Database

[{"_id":{"$oid":"5ffd62eedf2075dfc5a5b0b8"},"portfolio":"4086_ClearCreek","ruleDescription":"Maximum Moody's Rating Factor Test","failureLevel":3,"failureCategory":"","hasHoldings":true,"summaryStatus":1,"summaryStatusLabel":"Failure","ruleType":1,"ruleSource":0,"ruleValueType":0,"testValue":"3673","limitValue":"2400","limitOperator":"<=","testRoom":"-1273","numeratorValue":"185278281.19","denominatorValue":"680407923070.46","ruleCategory":"Collateral Quality","topLevelFilter":{"id":"5fd1bd7868d7ac4e211a7642","type":"WSO CMP Dataset","name":"Clear Creek CLO, LTD._Clear Creek Test Data Set_Initial"},"executionDateTime":"2021-01-12T08:50:54.103"},{"_id":{"$oid":"5ffd62eedf2075dfc5a5b0b9"},"portfolio":"4086_ClearCreek","ruleDescription":"Maximum Moody's Rating Factor Test","failureLevel":3,"failureCategory":"","hasHoldings":true,"summaryStatus":0,"summaryStatusLabel":"Failure","ruleType":1,"ruleSource":0,"ruleValueType":0,"testValue":"3673","limitValue":"2400","limitOperator":"<=","testRoom":"-1273","numeratorValue":"185278281.19","denominatorValue":"680407923070.46","ruleCategory":"Collateral Quality","topLevelFilter":{"id":"5fd1bd7868d7ac4e211a7642","type":"WSO CMP Dataset","name":"Clear Creek CLO, LTD._Clear Creek Test Data Set_Initial"},"executionDateTime":"2021-01-12T08:50:54.103"},{"_id":{"$oid":"5ffd62eedf2075dfc5a5b0b1"},"portfolio":"4086_ClearCreek","ruleDescription":"Maximum Moody's Rating Factor Test","failureLevel":3,"failureCategory":"","hasHoldings":true,"summaryStatus":0,"summaryStatusLabel":"Failure","ruleType":1,"ruleSource":0,"ruleValueType":0,"testValue":"3673","limitValue":"2400","limitOperator":"<=","testRoom":"-1273","numeratorValue":"185278281.19","denominatorValue":"680407923070.46","ruleCategory":"Collateral Quality","topLevelFilter":{"id":"5fd1bd7868d7ac4e211a7643","type":"WSO CMP Dataset","name":"Clear Creek CLO, LTD._Clear Creek Test Data Set_Initial"},"executionDateTime":"2021-01-12T08:50:54.103"}]

Query

db.collection.aggregate([{$group:{_id:{ruleCategory:"$ruleCategory",topLevelFilter:"$topLevelFilter.id"},name:{$first:"$topLevelFilter.name"},summaryStatus:{$first:"$summaryStatus"},pass:{$sum:{$cond:[{$eq:["$summaryStatus",1]},1,0]}},warn:{$sum:{$cond:[{$eq:["$summaryStatus",2]},1,0]}},fail:{$sum:{$cond:[{$eq:["$summaryStatus",0]},1,0]}}}},{$group:{_id:"$_id.ruleCategory",pass:{$sum:"$pass"},warn:{$sum:"$warn"},fail:{$sum:"$fail"},portfolio:{$push:{id:"$_id.topLevelFilter",name:"$name",summary:"$summaryStatus",pass:"$pass",warn:"$warn",fail:"$fail"}}}}])

Result