finish initial gl_insert function

db_deploy.sql

@@ -167,3 +167,48 @@ CREATE TRIGGER log_insert
     REFERENCING NEW TABLE AS ins 
     FOR EACH STATEMENT 
     EXECUTE PROCEDURE evt.log_insert();
+
+---------------------------handle new gl lines----------------------------------------
+
+CREATE OR REPLACE FUNCTION evt.gl_insert() RETURNS trigger
+    LANGUAGE plpgsql
+    AS 
+    $func$
+    BEGIN
+        WITH
+        agg AS (
+            SELECT
+                acct
+                ,fspr
+                ,coalesce(sum(amount) FILTER (WHERE amount > 0),0) debits
+                ,coalesce(sum(amount) FILTER (WHERE amount < 0),0) credits
+            FROM
+                ins
+            GROUP BY
+                acct
+                ,fspr
+        )
+        INSERT INTO
+            evt.bal
+        SELECT
+            acct
+            ,fspr
+            ,0 obal
+            ,debits
+            ,credits
+            ,debits + credits
+        FROM
+            agg
+        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;
+        RETURN NULL;
+    END;
+    $func$;
+
+CREATE TRIGGER gl_insert 
+    AFTER INSERT ON evt.gl
+    REFERENCING NEW TABLE AS ins 
+    FOR EACH STATEMENT
+    EXECUTE PROCEDURE evt.gl_insert();

schema/triggers/gl_insert.sql

@@ -4,15 +4,14 @@ CREATE OR REPLACE FUNCTION evt.gl_insert() RETURNS trigger
     LANGUAGE plpgsql
     AS 
     $func$
-    --upsert gl balance
+    BEGIN
-    --if a new period is created roll any gaps
         WITH
         agg AS (
             SELECT
                 acct
                 ,fspr
-            ,sum(amount) FILTER (WHERE amount > 0) debits
+                ,coalesce(sum(amount) FILTER (WHERE amount > 0),0) debits
-            ,sum(amount) FILTER (WHERE amount < 0) credits
+                ,coalesce(sum(amount) FILTER (WHERE amount < 0),0) credits
             FROM
                 ins
             GROUP BY
@@ -24,13 +23,22 @@ CREATE OR REPLACE FUNCTION evt.gl_insert() RETURNS trigger
         SELECT
             acct
             ,fspr
-        ,0
+            ,0 obal
             ,debits
             ,credits
             ,debits + credits
         FROM
             agg
-    ON CONFLICT ON CONSTRAINT PRIMARY KEY DO UPDATE SET
+        ON CONFLICT ON CONSTRAINT bal_pk DO UPDATE SET
-        debits = debits + EXCLUDED.debits
+            debits = evt.bal.debits + EXCLUDED.debits
-        ,credits = credits + EXCLUDED.credits
+            ,credits = evt.bal.credits + EXCLUDED.credits
-        ,cbal = cbal + debits + credits
+            ,cbal = evt.bal.cbal + EXCLUDED.debits + EXCLUDED.credits;
+        RETURN NULL;
+    END;
+    $func$;
+
+CREATE TRIGGER gl_insert 
+    AFTER INSERT ON evt.gl
+    REFERENCING NEW TABLE AS ins 
+    FOR EACH STATEMENT
+    EXECUTE PROCEDURE evt.gl_insert();