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do recursive balance cascade

This commit is contained in:
Paul Trowbridge 2018-09-22 00:21:02 -04:00
parent 8102b007ac
commit a31c910bb7
1 changed files with 99 additions and 23 deletions
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122
schema/triggers/bal_insert.sql
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@ -6,30 +6,106 @@ CREATE OR REPLACE FUNCTION evt.bal_insert() RETURNS trigger
$func$
BEGIN
WITH
--incoming new accounts and any other periods used for the same accounts
rng AS (
--for each item determine if a gap exists between new an previous period (if any)
SELECT
ins.acct
,ins.fspr
,lower(f.dur) dur
,max(lower(bp.dur)) maxp
,min(lower(bp.dur)) minp
FROM
evt.bal 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 ins.fspr = '2018.11'
GROUP BY
ins.acct
,ins.fspr
,f.dur
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
)
select
select * from seq
,xseq AS (
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
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
RETURN NULL;
END;
$func$;