Reporting Improvements

common/src/main/scala/hmda/query/repository/InstitutionRepository.scala

@@ -0,0 +1,140 @@
+package hmda.query.repository
+
+import hmda.query.institution.InstitutionEntity
+import hmda.query.DbConfiguration._
+import hmda.query.repository.TableRepository
+import slick.basic.DatabaseConfig
+import slick.jdbc.JdbcProfile
+
+trait InstitutionComponent {
+
+  import dbConfig.profile.api._
+
+  class InstitutionsTable(tag: Tag, tableName: String) extends Table[InstitutionEntity](tag, tableName) {
+    def lei             = column[String]("lei", O.PrimaryKey)
+    def activityYear    = column[Int]("activity_year")
+    def agency          = column[Int]("agency")
+    def institutionType = column[Int]("institution_type")
+    def id2017          = column[String]("id2017")
+    def taxId           = column[String]("tax_id")
+    def rssd            = column[Int]("rssd")
+    def respondentName  = column[String]("respondent_name")
+    def respondentState = column[String]("respondent_state")
+    def respondentCity  = column[String]("respondent_city")
+    def parentIdRssd    = column[Int]("parent_id_rssd")
+    def parentName      = column[String]("parent_name")
+    def assets          = column[Long]("assets")
+    def otherLenderCode = column[Int]("other_lender_code")
+    def topHolderIdRssd = column[Int]("topholder_id_rssd")
+    def topHolderName   = column[String]("topholder_name")
+    def hmdaFiler       = column[Boolean]("hmda_filer")
+
+    def * =
+      (
+        lei,
+        activityYear,
+        agency,
+        institutionType,
+        id2017,
+        taxId,
+        rssd,
+        respondentName,
+        respondentState,
+        respondentCity,
+        parentIdRssd,
+        parentName,
+        assets,
+        otherLenderCode,
+        topHolderIdRssd,
+        topHolderName,
+        hmdaFiler
+      ) <> (InstitutionEntity.tupled, InstitutionEntity.unapply)
+  }
+
+  class InstitutionRepository(val databaseConfig: DatabaseConfig[JdbcProfile]) {
+    import databaseConfig.profile.api._
+    private val db = databaseConfig.db
+
+    //dynamic institution tables
+    val institutionsTable2018 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2018"))
+    val table2018         = institutionsTable2018
+
+    val institutionsTable2019 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2019"))
+    val table2019         = institutionsTable2019
+
+    val institutionsTable2020 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2020"))
+    val table2020         = institutionsTable2020
+
+    val institutionsTable2021 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2021"))
+    val table2021         = institutionsTable2021
+
+    val institutionsTable2022 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2022"))
+    val table2022         = institutionsTable2022
+
+    val institutionsTable2023 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2023"))
+    val table2023         = institutionsTable2023
+
+    val institutionsTable2024 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2024"))
+    val table2024         = institutionsTable2024
+
+    val institutionsTable2025 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2025"))
+    val table2025         = institutionsTable2025
+
+    val institutionsTable2026 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2026"))
+    val table2026         = institutionsTable2026
+
+    //snapshot tables    
+    val snapshotInstitutionsTable2024 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2024_snapshot_v3"))
+    val snapshotTable2024         = snapshotInstitutionsTable2024
+
+    val snapshotInstitutionsTable2025 = TableQuery[InstitutionsTable]((tag: Tag) => new InstitutionsTable(tag, "institutions2025_snapshot_06012026_v2"))
+    val snapshotTable2025         = snapshotInstitutionsTable2025
+
+
+    private def fetchYearTable(year: Int, snapshot: Boolean) = 
+    snapshot match {
+        case true =>
+            year match {
+                case 2018 => table2018
+                case 2019 => table2019
+                case 2020 => table2020
+                case 2021 => table2021
+                case 2022 => table2022
+                case 2023 => table2023
+                case 2024 => snapshotTable2024
+                case 2025 => snapshotTable2025
+                case _    => table2025
+            }
+        case false =>
+            year match {
+                case 2018 => table2018
+                case 2019 => table2019
+                case 2020 => table2020
+                case 2021 => table2021
+                case 2022 => table2022
+                case 2023 => table2023
+                case 2024 => table2024
+                case 2025 => table2025
+                case 2026 => table2026
+                case _    => table2025
+            }
+    }
+
+    def createSchema(year: Int) = db.run(fetchYearTable(year, false).schema.create)
+    def getYearTable(year: Int, snapshot: Boolean) = fetchYearTable(year, snapshot)
+
+    def findByLei(lei: String, year: Int, snapshot: Boolean) =
+      db.run(fetchYearTable(year, snapshot).filter(_.lei === lei).result)
+
+    def getAllFilers(year: Int, snapshot: Boolean) =
+      db.run(fetchYearTable(year, snapshot).filter(_.hmdaFiler === true).result)
+
+    def getFilteredFilers(bankFilterList: Array[String], year: Int, snapshot: Boolean) =
+      db.run(
+        fetchYearTable(year, snapshot)
+          .filter(_.hmdaFiler === true)
+          .filterNot(_.lei.toUpperCase inSet bankFilterList)
+          .result
+      )
+  }
+}

