added function to get transactions for a period of time

postgres/functions/get_transactions_for_period.sql

@@ -0,0 +1,43 @@
+drop function if exists public.get_transactions_for_period;
+
+create or replace function public.get_transactions_for_period(
+	p_account_name text
+	, p_start date 
+	, p_end date
+)
+returns table (
+	bank_name text
+	, account_type text
+	, account_number text
+	, account_friendly_name text
+	, transaction_date date
+	, transaction_description text
+	, transaction_amount numeric(8,2)
+	, transaction_day_of_week text
+	, running_bal numeric
+)
+LANGUAGE plpgsql
+AS $$
+begin
+	
+raise notice 'FUNCTION: get_transactions';
+-- E'\n' is new line
+raise notice 'INPUT: % p_start = %; % p_end = %;', E'\n', p_start, E'\n', p_end;
+
+return query 
+	select 
+		bl.bank_name, bl.account_type, bl.account_number, bl.friendly_name as account_friendly_name
+		, bl.trx_date as transaction_date, bl.trx_description as transaction_description, bl.trx_amount as transaction_amount
+		, bl.day_of_week as transaction_day_of_week, bl.running_bal
+	from public.runbal bl
+	where
+		lower(bl.friendly_name) = trim(lower(p_account_name))
+		and bl.trx_date between p_start and p_end;
+
+
+
+end;
+$$;
+
+GRANT EXECUTE ON function public.get_transactions_for_period(text, date, date) TO acedanger;
+GRANT EXECUTE ON function public.get_transactions_for_period(text, date, date) TO budgetuser;

postgres/temp.sql

@@ -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 
+select acct.friendly_name, count(1) as "Number of Transactions"
-group by acct_id 
+from 
+	public.budgetdetails trx
+	inner join public.accounts acct using(acct_id)
+group by acct.friendly_name 
 
 
 select 
-	lower(trx_description) trx_description
+	acct.friendly_name
-	, avg(abs(trx_amount))::numeric(7,2) avg_amt
+	, extract(year from trx.trx_date) trx_year
-	, count(trx_description) rec_cnt
+	,	lower(trx.trx_description) trx_description
-	, min(abs(trx_amount))::numeric(7,2) min_amt
+	, avg(abs(trx.trx_amount))::numeric(7,2) avg_amt
-	, max(abs(trx_amount))::numeric(7,2) max_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
+	trx.trx_date <= current_date
-	and abs(trx_amount) > 0
+	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_year desc
-	, trx_description;
+	, 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)