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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 language plpgsql
as $$ as $$
declare
_acct int;
begin 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; truncate table public.budgetimport;
copy copy
@@ -12,8 +28,17 @@ from
'/usr/share/budget.csv' '/usr/share/budget.csv'
delimiter ',' csv header; 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 end
$$; $$;
GRANT EXECUTE ON PROCEDURE public.update_budget_from_import() TO acedanger; GRANT EXECUTE ON PROCEDURE public.import_transactions_from_csv(varchar, varchar) 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 budgetuser;

2
postgres/tables/budgetimport.sql
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@@ -1,7 +1,7 @@
DROP TABLE public.budgetimport; DROP TABLE public.budgetimport;
create table public.budgetimport ( create table public.budgetimport (
dt bpchar(10) NULL, dt bpchar(20) NULL,
amount numeric(10, 2) NULL, amount numeric(10, 2) NULL,
description bpchar(200) NULL description bpchar(200) NULL
); );

24
postgres/views/runbal.sql
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@@ -3,19 +3,21 @@ drop view if exists public.runbal;
create view public.runbal create view public.runbal
as as
select select
acct.bank_name acct.bank_name
, acct.account_type , acct.account_type
, acct.account_number , acct.account_number
, acct.friendly_name , acct.friendly_name
, det.trx_date , trx.trx_date
, det.trx_description , trx.trx_description
, det.trx_amount::numeric(8,2) , trx.trx_amount::numeric(8,2)
, to_char(det.trx_date, 'day') day_of_week , to_char(trx.trx_date, 'day') day_of_week
, sum(det.trx_amount) over( , sum(trx.trx_amount)
order by over(
det.trx_date partition by trx.acct_id
, det.trx_amount desc rows unbounded preceding order by
) running_bal trx.trx_date
, trx.trx_amount desc rows unbounded preceding
) running_bal
from from
public.budgetdetails det public.budgetdetails trx
join public.accounts acct using (acct_id) join public.accounts acct using (acct_id)