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add trigger for balance inserts

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This commit is contained in:
Paul Trowbridge 2018-09-22 00:30:11 -04:00
parent a31c910bb7
commit 4869265ea3
2 changed files with 126 additions and 24 deletions
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110
db_deploy.sql
View File

@ -217,3 +217,113 @@ CREATE TRIGGER gl_insert
REFERENCING NEW TABLE AS ins
FOR EACH STATEMENT
EXECUTE PROCEDURE evt.gl_insert();
---------------------------handle balance updates----------------------------------------
CREATE OR REPLACE FUNCTION evt.bal_insert() RETURNS trigger
LANGUAGE plpgsql
AS
$func$
BEGIN
WITH
seq AS (
WITH RECURSIVE rf (acct, fspr, minrange, maxrange, dur, id, obal, debits, credits, cbal) AS
(
SELECT
rng.acct
,rng.fspr
,rng.minrange
,rng.maxrange
,f.dur
,f.id
,b.obal::numeric(12,2)
,b.debits::numeric(12,2)
,b.credits::numeric(12,2)
,b.cbal::numeric(12,2)
FROM
(
--for each item determine if a gap exists between new an previous period (if any)
SELECT
ins.acct
,ins.fspr
,lower(f.dur) dur
,CASE WHEN lower(f.dur) > max(lower(bp.dur)) THEN max(lower(bp.dur)) ELSE lower(f.dur) END minrange
,CASE WHEN lower(f.dur) < max(lower(bp.dur)) THEN max(lower(bp.dur)) ELSE lower(f.dur) END maxrange
FROM
(
SELECT
*
FROM
evt.bal
WHERE
fspr = '2018.11'
) ins
INNER JOIN evt.fspr f ON
f.id = ins.fspr
LEFT OUTER JOIN evt.bal b ON
b.acct = ins.acct
LEFT OUTER JOIN evt.fspr bp ON
bp.id = b.fspr
WHERE
b.fspr <> '2018.11'
GROUP BY
ins.acct
,ins.fspr
,f.dur
) rng
INNER JOIN evt.fspr f ON
lower(f.dur) = minrange
INNER JOIN evt.bal b ON
b.acct = rng.acct
AND b.fspr = f.id
UNION ALL
SELECT
rf.acct
,rf.fspr
,rf.minrange
,rf.maxrange
,f.dur
,f.id
,COALESCE(rf.cbal,0)::numeric(12,2)
,COALESCE(b.debits,0)::numeric(12,2)
,COALESCE(b.credits,0)::numeric(12,2)
,(COALESCE(rf.cbal,0) + COALESCE(b.debits,0) + COALESCE(b.credits,0))::numeric(12,2)
FROM
rf
INNER JOIN evt.fspr f ON
lower(f.dur) = upper(rf.dur)
LEFT OUTER JOIN evt.bal b ON
b.acct = rf.acct
AND b.fspr = f.id
WHERE
lower(f.dur) <= rf.maxrange
)
SELECT * FROM rf
)
INSERT INTO
evt.bal (Acct, fspr, obal, debits, credits, cbal)
SELECT
acct
,fspr
,obal
,debits
,credits
,cbal
FROM
seq
ON CONFLICT ON CONSTRAINT bal_pk DO UPDATE SET
obal = EXCLUDED.obal
,debits = EXCLUDED.debits
,credits = EXCLUDED.credits
,cbal = EXCLUDED.cbal;
RETURN NULL;
END;
$func$;
CREATE TRIGGER bal_insert
AFTER INSERT ON evt.bal
REFERENCING NEW TABLE AS ins
FOR EACH STATEMENT
EXECUTE PROCEDURE evt.bal_insert();

38
schema/triggers/bal_insert.sql
View File

@ -1,4 +1,4 @@
---------------------------handle new gl lines----------------------------------------
---------------------------handle balance updates----------------------------------------
CREATE OR REPLACE FUNCTION evt.bal_insert() RETURNS trigger
LANGUAGE plpgsql
@ -82,30 +82,22 @@ CREATE OR REPLACE FUNCTION evt.bal_insert() RETURNS trigger
)
SELECT * FROM rf
)
select * from seq
,xseq AS (
INSERT INTO
evt.bal (Acct, fspr, obal, debits, credits, cbal)
SELECT
rng.*
,fspr.id
,row_number() OVER (partition by rng.acct, rng.fspr ORDER BY lower(fspr.dur) ASC) rn
,coalesce(b.obal,0) obal
,coalesce(b.debits,0) debits
,coalesce(b.credits,0) credits
,coalesce(b.cbal,0) cbal
acct
,fspr
,obal
,debits
,credits
,cbal
FROM
rng
INNER JOIN evt.fspr ON
lower(fspr.dur) >= minrange
AND lower(fspr.dur) <= maxrange
LEFT OUTER JOIN evt.bal b ON
b.acct = rng.acct
AND b.fspr = fspr.id
ORDER BY
rng.acct
,rng.fspr
,rn
)
select * from seq
seq
ON CONFLICT ON CONSTRAINT bal_pk DO UPDATE SET
obal = EXCLUDED.obal
,debits = EXCLUDED.debits
,credits = EXCLUDED.credits
,cbal = EXCLUDED.cbal;
RETURN NULL;
END;
$func$;