added support for multiple accounts

postgres/procedures/import_budget_from_csv.sql

@@ -1,6 +1,7 @@
-create or replace procedure import_budget_from_csv()
+
+create or replace procedure public.import_budget_from_csv()
 language plpgsql
-as $procedure$
+as $$
 begin
 
 truncate table public.budgetimport;
@@ -9,10 +10,10 @@ copy
 	public.budgetimport(dt, amount, description)
 from
 	'/usr/share/budget.csv'
-delimiter ',' 
-csv 
-header;
-commit;
-end;
-$procedure$;
+delimiter ',' csv header;
+
+end
+$$;
+
 GRANT EXECUTE ON PROCEDURE public.update_budget_from_import() TO acedanger;
+GRANT EXECUTE ON PROCEDURE public.update_budget_from_import() TO budgetuser;

postgres/tables/accounts.sql

@@ -1,4 +1,4 @@
-drop table if exists public.accounts;
+drop table if exists public.accounts cascade;
 
 CREATE TABLE public.accounts(
 	acct_id serial,
@@ -6,14 +6,20 @@ CREATE TABLE public.accounts(
 	account_type varchar(50) not null,
 	account_number varchar(20) null,
 	friendly_name varchar(50) null,
-	insert_dt_tm timestamp default now(),
+	insert_dt_tm timestamp null default now(),
 	PRIMARY KEY( acct_id )
 );
 
-INSERT INTO public.accounts (bank_name, account_type, friendly_name) values
-('Bank of America', 'Checking', 'Joint Checking')
-, ('Ally', 'Savings', 'Joint Savings')
-, ('Ally', 'Savings', 'Vacation Savings')
+-- Permissions
 
-select * from public.accounts a 
+ALTER TABLE public.accounts OWNER TO acedanger;
+GRANT ALL ON TABLE public.accounts TO acedanger;
+GRANT ALL ON TABLE public.accounts TO budgetuser;
 
+-- Populate table
+truncate public.accounts;
+
+INSERT INTO public.accounts (bank_name, account_type, friendly_name, account_number) values
+('Bank of America', 'Checking', 'Joint Checking', '4581')
+, ('Ally', 'Savings', 'Joint Savings', '9969')
+, ('Ally', 'Savings', 'Vacation Savings', '6268')

postgres/tables/budgetdetails.sql

@@ -1,15 +1,17 @@
 -- public.budgetdetails definition
 
 -- Drop table
-DROP TABLE public.budgetdetails;
+DROP table if exists public.budgetdetails cascade;
 
 CREATE TABLE public.budgetdetails (
-	trxid uuid NOT NULL DEFAULT uuid_generate_v4(),
-	trxdescription text NOT NULL,
-	trxdate date NOT NULL,
-	trxamount money NOT NULL,
-	insertdttm timestamp NULL DEFAULT now(),
-	CONSTRAINT budgetdetails_pkey PRIMARY KEY (trxid)
+	trx_id uuid NOT NULL DEFAULT uuid_generate_v4(),
+	trx_description text NOT NULL,
+	trx_date date NOT NULL,
+	trx_amount numeric NOT NULL,
+	acct_id int NULL, 
+	insert_dt_tm timestamp NULL DEFAULT now(),
+	primary key ( trx_id ),
+	constraint fk_acct foreign key ( acct_id ) references public.accounts(acct_id) on delete set null
 );
 
 -- Permissions

postgres/temp.sql

@@ -1,46 +1,44 @@
 
 /*
-truncate table budgetdetails;
-
 CALL public.import_budget_from_csv();
 CALL public.update_budget_from_import();
+select 'Import' as TBL, count(1) as REC_CNT from public.budgetimport
+union all
+select 'Detail' as TBL, count(1) as REC_CNT from public.budgetdetails;
 */
 
 
 select 
-	lower(trxdescription) trxdescription
-	, avg(abs(trxamount)) avg_amt
-	, min(abs(trxamount)) min_amt
-	, max(abs(trxamount)) max_amt
-	, count(trxdescription) rec_cnt
+	lower(trx_description) trx_description
+	, avg(abs(trx_amount))::numeric(7,2) avg_amt
+	, count(trx_description) rec_cnt
+	, min(abs(trx_amount))::numeric(7,2) min_amt
+	, max(abs(trx_amount))::numeric(7,2) max_amt
 from
 	public.budgetdetails b
 where 
-	trxdate <= current_date
-	and abs(trxamount) > 0
+	trx_date <= current_date
+	and abs(trx_amount) > 0
 group by
-	lower(trxdescription)
+	lower(trx_description)
 having
 	count(1) > 2
 order by
 	rec_cnt desc
-	, trxdescription;
+	, trx_description;
 
 
 select 
-	bal.trxdate
+	bal.trx_date
 	, bal.day_of_week
-	, age(trxdate, current_date) as days_from_today
-	, bal.trxdescription
-	, bal.trxamount
-	, bal.runningbal
+	, age(trx_date, current_date) as days_from_today
+	, bal.trx_description
+	, bal.trx_amount
+	, bal.running_bal
 from
 	public.runbal bal
 where 
-	trxdate between current_date and (
-		current_date + interval '2 weeks'
+	trx_date between current_date and (
+		current_date + interval '3 weeks'
 	)::date
 ;
-
-select * from budgetimport b 
-where dt like '2023-03%'

postgres/views/runbal.sql

@@ -1,18 +1,21 @@
-drop view public.runbal;
+drop view if exists public.runbal;
 
 create view public.runbal 
 as 
 select
-	trxdate
-	, trxdescription
-	, trxamount
-	, to_char(trxdate, 'day') day_of_week
-	, sum(trxamount) over(
+	acct.bank_name 
+	, acct.account_type 
+	, acct.account_number 
+	, acct.friendly_name
+	, det.trx_date
+	, det.trx_description
+	, det.trx_amount::numeric(8,2) 
+	, to_char(det.trx_date, 'day') day_of_week
+	, sum(det.trx_amount) over(
 			order by
-				trxdate
-				, trxamount desc rows unbounded preceding
-			) runningbal
+				det.trx_date
+				, det.trx_amount desc rows unbounded preceding
+			) running_bal
 from
-	public.budgetdetails
-
- 
+	public.budgetdetails det
+	join public.accounts acct using (acct_id)