report corrections - conversions dollar amount

Author: reshmabidikar

.idea/misc.xml

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+# Conversions Total Dollar Amount Report
+
+Compute (monthly) the total revenue from subscriptions converting out of trial, grouped by tenant and billing period.
+
+The snapshot view is: `v_report_conversions_total_dollar_monthly`
+
+## Timeline configuration
+
+```
+curl -v \
+     -X POST \
+     -u admin:password \
+     -H "X-Killbill-ApiKey:bob" \
+     -H "X-Killbill-ApiSecret:lazar" \
+     -H 'Content-Type: application/json' \
+     -d '{"reportName": "report_conversions_total_dollar_monthly",
+          "reportType": "TIMELINE",
+          "reportPrettyName": "Conversions Total Dollar Amount",
+          "sourceTableName": "report_conversions_total_dollar_monthly",
+          "refreshProcedureName": "refresh_report_conversions_total_dollar_monthly",
+          "refreshFrequency": "DAILY"}' \
+     "http://127.0.0.1:8080/plugins/killbill-analytics/reports"
+```
+
+## Sample Data
+
+|Tenant Record Id|Day |Billing Period| Count|
+|--|--|--|--|
+|1|2025-06-01  |WEEKLY |30|
+|1|2025-07-01  |MONTHLY |30|
+|1| 2025-07-01 |QUARTERLY |70|
+|6| 2025-01-01 |ANNUAL|200|
+|1| 2025-04-01 |MONTHLY|30|
+
+Here day represents the first day of the month representing that subscription's conversion month. So if the subscription converts from TRIAL to EVERGREEN phase on `2025-04-15`, the day will be `2025-04-01`.
+
+## Report UI:
+
+![conversion-total-dollar-amount.png](conversion-total-dollar-amount.png)

src/main/resources/reports/conversion-total-dollar-amount/README.md

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+create table report_conversions_total_dollar_monthly as select * from v_report_conversions_total_dollar_monthly limit 0;
+
+drop procedure if exists refresh_report_conversions_total_dollar_monthly;
+DELIMITER //
+CREATE PROCEDURE refresh_report_conversions_total_dollar_monthly()
+BEGIN
+
+DECLARE EXIT HANDLER FOR SQLEXCEPTION ROLLBACK;
+DECLARE EXIT HANDLER FOR SQLWARNING ROLLBACK;
+
+SET TRANSACTION ISOLATION LEVEL READ UNCOMMITTED;
+START TRANSACTION;
+  delete from report_conversions_total_dollar_monthly;
+  insert into report_conversions_total_dollar_monthly select * from v_report_conversions_total_dollar_monthly;
+COMMIT;
+
+END;
+//
+DELIMITER ;

src/main/resources/reports/conversion-total-dollar-amount/conversion-total-dollar-amount.png

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+create or replace view v_report_conversions_total_dollar_monthly as
+select
+  ast.tenant_record_id,
+  date_format(next_start_date, '%Y-%m-01') day,
+  next_billing_period billing_period,
+  round(sum(converted_next_price)) count
+from analytics_subscription_transitions ast
+join (
+    select distinct tenant_record_id, bundle_id
+    from analytics_invoice_items
+    where invoice_original_amount_charged > 0
+      and invoice_balance = 0
+) paid_bundles
+  on ast.bundle_id = paid_bundles.bundle_id
+ and ast.tenant_record_id = paid_bundles.tenant_record_id
+where report_group = 'default'
+  and next_service = 'entitlement-service'
+  and prev_phase = 'TRIAL'
+  and next_phase != 'TRIAL'
+  and event not like 'STOP_ENTITLEMENT%'
+group by 1,2,3;