From 1214176dba308d8a28a304809b99c4587b13dca7 Mon Sep 17 00:00:00 2001
From: Peter Wood <peter@peterwood.dev>
Date: Mon, 6 Mar 2023 11:58:49 -0500
Subject: [PATCH] added support for multiple accounts in the budget detail
 table

---
 .../procedures/import_budget_from_csv.sql     | 31 +++++++++++++++++--
 postgres/tables/budgetimport.sql              |  2 +-
 postgres/views/runbal.sql                     | 24 +++++++-------
 3 files changed, 42 insertions(+), 15 deletions(-)

diff --git a/postgres/procedures/import_budget_from_csv.sql b/postgres/procedures/import_budget_from_csv.sql
index 6dfdd03..e5f880b 100644
--- a/postgres/procedures/import_budget_from_csv.sql
+++ b/postgres/procedures/import_budget_from_csv.sql
@@ -1,9 +1,25 @@
 
-create or replace procedure public.import_budget_from_csv()
+create or replace procedure public.import_transactions_from_csv(
+	p_bank_name varchar
+	, p_bank_account_number varchar
+)
 language plpgsql
 as $$
+
+declare
+	_acct int;
+
 begin
 
+raise notice 'PROC: import_transactions_from_csv';
+raise notice 'INPUT: % p_bank_name = %; % p_bank_account_number = %;', E'\n', p_bank_name, E'\n', p_bank_account_number;
+
+_acct := public.get_account_id(p_bank_name, p_bank_account_number);
+
+if _acct is null then
+	raise exception 'could not get the account id for bank_name (%) and bank account number (%)', p_bank_name, p_bank_account_number;
+end if;
+
 truncate table public.budgetimport;
 
 copy
@@ -12,8 +28,17 @@ from
 	'/usr/share/budget.csv'
 delimiter ',' csv header;
 
+delete from public.budgetdetails where acct_id = _acct;
+insert into public.budgetdetails (trx_description, trx_date, trx_amount, acct_id)
+select
+	description
+	, cast(dt as date) as dt_converted
+	, amount
+	, _acct
+from public.budgetimport;
+
 end
 $$;
 
-GRANT EXECUTE ON PROCEDURE public.update_budget_from_import() TO acedanger;
-GRANT EXECUTE ON PROCEDURE public.update_budget_from_import() TO budgetuser;
+GRANT EXECUTE ON PROCEDURE public.import_transactions_from_csv(varchar, varchar) TO acedanger;
+GRANT EXECUTE ON PROCEDURE public.import_transactions_from_csv(varchar, varchar) TO budgetuser;
diff --git a/postgres/tables/budgetimport.sql b/postgres/tables/budgetimport.sql
index ad398dc..1b75d47 100644
--- a/postgres/tables/budgetimport.sql
+++ b/postgres/tables/budgetimport.sql
@@ -1,7 +1,7 @@
 DROP TABLE public.budgetimport;
 
 create table public.budgetimport (
-	dt bpchar(10) NULL,
+	dt bpchar(20) NULL,
 	amount numeric(10, 2) NULL,
 	description bpchar(200) NULL
 );
diff --git a/postgres/views/runbal.sql b/postgres/views/runbal.sql
index a9036ca..33a5188 100644
--- a/postgres/views/runbal.sql
+++ b/postgres/views/runbal.sql
@@ -3,19 +3,21 @@ drop view if exists public.runbal;
 create view public.runbal 
 as 
 select
-	acct.bank_name 
+	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
-				det.trx_date
-				, det.trx_amount desc rows unbounded preceding
-			) running_bal
+	, trx.trx_date
+	, trx.trx_description
+	, trx.trx_amount::numeric(8,2) 
+	, to_char(trx.trx_date, 'day') day_of_week
+	, sum(trx.trx_amount) 
+			over( 
+				partition by trx.acct_id 
+				order by
+					trx.trx_date
+					, trx.trx_amount desc rows unbounded preceding
+				) running_bal 
 from
-	public.budgetdetails det
+	public.budgetdetails trx
 	join public.accounts acct using (acct_id)