dataflow/database/functions.sql

--
-- Dataflow Functions
-- Simple, clear functions for import and transformation
--

SET search_path TO dataflow, public;

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-- Function: import_records
-- Import data with automatic deduplication
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CREATE OR REPLACE FUNCTION import_records(
    p_source_name TEXT,
    p_data JSONB  -- Array of records
) RETURNS JSON AS $$
DECLARE
    v_dedup_fields TEXT[];
    v_record JSONB;
    v_dedup_key TEXT;
    v_inserted INTEGER := 0;
    v_duplicates INTEGER := 0;
    v_log_id INTEGER;
BEGIN
    -- Get dedup fields for this source
    SELECT dedup_fields INTO v_dedup_fields
    FROM dataflow.sources
    WHERE name = p_source_name;

    IF v_dedup_fields IS NULL THEN
        RETURN json_build_object(
            'success', false,
            'error', 'Source not found: ' || p_source_name
        );
    END IF;

    -- Process each record
    FOR v_record IN SELECT * FROM jsonb_array_elements(p_data)
    LOOP
        -- Generate dedup key
        v_dedup_key := dataflow.generate_dedup_key(v_record, v_dedup_fields);

        -- Try to insert (will fail silently if duplicate)
        BEGIN
            INSERT INTO dataflow.records (source_name, data, dedup_key)
            VALUES (p_source_name, v_record, v_dedup_key);

            v_inserted := v_inserted + 1;
        EXCEPTION WHEN unique_violation THEN
            v_duplicates := v_duplicates + 1;
        END;
    END LOOP;

    -- Log the import
    INSERT INTO dataflow.import_log (source_name, records_imported, records_duplicate)
    VALUES (p_source_name, v_inserted, v_duplicates)
    RETURNING id INTO v_log_id;

    RETURN json_build_object(
        'success', true,
        'imported', v_inserted,
        'duplicates', v_duplicates,
        'log_id', v_log_id
    );
END;
$$ LANGUAGE plpgsql;

COMMENT ON FUNCTION import_records IS 'Import records with automatic deduplication';

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-- Aggregate: jsonb_concat_obj
-- Merge JSONB objects across rows (later rows win on key conflicts)
-- Usage: jsonb_concat_obj(col ORDER BY sequence)
------------------------------------------------------
CREATE OR REPLACE FUNCTION dataflow.jsonb_merge(a JSONB, b JSONB)
RETURNS JSONB AS $$
    SELECT COALESCE(a, '{}') || COALESCE(b, '{}')
$$ LANGUAGE sql IMMUTABLE;

DROP AGGREGATE IF EXISTS dataflow.jsonb_concat_obj(JSONB);
CREATE AGGREGATE dataflow.jsonb_concat_obj(JSONB) (
    sfunc    = dataflow.jsonb_merge,
    stype    = JSONB,
    initcond = '{}'
);

