From 635e83a1604a4533ccc5ee673fe38c6b93a249b7 Mon Sep 17 00:00:00 2001
From: Peter Wood <peter@peterwood.dev>
Date: Tue, 23 Sep 2025 15:39:57 -0400
Subject: [PATCH] refactor runbal view to include transaction ID and improve
 formatting

---
 postgres/views/runbal.sql | 35 ++++++++++++++---------------------
 1 file changed, 14 insertions(+), 21 deletions(-)

diff --git a/postgres/views/runbal.sql b/postgres/views/runbal.sql
index 4ea2726..4d2a1fb 100644
--- a/postgres/views/runbal.sql
+++ b/postgres/views/runbal.sql
@@ -1,22 +1,15 @@
-drop view if exists public.runbal;
+-- public.runbal source
 
-create view public.runbal as
-select
-  acct.acct_bank_name as account_bank_name,
-  acct.acct_type as account_type,
-  acct.acct_number as account_number,
-  acct.acct_friendly_name as account_friendly_name,
-  trx.trx_date as transaction_date,
-  trx.trx_description as transaction_description,
-  trx.trx_amount::numeric(8, 2) as transaction_amount,
-  to_char(trx.trx_date, 'day') transaction_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 trx
-  join public.accounts acct using (acct_id)
\ No newline at end of file
+CREATE OR REPLACE VIEW public.runbal
+AS SELECT acct.institution_name AS account_bank_name,
+    acct.acct_type AS account_type,
+    acct.acct_number AS account_number,
+    acct.friendly_name AS account_friendly_name,
+    trx.trx_date AS transaction_date,
+    trx.trx_description AS transaction_description,
+    trx.trx_amount::numeric(8,2) AS transaction_amount,
+    to_char(trx.trx_date::timestamp with time zone, 'day'::text) AS transaction_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) AS running_bal,
+    trx.trx_id as transaction_id
+   FROM budgetdetails trx
+     JOIN accounts acct USING (acct_id);
\ No newline at end of file