initial commit

.gitignore

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+.vs/*
+budget.sqlproj

functions/fn_GetHoliday.sql

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+use Leo
+go
+
+alter function dbo.fn_GetHoliday (@date date)
+  returns varchar(50)
+as
+begin
+  declare @s varchar(50)
+
+  select @s =
+    case
+      when dbo.fn_ShiftHolidayToWorkday(cast(yr as varchar) + '-01-01') = @date
+        then 'New Year'
+      when dbo.fn_ShiftHolidayToWorkday(cast(yr + 1 as varchar) + '-01-01') = @date
+        then 'New Year'
+      when mn = 1 and DayOfMonth between 15 and 21 and DayName = 'Monday'
+        then 'Martin Luther King Jr Day'
+      when mn = 2 and DayOfMonth between 15 and 21 and DayName = 'Monday'
+        then 'Presidents'' Day'
+      when mn = 5 and DayOfMonth >= 25 and DayName = 'Monday'
+        then 'Memorial Day'
+      when dbo.fn_ShiftHolidayToWorkday(cast(yr as varchar) + '-06-19') = @date
+        then 'Juneteenth'
+      when dbo.fn_ShiftHolidayToWorkday(cast(yr as varchar) + '-07-04') = @date
+        then 'Independence Day'
+      when mn = 9 and DayOfMonth <= 7 and DayName = 'Monday'
+        then 'Labor Day'
+      when dbo.fn_ShiftHolidayToWorkday(cast(yr as varchar) + '-11-11') = @date
+        then 'Veteran''s Day'
+      when mn = 10 and DayOfMonth between 8 and 14 and DayName = 'Monday'
+        then 'Columbus Day'
+      when mn = 11 and DayOfMonth between 22 and 28 and DayName = 'Thursday'
+        then 'Thanksgiving Day'
+      --when mn = 11 and DayOfMonth between 23 and 29 and DayName = 'Friday'
+      --  then 'Day After Thanksgiving'
+      when dbo.fn_ShiftHolidayToWorkday(cast(yr as varchar) + '-12-25') = @date
+        then 'Christmas Day'
+      --when dbo.fn_ShiftHolidayToWorkday(cast(yr as varchar) + '-12-31') = @date
+      --  then 'New Years Eve'
+      else null
+    end
+  from (
+    select
+      yr = year(@date),
+      mn = month(@date),
+      DayOfMonth = day(@date),
+      DayName = datename(weekday,@date)
+  ) c
+
+  return @s
+end
+go

functions/tvf_BudgetInPeriod.sql

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+use Leo
+go
+
+alter function dbo.tvf_BudgetInPeriod (
+  @str_dt date = null
+  , @end_dt date = null
+) returns table
+as return
+  select Id, TrxDate, TrxDate_ISO8601, TrxDescription, TrxAmount, RunningBal
+  from dbo.vw_BudgetRunningBalance
+  where TrxDate between isnull(@str_dt, dateadd(day, 1, eomonth(getDate(), -1))) and isnull(@end_dt, eomonth(getdate()))
+go

functions/tvf_GetHolidays.sql

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+use Leo
+go
+
+create FUNCTION dbo.tvf_GetHolidays(@year int)
+RETURNS TABLE
+AS
+RETURN (
+  select dt, dbo.fn_GetHoliday(dt) as Holiday
+  from (
+    select dateadd(day, number, convert(varchar,@year) + '-01-01') dt
+    from master..spt_values
+    where type='p'
+  ) d
+  where year(dt) = @year and dbo.fn_GetHoliday(dt) is not null
+)

procedures/proc_CreateTransaction.sql

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+use Leo
+go
+
+create proc dbo.proc_CreateTransaction (
+  @date date, @description varchar(200), @amount decimal(11,2)
+)
+as
+begin
+  set @date = isnull(@date, getdate())
+
+  insert into dbo.BUDGET_DETAIL (TrxDate, TrxDescription, TrxAmount)
+  select @date, @description, @amount
+
+  select SCOPE_IDENTITY()
+end
+go

procedures/proc_GetTransactions.sql

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+use Leo
+go
+
+alter proc dbo.proc_GetTransactions (
+  @yr smallint = null, @mo smallint = null
+)
+as
+begin
+  set @yr = isnull(@yr, year(getdate()))
+  set @mo = isnull(@mo, month(getdate()))
+
+  select Id, TrxDate, TrxDate_ISO8601, TrxDescription, TrxAmount, RunningBal
+  from dbo.vw_BudgetRunningBalance
+  where
+    YEAR(TrxDate) = @yr
+    and MONTH(TrxDate) = @mo
+end
+go