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-- Function: apply_transformations
-- Apply all transformation rules to records (set-based)
------------------------------------------------------
DROP FUNCTION IF EXISTS apply_transformations(TEXT, INTEGER[]);
CREATE OR REPLACE FUNCTION apply_transformations(
    p_source_name TEXT,
    p_record_ids INTEGER[] DEFAULT NULL,  -- NULL = all eligible records
    p_overwrite   BOOLEAN  DEFAULT FALSE  -- FALSE = skip already-transformed, TRUE = overwrite all
) RETURNS JSON AS $$
WITH
-- All records to process
qualifying AS (
    SELECT id, data
    FROM dataflow.records
    WHERE source_name = p_source_name
      AND (p_overwrite OR transformed IS NULL)
      AND (p_record_ids IS NULL OR id = ANY(p_record_ids))
),
-- Mirror TPS rx: fan out one row per regex match, drive from rules → records
rx AS (
    SELECT
        q.id,
        r.name          AS rule_name,
        r.sequence,
        r.output_field,
        r.retain,
        r.function_type,
        COALESCE(mt.rn, rp.rn, 1) AS result_number,
        -- extract: build map_val and retain_val per match (mirrors TPS)
        CASE WHEN array_length(mt.mt, 1) = 1 THEN to_jsonb(mt.mt[1]) ELSE to_jsonb(mt.mt) END AS match_val,
        to_jsonb(rp.rp) AS replace_val
    FROM dataflow.rules r
    INNER JOIN qualifying q ON q.data ? r.field
    LEFT JOIN LATERAL regexp_matches(q.data ->> r.field, r.pattern, r.flags)
        WITH ORDINALITY AS mt(mt, rn) ON r.function_type = 'extract'
    LEFT JOIN LATERAL regexp_replace(q.data ->> r.field, r.pattern, r.replace_value, r.flags)
        WITH ORDINALITY AS rp(rp, rn) ON r.function_type = 'replace'
    WHERE r.source_name = p_source_name
      AND r.enabled = true
),
-- Aggregate match rows back into one value per (record, rule) — mirrors TPS agg_to_target_items
agg_matches AS (
    SELECT
        id,
        rule_name,
        sequence,
        output_field,
        retain,
        function_type,
        CASE function_type
            WHEN 'replace' THEN jsonb_agg(replace_val) -> 0
            ELSE
                CASE WHEN max(result_number) = 1
                    THEN jsonb_agg(match_val ORDER BY result_number) -> 0
                    ELSE jsonb_agg(match_val ORDER BY result_number)
                END
        END AS extracted
    FROM rx
    GROUP BY id, rule_name, sequence, output_field, retain, function_type
),
-- Join with mappings to find mapped output — mirrors TPS link_map
linked AS (
    SELECT
        a.id,
        a.sequence,
        a.output_field,
        a.retain,
        a.extracted,
        m.output AS mapped
    FROM agg_matches a
    LEFT JOIN dataflow.mappings m ON
        m.source_name = p_source_name
        AND m.rule_name = a.rule_name
        AND m.input_value = a.extracted
    WHERE a.extracted IS NOT NULL
),
-- Build per-rule output JSONB:
--   mapped  → use mapping output; also write output_field if retain = true
--   no map  → write extracted value to output_field
rule_output AS (
    SELECT
        id,
        sequence,
        CASE
            WHEN mapped IS NOT NULL THEN
                mapped ||
                CASE WHEN retain
                     THEN jsonb_build_object(output_field, extracted)
                     ELSE '{}'::jsonb
                END
            ELSE
                jsonb_build_object(output_field, extracted)
        END AS output
    FROM linked
),
-- Merge all rule outputs per record in sequence order — mirrors TPS agg_to_id
record_additions AS (
    SELECT
        id,
        dataflow.jsonb_concat_obj(output ORDER BY sequence) AS additions
    FROM rule_output
    GROUP BY id
),
-- Update all qualifying records; records with no rule matches get transformed = data
updated AS (
    UPDATE dataflow.records rec
    SET transformed    = rec.data || COALESCE(ra.additions, '{}'::jsonb),
        transformed_at = CURRENT_TIMESTAMP
    FROM qualifying q
    LEFT JOIN record_additions ra ON ra.id = q.id
    WHERE rec.id = q.id
    RETURNING rec.id
)
SELECT json_build_object('success', true, 'transformed', count(*))
FROM updated
$$ LANGUAGE sql;

COMMENT ON FUNCTION apply_transformations IS 'Apply transformation rules and mappings to records (set-based CTE)';