common/src/main/scala/hmda/query/repository/ModifiedLarRepository.scala

@@ -30,6 +30,19 @@ class ModifiedLarRepository(databaseConfig: DatabaseConfig[JdbcProfile]) {
       case _    => "modifiedlar2025"
     }
 
+  def fetchSnapshotYearTable(year: Int): String =
+    year match {
+      case 2018 => "modifiedlar2018"
+      case 2019 => "modifiedlar2019"
+      case 2020 => "modifiedlar2020"
+      case 2021 => "modifiedlar2021"
+      case 2022 => "modifiedlar2022"
+      case 2023 => "modifiedlar2023"
+      case 2024 => "modifiedlar2024_snapshot_v3"
+      case 2025 => "modifiedlar2025_snapshot_06022026"
+      case _    => "modifiedlar2025_snapshot_06022026"
+    }
+
   /**
     * Deletes entries in the Modified LAR table by their LEI
     * @param lei
@@ -41,6 +54,13 @@ class ModifiedLarRepository(databaseConfig: DatabaseConfig[JdbcProfile]) {
                          FROM #${fetchYearTable(filingYear)} WHERE lei = ${lei.toUpperCase}  AND msa_md <> 0 group by msa_md order by msa_md"""
         .as[(String, String)]
     }
+
+  def msaMdsSnapshot(lei: String, filingYear: Int): Future[Vector[(String, String)]] =
+    db.run {
+      sql"""SELECT  msa_md, case when msa_md = '99999' then 'NA' else max(msa_md_name) end
+                         FROM #${fetchSnapshotYearTable(filingYear)} WHERE lei = ${lei.toUpperCase}  AND msa_md <> 0 group by msa_md order by msa_md"""
+        .as[(String, String)]
+    }
 
   /**
     * Deletes entries in the Modified LAR table by their LEI

hmda-data-publisher/src/main/scala/hmda/publisher/query/component/InstitutionRepository.scala

@@ -12,6 +12,20 @@ class InstitutionRepository(
   override val table: TableQuery[InstitutionsTable])
   extends TableRepository[InstitutionsTable, String] {
 
+  def fetchYearTable(year: Int): String =
+    year match {
+      case 2018 => "institutions2018"
+      case 2019 => "institutions2019"
+      case 2020 => "institutions2020"
+      case 2021 => "institutions2021"
+      case 2022 => "institutions2022"
+      case 2023 => "institutions2023"
+      case 2024 => "institutions2024"
+      case 2025 => "institutions2025"
+      case 2026 => "institutions2026"
+      case _    => "institutions2025"
+    }
+
   override def getId(row: InstitutionsTable): config.profile.api.Rep[Id] =
     row.lei