUSD" * recurringAnnuallyNew * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "recurringAnnuallyNewDonationsFromOrgsInUSD",

/* one-time donations */

(SUM("amountInUSD" * oneTimeDonations * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "oneTimeDonationsInUSD",

(SUM("amountInUSD" * oneTimeDonations * (isNotRefund + isRefund) * "isUser")/100)::DECIMAL(10,0)::money AS "oneTimeDonationsFromUsersInUSD",

(SUM("amountInUSD" * oneTimeDonations * (isNotRefund + isRefund) * "isOrg")/100)::DECIMAL(10,0)::money AS "oneTimeDonationsFromOrgsInUSD",

/* added funds */

(SUM("amountInUSD" * addedFunds * (isNotRefund + isRefund))/100):: DECIMAL(10,0)::money AS "addedFundsInUSD",

/* expenses */

(SUM("amountInUSD" * totalExpensesRecorded * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "expensesPaidInUSD",

(SUM("amountInUSD" * manualExpenses * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "manualExpensesInUSD",

(SUM("amountInUSD" * paypalExpenses * (isNotRefund + isRefund))/100)::DECIMAL(10,0)::money AS "paypalExpensesInUSD",

/* counts of transactions */

COUNT(*)/2 AS "numTransactions",

SUM(recurringMonthlyTotal + recurringAnnuallyTotal + oneTimeDonations + addedFunds) AS "numMoneyBroughtInEntries",

SUM(recurringMonthlyTotal + recurringAnnuallyTotal + oneTimeDonations) AS "numDonationMadeOnPlatformEntries",

/* monthly */

SUM(recurringMonthlyTotal * (isNotRefund + isRefund)) as "numRecurringMonthlyTotalDonations",

SUM(recurringMonthlyTotal * (isNotRefund + isRefund) * "isUser") as "numRecurringMonthlyTotalDonationsFromUsers",

SUM(recurringMonthlyTotal * (isNotRefund + isRefund) * "isOrg") as "numRecurringMonthlyTotalDonationsFromOrgs",

SUM(recurringMonthlyOld * (isNotRefund + isRefund)) as "numRecurringMonthlyOldDonations",

SUM(recurringMonthlyOld * (isNotRefund + isRefund) * "isUser") as "numRecurringMonthlyOldDonationsFromUsers",

SUM(recurringMonthlyOld * (isNotRefund + isRefund) * "isOrg") as "numRecurringMonthlyOldDonationsFromOrgs",

SUM(recurringMonthlyNew * (isNotRefund + isRefund)) as "numRecurringMonthlyNewDonations",

SUM(recurringMonthlyNew * (isNotRefund + isRefund) * "isUser") as "numRecurringMonthlyNewDonationsFromUsers",

SUM(recurringMonthlyNew * (isNotRefund + isRefund) * "isOrg") as "numRecurringMonthlyNewDonationsFromOrgs",

/* annually */

SUM(recurringAnnuallyTotal * (isNotRefund + isRefund)) as "numRecurringAnnualDonations",

SUM(recurringAnnuallyTotal * (isNotRefund + isRefund) * "isUser") as "numRecurringAnnuallyTotalDonationsFromUsers",

SUM(recurringAnnuallyTotal * (isNotRefund + isRefund) * "isOrg") as "numRecurringAnnuallyTotalDonationsFromOrgs",

SUM(recurringAnnuallyOld * isNotRefund) as "numRecurringAnnuallyOldDonations",

SUM(recurringAnnuallyOld * isNotRefund * "isUser") as "numRecurringAnnuallyOldDonationsFromUsers",

SUM(recurringAnnuallyOld * isNotRefund * "isOrg") as "numRecurringAnnuallyOldDonationsFromOrgs",

SUM(recurringAnnuallyNew * (isNotRefund + isRefund)) as "numRecurringAnnuallyNewDonations",

SUM(recurringAnnuallyNew * (isNotRefund + isRefund) * "isUser") as "numRecurringAnnuallyNewDonationsFromUsers",

SUM(recurringAnnuallyNew * (isNotRefund + isRefund) * "isOrg") as "numRecurringAnnuallyNewDonationsFromOrgs",

/* one-time */

SUM(oneTimeDonations * (isNotRefund + isRefund)) as "numOneTimeDonations",

SUM(oneTimeDonations * (isNotRefund + isRefund) * "isUser") as "numOneTimeDonationsFromUsers",