procedures/proc_MonthlyIncomeExpense.sql

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+use Leo
+go
+
+alter PROCEDURE dbo.proc_MonthlyIncomeExpense (
+  @p_Year smallint
+)
+AS
+
+with credit as (
+  SELECT
+    det.TrxDate
+    , ctg.CtgDescription
+    , det.TrxAmount
+    , YR=year(det.TrxDate)
+    , MO=month(det.TrxDate)
+  FROM
+    dbo.BUDGET_CATEGORY ctg
+    JOIN BUDGET_DETAIL det ON ctg.CtgDescription = det.TrxDescription
+  WHERE
+    ctg.CtgCredit = 1
+    and year(det.TrxDate) = @p_Year
+)
+, debit as (
+  select
+    det.TrxDescription
+    , det.TrxDate
+    , det.TrxAmount
+    , YR=year(det.TrxDate)
+    , MO=month(det.TrxDate)
+  from
+    dbo.BUDGET_DETAIL det
+    left join dbo.BUDGET_CATEGORY ctg on ctg.CtgDescription = det.TrxDescription
+  where
+    year(det.TrxDate) = @p_Year
+    and det.TrxDescription <> 'Initial Balance'
+    and det.TrxAmount <> 0
+    and isnull(CtgCredit, 0) = 0
+)
+
+select
+  crd.YR
+  , crd.MO
+  , EXPENSES=dbt.TTL
+  , INCOME=crd.TTL
+  , TTL=crd.TTL+dbt.TTL
+from (
+    select YR, MO, TTL=sum(credit.TrxAmount) from credit group by YR, MO
+  ) crd
+  join (
+    select YR, MO, TTL=sum(debit.TrxAmount) from debit group by YR, MO
+  ) dbt on crd.YR = dbt.YR and crd.MO = dbt.MO
+
+return
+go

procedures/proc_UpdateHolidaysTable.sql

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+use Leo
+go
+
+alter proc dbo.proc_UpdateHolidaysTable
+as
+if not exists(select TABLE_NAME from INFORMATION_SCHEMA.TABLES where TABLE_NAME = 'HOLIDAYS')
+  create table dbo.HOLIDAYS(dt date primary key clustered, Holiday varchar(50))
+
+declare @year int = 2019
+
+while @year < year(getdate()) + 40
+begin
+  insert into dbo.Holidays(dt, Holiday)
+  select fhol.dt, fhol.Holiday
+  from
+    dbo.tvf_GetHolidays(@year) fhol
+    left join dbo.Holidays tbh on fhol.dt = tbh.dt
+  where fhol.dt is null
+
+  set @year = @year + 1
+end
+go

tables/BUDGET_CATEGORY.sql

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+use Leo
+go
+
+if object_id('dbo.BUDGET_CATEGORY', 'U') is not null
+	drop table dbo.BUDGET_CATEGORY
+go
+
+CREATE TABLE dbo.BUDGET_CATEGORY
+(
+	CtgId smallint IDENTITY(1,1) NOT NULL
+	, CtgDescription varchar(200) NULL
+	, CtgCredit bit default 0
+)
+GO

tables/BUDGET_DETAIL.sql

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+use Leo
+go
+
+if object_id('dbo.BUDGET_DETAIL', 'U') is not null
+	drop table dbo.BUDGET_DETAIL
+go
+
+create table dbo.BUDGET_DETAIL
+(
+  TrxId int identity not null
+  , TrxDescription varchar(200) not null
+  , TrxDate date not null
+  , TrxAmount decimal(9,2)
+  , InsertDtTm datetime default CURRENT_TIMESTAMP
+)

tables/HOLIDAYS.sql

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+use Leo
+go
+
+CREATE TABLE dbo.HOLIDAYS
+(
+  dt date NOT NULL,
+  Holiday varchar(50) NULL,
+  PRIMARY KEY CLUSTERED (
+    dt ASC
+  )
+)
+GO

views/vw_BudgetRunningBalance.sql

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+use Leo
+go
+
+create view dbo.vw_BUDGET_RUNNING_BAL 
+as 
+select 
+	BDT_DATE, BDT_DESCRIPTION, BDT_AMOUNT
+	, sum(BDT_AMOUNT) over(order by BDT_DATE, BDT_AMOUNT desc rows unbounded preceding) RUNNING_BAL
+from dbo.BUDGET_DETAIL

views/vw_CurrentMonthBudget.sql

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+use Leo
+go
+
+create view dbo.vw_CURR_MONTH_BUDGET
+as
+select * 
+from dbo.vw_BUDGET_RUNNING_BAL
+where BDT_DATE between dateadd(DAY, 1, EOMONTH(getDate(), -1)) and eomonth(getDate())