Calculate social security contributions

Hello

This question is only out of curiosity.
I have a sum of money to be paid to a customer for a certain period.
Of this amount, I have to subtract the social security contributions. The percentage may change during the period of one month.

CREATE TABLE annuity(
 customer_id NUMBER
,amount NUMBER
,due_date DATE
,method_of_payment INTEGER
);
-- method_of_payment means the payment interval, e.g. 3 is quaterly
CREATE TABLE ssc(
 date_from DATE
,date_to DATE
,percentage NUMBER
);

INSERT INTO annuity (customer_id ,amount ,due_date ,method_of_payment)
    VALUES(1,1000,DATE '2012-01-01',3);
INSERT INTO annuity (customer_id ,amount ,due_date ,method_of_payment)
    VALUES(2,2000,DATE '2012-01-01',1);
INSERT INTO annuity (customer_id ,amount ,due_date ,method_of_payment)
    VALUES(3,3000,DATE '2012-01-01',6);

INSERT INTO ssc (date_from ,date_to ,percentage)
    VALUES (DATE '2011-12-01',DATE '2012-01-31',10);
INSERT INTO ssc (date_from ,date_to ,percentage)
    VALUES (DATE '2012-02-01',DATE '2012-05-31',20);
INSERT INTO ssc (date_from ,date_to ,percentage)
    VALUES (DATE '2012-06-01',NULL,30);

SELECT * FROM annuity;
SELECT * FROM ssc;

CUSTOMER_ID AMOUNT DUE_DATE   METHOD_OF_PAYMENT
----------- ------ ---------- -----------------
1           1000   01.01.2012 3
2           2000   01.01.2012 1
3           3000   01.01.2012 6

DATE_FROM  DATE_TO    PERCENTAGE
---------- ---------- ----------
01.12.2011 31.01.2012 10
01.02.2012 31.05.2012 20
01.06.2012            30

So far, I do the following:
I generate each month interval end_date and payment
I can not use CONNECT BY LEVEL < = method_of_payment, because I want to calculate for more then a single customer.
The method with CAST (MULTISET... part of my box, which is filled with snippets of the Web ;-)

Eventually I reach the ssc of table for each month and summarize again.

WITH annuity_each_month AS (
    SELECT  customer_id
           ,due_date
           ,amount / method_of_payment amount_per_month
           ,ADD_MONTHS(
                 due_date
                ,(ROW_NUMBER() OVER (PARTITION BY customer_id,due_date ORDER BY NULL)-1)
                ) AS generated_date
    FROM    annuity
           ,TABLE(
                CAST(
                    MULTISET(SELECT NULL FROM dual CONNECT BY ROWNUM <= method_of_payment)
                    AS sys.dbms_debug_vc2coll
                    )
                ) t
     )
SELECT  ROUND(SUM(aem.amount_per_month * ssc.percentage / 100),2) ssc_payment
       ,aem.customer_id
       ,aem.due_date
FROM    annuity_each_month aem
        JOIN ssc
          ON (   ssc.date_from <= aem.generated_date
             AND (  ssc.date_to > aem.generated_date
                 OR ssc.date_to IS NULL
                 )
             )
GROUP BY aem.customer_id
        ,aem.due_date;

SSC_PAYMENT CUSTOMER_ID DUE_DATE                  
----------- ----------- ----------
200         2           01.01.2012                
600         3           01.01.2012                
166.67      1           01.01.2012

Does anyone know the other simple, elegant and efficient for calculating social security contributions?

Concerning
Marcus

Hello

Here's one way:

SELECT       a.customer_id
,       SUM ( a.amount
           * ssc.percentage
           * .01
           * MONTHS_BETWEEN ( LEAST    ( ADD_MONTHS ( a.due_date, a.method_of_payment)
                                         , NVL (ssc.date_to, DATE '9998-12-31') + 1
                           )
                            , GREATEST ( a.due_date
                                   , ssc.date_from
                           )
                      )
           / a.method_of_payment
           )          AS ssc_payment
FROM       annuity  a
JOIN       ssc          ON   a.due_date          <= NVL (ssc.date_to, DATE '9999-12-31')
                 and  ADD_MONTHS ( a.due_date
                              , a.method_of_payment
                         ) - 1     > ssc.date_from
GROUP BY  a.customer_id
ORDER BY  a.customer_id
;

Basically, this approach:
(a) between each line of annuity with each row overlapping of ssc
(b) estimated the number of months for this combination
(c) number of (b) is used in the calculation of the ssc_payment for this period
(d) all periods for the same customer totals.

This requires that everything works in units of 1 month; for example, a.due_date and ssc.date_from are still the first few months, and ssc.date_to is always at the end of a few months (or NULL). This approach can be adapted to work with everyday, or even fractions of a day.

Published by: Frank Kulash, may 2, 2012 08:20

Marwim wrote:
... I can not use CONNECT BY LEVEL<= method_of_payment,="" because="" i="" want="" to="" calculate="" it="" for="" more="" then="" one="">

You can use CONNECT BY if you want. When you use 'LEVEL '.<= x"="" as="" the="" only="" connect="" by="" condition,="" you="" usually="" want="" to="" use="" a="" table="" with="" only="" 1="" row.="" you="" could="" then="" join="" the="" results="" to="" the="" annuity="" table,="" with="" "lvl=""><= method_of_payment"="" as="" the="" join="">

Tags: Database

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