SUM(oneTimeDonations * (isNotRefund + isRefund) * "isOrg") as "numOneTimeDonationsFromOrgs",

SUM(addedFunds) as "numAddedFunds",

SUM(totalExpensesRecorded) as "numExpensesPaid"

FROM conversions

GROUP BY "givenMonth"

ORDER BY "givenMonth"

SELECT

"hostCurrency",

-sum("platformFeeInHostCurrency") / 100 as "revenue",

date_trunc('month', "createdAt") as "month"

FROM "Transactions"

WHERE "OrderId" IS NOT NULL

AND type = 'CREDIT'

AND "deletedAt" IS NULL

AND "platformFeeInHostCurrency" < 0

GROUP BY "hostCurrency", "month"

ORDER BY month DESC

select

"currency",

sum("amount") as "origAmount",

date_trunc('month', "createdAt") as "givenMonth",

case

when "SubscriptionId" is Null THEN false

else true

end as "recurring"

from "Transactions"

where "type" = 'DONATION' and "PaymentMethodId" is NOT NULL

GROUP BY "currency", "givenMonth", "recurring"

Note: it doesn't include expenses (yet).

select

t."GroupId",

g."name",

t."txnCurrency",

sum(t."amount") as "origAmount",

date_trunc('month', t."createdAt") as "givenMonth",

cast(sum(t."platformFeeInTxnCurrency") as FLOAT)/100 as "platformFee",

cast(sum(t."hostFeeInTxnCurrency") AS FLOAT)/100 as "hostFee",

cast(sum(t."paymentProcessorFeeInTxnCurrency") AS FLOAT)/100 as "stripeFee",

cast(sum(t."amountInTxnCurrency") as FLOAT)/100 as "totalDonationsInTxnCurrency",

count(t."id") as "numDonations"

from "Transactions" t

LEFT JOIN "Groups" g on t."GroupId" = g."id"

where "type" = 'DONATION' and "txnCurrency" IS NOT NULL and "PaymentMethodId" is NOT NULL

GROUP By t."GroupId", g."name", t."txnCurrency", "givenMonth"

ORDER BY t."GroupId"

You'll need to update the month start and end dates to run it for a particular month and update %name for different organizatons.

select

t."GroupId",

g."name",

sum(t."amount") as "origAmount",

cast(sum(t."platformFeeInTxnCurrency") as FLOAT)/100 as "platformFee",

cast(sum(t."hostFeeInTxnCurrency") AS FLOAT)/100 as "hostFee",

cast(sum(t."paymentProcessorFeeInTxnCurrency") AS FLOAT)/100 as "stripeFee",

cast(sum(t."amountInTxnCurrency") as FLOAT)/100 as "totalDonationsInTxnCurrency",

count(t."id") as "numDonations"

from "Transactions" t

LEFT JOIN "Groups" g on t."GroupId" = g."id"

where

g."slug" like 'wwcode%' and

t."createdAt" between '2016/05/01' and '2016/05/31'

GROUP By t."GroupId", g."name"

ORDER BY t."GroupId"

Change UserId to other hosts to find out for anyone else.

select

cast(COALESCE(sum(t."netAmountInGroupCurrency"), 0) as float)/100 as "hostBalance"

from "UserGroups" ug

left join "Transactions" t on t."GroupId" = ug."GroupId"

where (ug."UserId" = 40 or ug."UserId" = 772)

and ug.role like 'HOST'

and ug."GroupId" not in (1, 7, 34) /* remove opencollective, tipbox and ispcwa (because it's negative) */

and t."deletedAt" is null

with recentdonations as (

SELECT distinct("DonationId")

FROM "Transactions"

WHERE "createdAt" between '2016/10/29' and '2016/11/30'

and "DonationId" is not null and "deletedAt" is null

)

select

d.id as "DonationId",

d."UserId" as "UserId",

d."GroupId" as "GroupId",

d.amount as "Amount",

d."createdAt" as "DonationCreatedAt",

d.currency as currency

from "Donations" d

left join "Subscriptions" s on d."SubscriptionId" = s.id

where

d.id not in (select "DonationId" from recentdonations)

and d."deletedAt" is null

and s."deletedAt" is null

and s."isActive" = true

and d."isProcessed" = true

order by currency;

Last modified 3yr ago