made data element names more consistent

This commit is contained in:
Peter Wood
2023-03-09 20:24:58 -05:00
parent a63a2cf8f4
commit a494709cc5
4 changed files with 33 additions and 37 deletions

View File

@@ -26,16 +26,13 @@ raise notice 'INPUT: % p_start = %; % p_end = %;', E'\n', p_start, E'\n', p_end;
return query return query
select select
bl.bank_name, bl.account_type, bl.account_number, bl.friendly_name as account_friendly_name bl.account_bank_name, bl.account_type, bl.account_number, bl.account_friendly_name
, bl.trx_date as transaction_date, bl.trx_description as transaction_description, bl.trx_amount as transaction_amount , bl.transaction_date, bl.transaction_description, bl.transaction_amount
, bl.day_of_week as transaction_day_of_week, bl.running_bal , bl.transaction_day_of_week, bl.running_bal
from public.runbal bl from public.runbal bl
where where
lower(bl.friendly_name) = trim(lower(p_account_name)) lower(bl.account_friendly_name) = trim(lower(p_account_name))
and bl.trx_date between p_start and p_end; and bl.transaction_date between p_start and p_end;
end; end;
$$; $$;

View File

@@ -2,10 +2,10 @@ drop table if exists public.accounts cascade;
CREATE TABLE public.accounts( CREATE TABLE public.accounts(
acct_id serial, acct_id serial,
bank_name varchar(50) not null, acct_bank_name varchar(50) not null,
account_type varchar(50) not null, acct_type varchar(50) not null,
account_number varchar(20) null, acct_number varchar(20) null,
friendly_name varchar(50) null, acct_friendly_name varchar(50) null,
insert_dt_tm timestamp null default now(), insert_dt_tm timestamp null default now(),
PRIMARY KEY( acct_id ) PRIMARY KEY( acct_id )
); );

View File

@@ -5,15 +5,15 @@ union all
select 'Detail' as TBL, count(1) as REC_CNT from public.budgetdetails; select 'Detail' as TBL, count(1) as REC_CNT from public.budgetdetails;
select acct.friendly_name, count(1) as "Number of Transactions" select acct.acct_friendly_name, count(1) as "Number of Transactions"
from from
public.budgetdetails trx public.budgetdetails trx
inner join public.accounts acct using(acct_id) inner join public.accounts acct using(acct_id)
group by acct.friendly_name group by acct.acct_friendly_name
select select
acct.friendly_name acct.acct_friendly_name
, extract(year from trx.trx_date) trx_year , extract(year from trx.trx_date) trx_year
, lower(trx.trx_description) trx_description , lower(trx.trx_description) trx_description
, avg(abs(trx.trx_amount))::numeric(7,2) avg_amt , avg(abs(trx.trx_amount))::numeric(7,2) avg_amt
@@ -27,36 +27,35 @@ from
where where
trx.trx_date <= current_date trx.trx_date <= current_date
and abs(trx.trx_amount) > 0 and abs(trx.trx_amount) > 0
-- and lower(acct.friendly_name) like '%savings' -- and lower(acct.account_friendly_name) like '%savings'
group by group by
trx_year, acct.friendly_name, lower(trx_description) trx_year, acct.acct_friendly_name, lower(trx_description)
having having
count(1) > 2 count(1) > 2
order by order by
trx_year desc trx_year desc
, acct.friendly_name , acct.acct_friendly_name
, rec_cnt desc , rec_cnt desc
, lower(trx.trx_description); , lower(trx.trx_description);
select select
bal.friendly_name bal.account_friendly_name
, bal.trx_date , bal.transaction_date
, bal.day_of_week , bal.transaction_day_of_week
, age(trx_date, current_date) as days_from_today , age(transaction_date, current_date) as days_from_today
, bal.trx_description , bal.transaction_description
, bal.trx_amount , bal.transaction_amount
, bal.running_bal , bal.running_bal
from from
public.runbal bal public.runbal bal
where where
lower(account_type) = 'checking' lower(account_friendly_name) = 'joint checking'
and trx_date between and transaction_date between
(current_date - interval '1 week') (current_date - interval '1 week')
and ( and (
current_date + interval '3 weeks' current_date + interval '3 weeks'
)::date )::date
; ;

View File

@@ -3,14 +3,14 @@ drop view if exists public.runbal;
create view public.runbal create view public.runbal
as as
select select
acct.bank_name acct.acct_bank_name as account_bank_name
, acct.account_type , acct.acct_type as account_type
, acct.account_number , acct.acct_number as account_number
, acct.friendly_name , acct.acct_friendly_name as account_friendly_name
, trx.trx_date , trx.trx_date as transaction_date
, trx.trx_description , trx.trx_description as transaction_description
, trx.trx_amount::numeric(8,2) , trx.trx_amount::numeric(8,2) as transaction_amount
, to_char(trx.trx_date, 'day') day_of_week , to_char(trx.trx_date, 'day') transaction_day_of_week
, sum(trx.trx_amount) , sum(trx.trx_amount)
over( over(
partition by trx.acct_id partition by trx.acct_id