------------------------------------------------------
-- Function: get_all_values
-- All extracted values (mapped + unmapped) with counts and mapping output
------------------------------------------------------
DROP FUNCTION IF EXISTS get_all_values(TEXT, TEXT);
CREATE FUNCTION get_all_values(
    p_source_name TEXT,
    p_rule_name TEXT DEFAULT NULL
) RETURNS TABLE (
    rule_name TEXT,
    output_field TEXT,
    source_field TEXT,
    extracted_value JSONB,
    record_count BIGINT,
    sample JSONB,
    mapping_id INTEGER,
    output JSONB,
    is_mapped BOOLEAN
) AS $$
BEGIN
    RETURN QUERY
    WITH extracted AS (
        SELECT
            r.name AS rule_name,
            r.output_field,
            r.field AS source_field,
            rec.transformed->r.output_field AS extracted_value,
            rec.data AS record_data,
            row_number() OVER (
                PARTITION BY r.name, rec.transformed->r.output_field
                ORDER BY rec.id
            ) AS rn
        FROM dataflow.records rec
        CROSS JOIN dataflow.rules r
        WHERE
            rec.source_name = p_source_name
            AND r.source_name = p_source_name
            AND rec.transformed IS NOT NULL
            AND rec.transformed ? r.output_field
            AND (p_rule_name IS NULL OR r.name = p_rule_name)
            AND rec.data ? r.field
    ),
    aggregated AS (
        SELECT
            e.rule_name,
            e.output_field,
            e.source_field,
            e.extracted_value,
            count(*) AS record_count,
            jsonb_agg(e.record_data ORDER BY e.rn) FILTER (WHERE e.rn <= 5) AS sample
        FROM extracted e
        GROUP BY e.rule_name, e.output_field, e.source_field, e.extracted_value
    )
    SELECT
        a.rule_name,
        a.output_field,
        a.source_field,
        a.extracted_value,
        a.record_count,
        a.sample,
        m.id AS mapping_id,
        m.output,
        (m.id IS NOT NULL) AS is_mapped
    FROM aggregated a
    LEFT JOIN dataflow.mappings m ON
        m.source_name = p_source_name
        AND m.rule_name = a.rule_name
        AND m.input_value = a.extracted_value
    ORDER BY a.record_count DESC;
END;
$$ LANGUAGE plpgsql;

COMMENT ON FUNCTION get_all_values IS 'All extracted values with record counts and mapping output (single query for All tab)';

------------------------------------------------------
-- Function: get_unmapped_values
-- Find extracted values that need mappings
------------------------------------------------------
DROP FUNCTION IF EXISTS get_unmapped_values(TEXT, TEXT);
CREATE FUNCTION get_unmapped_values(
    p_source_name TEXT,
    p_rule_name TEXT DEFAULT NULL
) RETURNS TABLE (
    rule_name TEXT,
    output_field TEXT,
    source_field TEXT,
    extracted_value JSONB,
    record_count BIGINT,
    sample JSONB
) AS $$
BEGIN
    RETURN QUERY
    WITH extracted AS (
        SELECT
            r.name AS rule_name,
            r.output_field,
            r.field AS source_field,
            rec.transformed->r.output_field AS extracted_value,
            rec.data AS record_data,
            row_number() OVER (
                PARTITION BY r.name, rec.transformed->r.output_field
                ORDER BY rec.id
            ) AS rn
        FROM
            dataflow.records rec
            CROSS JOIN dataflow.rules r
        WHERE
            rec.source_name = p_source_name
            AND r.source_name = p_source_name
            AND rec.transformed IS NOT NULL
            AND rec.transformed ? r.output_field
            AND (p_rule_name IS NULL OR r.name = p_rule_name)
            AND rec.data ? r.field
    )
    SELECT
        e.rule_name,
        e.output_field,
        e.source_field,
        e.extracted_value,
        count(*) AS record_count,
        jsonb_agg(e.record_data ORDER BY e.rn) FILTER (WHERE e.rn <= 5) AS sample
    FROM extracted e
    WHERE NOT EXISTS (
        SELECT 1 FROM dataflow.mappings m
        WHERE m.source_name = p_source_name
          AND m.rule_name = e.rule_name
          AND m.input_value = e.extracted_value
    )
    GROUP BY e.rule_name, e.output_field, e.source_field, e.extracted_value
    ORDER BY count(*) DESC;
END;
$$ LANGUAGE plpgsql;

COMMENT ON FUNCTION get_unmapped_values IS 'Find extracted values that need mappings defined';

