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added support for multiple accounts in the budget detail table

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Peter Wood
2023-03-06 11:58:49 -05:00
parent f07d5a4c7c
commit 1214176dba
3 changed files with 42 additions and 15 deletions
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31
postgres/procedures/import_budget_from_csv.sql
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@@ -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;