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added function to get transactions for a period of time

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Peter Wood
2023-03-09 20:02:01 -05:00
parent 1214176dba
commit a63a2cf8f4
2 changed files with 76 additions and 19 deletions
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52
postgres/temp.sql
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@@ -1,39 +1,47 @@
select get_account_id('Bank of America', '4581')
CALL public.import_budget_from_csv();
CALL public.update_budget_from_import('bank of america', '4581');
select 'Import' as TBL, count(1) as REC_CNT from public.budgetimport
union all
select 'Detail' as TBL, count(1) as REC_CNT from public.budgetdetails;
select acct_id, count(1)
from public.budgetdetails b
group by acct_id
select acct.friendly_name, count(1) as "Number of Transactions"
from
public.budgetdetails trx
inner join public.accounts acct using(acct_id)
group by acct.friendly_name
select
lower(trx_description) trx_description
, avg(abs(trx_amount))::numeric(7,2) avg_amt
, count(trx_description) rec_cnt
, min(abs(trx_amount))::numeric(7,2) min_amt
, max(abs(trx_amount))::numeric(7,2) max_amt
acct.friendly_name
, extract(year from trx.trx_date) trx_year
, lower(trx.trx_description) trx_description
, avg(abs(trx.trx_amount))::numeric(7,2) avg_amt
, count(trx.trx_description) rec_cnt
, min(abs(trx.trx_amount))::numeric(7,2) min_amt
, max(abs(trx.trx_amount))::numeric(7,2) max_amt
, sum(abs(trx.trx_amount))::numeric(9,2) ttl_amt
from
public.budgetdetails b
public.budgetdetails trx
inner join public.accounts acct using(acct_id)
where
trx_date <= current_date
and abs(trx_amount) > 0
trx.trx_date <= current_date
and abs(trx.trx_amount) > 0
-- and lower(acct.friendly_name) like '%savings'
group by
lower(trx_description)
trx_year, acct.friendly_name, lower(trx_description)
having
count(1) > 2
order by
rec_cnt desc
, trx_description;
trx_year desc
, acct.friendly_name
, rec_cnt desc
, lower(trx.trx_description);
select
bal.trx_date
bal.friendly_name
, bal.trx_date
, bal.day_of_week
, age(trx_date, current_date) as days_from_today
, bal.trx_description
@@ -42,9 +50,15 @@ select
from
public.runbal bal
where
trx_date between current_date and (
lower(account_type) = 'checking'
and trx_date between
(current_date - interval '1 week')
and (
current_date + interval '3 weeks'
)::date
;
select *
from public.get_transactions_for_period('joint checking', '3/1/2023'::date, '3/31/2023'::date)