------------------------------------------------------
-- Function: reprocess_records
-- Clear and reapply transformations
------------------------------------------------------
CREATE OR REPLACE FUNCTION reprocess_records(p_source_name TEXT)
RETURNS JSON AS $$
    -- Overwrite all records directly — no clear step, mirrors TPS srce_map_overwrite
    SELECT dataflow.apply_transformations(p_source_name, NULL, TRUE)
$$ LANGUAGE sql;

COMMENT ON FUNCTION reprocess_records IS 'Clear and reapply all transformations for a source';

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-- Function: generate_source_view
-- Build a typed flat view in dfv schema
------------------------------------------------------
CREATE OR REPLACE FUNCTION generate_source_view(p_source_name TEXT)
RETURNS JSON AS $$
DECLARE
    v_config  JSONB;
    v_fields  JSONB;
    v_field   JSONB;
    v_cols    TEXT := '';
    v_sql     TEXT;
    v_view    TEXT;
BEGIN
    SELECT config INTO v_config
    FROM dataflow.sources
    WHERE name = p_source_name;

    IF v_config IS NULL OR NOT (v_config ? 'fields') OR jsonb_array_length(v_config->'fields') = 0 THEN
        RETURN json_build_object('success', false, 'error', 'No schema fields defined for this source');
    END IF;

    v_fields := v_config->'fields';

    FOR v_field IN SELECT * FROM jsonb_array_elements(v_fields)
    LOOP
        IF v_cols != '' THEN v_cols := v_cols || ', '; END IF;

        IF v_field->>'expression' IS NOT NULL THEN
            -- Computed expression: substitute {fieldname} refs with (transformed->>'fieldname')::type
            -- e.g. "{Amount} * {sign}" → "(transformed->>'Amount')::numeric * (transformed->>'sign')::numeric"
            DECLARE
                v_expr    TEXT := v_field->>'expression';
                v_ref     TEXT;
                v_cast    TEXT := COALESCE(NULLIF(v_field->>'type', ''), 'numeric');
            BEGIN
                WHILE v_expr ~ '\{[^}]+\}' LOOP
                    v_ref  := substring(v_expr FROM '\{([^}]+)\}');
                    v_expr := replace(v_expr, '{' || v_ref || '}',
                                      format('(transformed->>%L)::numeric', v_ref));
                END LOOP;
                v_cols := v_cols || format('%s AS %I', v_expr, v_field->>'name');
            END;
        ELSE
            CASE v_field->>'type'
                WHEN 'date' THEN
                    v_cols := v_cols || format('(transformed->>%L)::date AS %I',
                        v_field->>'name', v_field->>'name');
                WHEN 'numeric' THEN
                    v_cols := v_cols || format('(transformed->>%L)::numeric AS %I',
                        v_field->>'name', v_field->>'name');
                ELSE
                    v_cols := v_cols || format('transformed->>%L AS %I',
                        v_field->>'name', v_field->>'name');
            END CASE;
        END IF;
    END LOOP;

    CREATE SCHEMA IF NOT EXISTS dfv;

    v_view := 'dfv.' || quote_ident(p_source_name);

    EXECUTE format('DROP VIEW IF EXISTS %s', v_view);

    v_sql := format(
        'CREATE VIEW %s AS SELECT %s FROM dataflow.records WHERE source_name = %L AND transformed IS NOT NULL',
        v_view, v_cols, p_source_name
    );

    EXECUTE v_sql;

    RETURN json_build_object('success', true, 'view', v_view, 'sql', v_sql);
END;
$$ LANGUAGE plpgsql;

COMMENT ON FUNCTION generate_source_view IS 'Generate a typed flat view in dfv schema from source config.fields';

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-- Summary
------------------------------------------------------
-- Functions: 4 simple, focused functions
--   1. import_records - Import with deduplication
--   2. apply_transformations - Apply rules and mappings
--   3. get_unmapped_values - Find values needing mappings
--   4. reprocess_records - Re-transform all records
--
-- Each function does ONE thing clearly
-- No complex nested CTEs
-- Easy to understand and debug
------------------------------------------------------