try adding balance cascade to gl insert

db_deploy.sql

@@ -193,6 +193,7 @@ CREATE OR REPLACE FUNCTION evt.gl_insert() RETURNS trigger
                 acct
                 ,fspr
         )
+        ,ins AS (
             INSERT INTO
                 evt.bal
             SELECT
@@ -207,26 +208,10 @@ CREATE OR REPLACE FUNCTION evt.gl_insert() RETURNS trigger
             ON CONFLICT ON CONSTRAINT bal_pk DO UPDATE SET
                 debits = evt.bal.debits + EXCLUDED.debits
                 ,credits = evt.bal.credits + EXCLUDED.credits
-            ,cbal = evt.bal.cbal + EXCLUDED.debits + EXCLUDED.credits;
+                ,cbal = evt.bal.cbal + EXCLUDED.debits + EXCLUDED.credits
-        RETURN NULL;
+            RETURNING *
-    END;
+        )
-    $func$;
+        ,seq AS (
-
-CREATE TRIGGER gl_insert 
-    AFTER INSERT ON evt.gl
-    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
@@ -313,8 +298,10 @@ CREATE OR REPLACE FUNCTION evt.bal_insert() RETURNS trigger
     END;
     $func$;
 
-CREATE TRIGGER bal_insert 
+CREATE TRIGGER gl_insert 
-    AFTER INSERT ON evt.bal
+    AFTER INSERT ON evt.gl
     REFERENCING NEW TABLE AS ins 
     FOR EACH STATEMENT
-    EXECUTE PROCEDURE evt.bal_insert();
+    EXECUTE PROCEDURE evt.gl_insert();
+
+COMMIT;

schema/triggers/gl_insert.sql

@@ -18,6 +18,7 @@ CREATE OR REPLACE FUNCTION evt.gl_insert() RETURNS trigger
                 acct
                 ,fspr
         )
+        ,ins AS (
             INSERT INTO
                 evt.bal
             SELECT
@@ -33,6 +34,90 @@ CREATE OR REPLACE FUNCTION evt.gl_insert() RETURNS trigger
                 debits = evt.bal.debits + EXCLUDED.debits
                 ,credits = evt.bal.credits + EXCLUDED.credits
                 ,cbal = evt.bal.cbal + EXCLUDED.debits + EXCLUDED.credits;
+        )
+        ,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
+                            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
+                        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
+            ,id
+            ,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;
     $func$;