From e6770c243b77df1b505dd2815feea0c802f149eb Mon Sep 17 00:00:00 2001
From: Paul Trowbridge <ptrowbridge@hc-comapnies.com>
Date: Mon, 24 Sep 2018 16:47:38 -0400
Subject: [PATCH] convert rollfoward to function

---
 schema/functions/rollforward.sql | 171 +++++++++++++++----------------
 1 file changed, 85 insertions(+), 86 deletions(-)

diff --git a/schema/functions/rollforward.sql b/schema/functions/rollforward.sql
index 4148262..c79503b 100644
--- a/schema/functions/rollforward.sql
+++ b/schema/functions/rollforward.sql
@@ -1,88 +1,87 @@
-WITH
---min and max periods
-minmax AS (
-    SELECT
-    (SELECT lower(dur) FROM evt.fspr WHERE id = '2018.08') mind
-    ,(SELECT lower(dur) FROM evt.fspr WHERE id = '2018.11') maxd
-)
---list each period in min and max
-,prng AS (
-    SELECT 
-        id
-        ,dur
-        ,prop
-    FROM
-        evt.fspr f
-        CROSS JOIN minmax
-    WHERE
-        lower(f.dur) >= mind
-        AND lower(f.dur) <= maxd
-)
---get every account involved in target range
-,arng AS (
-    SELECT DISTINCT
-        acct
-    FROM
-        evt.bal b
-        INNER JOIN prng ON
-            prng.id = b.fspr
-)
-,bld AS (
-    WITH RECURSIVE rf (acct, id, dur, propr, obal, debits, credits, cbal) AS
-    (
-        SELECT
-            a.acct
-            ,f.id
-            ,f.dur
-            ,f.prop
-            ,COALESCE(b.obal,0)::numeric(12,2)
-            ,COALESCE(b.debits,0)::numeric(12,2)
-            ,COALESCE(b.credits,0)::numeric(12,2)
-            ,COALESCE(b.cbal,0)::numeric(12,2)
+CREATE FUNCTION evt.balrf(_mind tstzrange, _maxd tstzrange) RETURNS void AS
+$func$
+BEGIN
+    WITH
+    --list each period in min and max
+    prng AS (
+        SELECT 
+            id
+            ,dur
+            ,prop
         FROM
-            arng a
-            INNER JOIN evt.fspr f ON
-                lower(f.dur) = (SELECT mind FROM minmax)
-            LEFT OUTER JOIN evt.bal b ON
-                b.acct = a.acct
-                AND b.fspr = f.id
-        
-        UNION ALL
-
-        SELECT
-            rf.acct
-            ,f.id
-            ,f.dur
-            ,f.prop
-            ,rf.cbal
-            ,COALESCE(b.debits,0)::numeric(12,2)
-            ,COALESCE(b.credits,0)::numeric(12,2)
-            ,(rf.cbal + 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
+            evt.fspr f
         WHERE
-            lower(f.dur) <= (SELECT maxd FROM minmax)
-    ) 
-    select * from rf
-)
-INSERT INTO
-    evt.bal
-SELECT
-    acct
-    ,id
-    ,obal
-    ,debits
-    ,credits
-    ,cbal
-FROM 
-    bld
-ON CONFLICT ON CONSTRAINT bal_pk DO UPDATE SET
-    obal = EXCLUDED.obal
-    ,debits = EXCLUDED.debits
-    ,credits = EXCLUDED.credits
-    ,cbal = EXCLUDED.cbal
\ No newline at end of file
+            f.dur >= _mind
+            AND f.dur <= _maxd
+    )
+    --get every account involved in target range
+    ,arng AS (
+        SELECT DISTINCT
+            acct
+        FROM
+            evt.bal b
+            INNER JOIN prng ON
+                prng.id = b.fspr
+    )
+    ,bld AS (
+        WITH RECURSIVE rf (acct, id, dur, propr, obal, debits, credits, cbal) AS
+        (
+            SELECT
+                a.acct
+                ,f.id
+                ,f.dur
+                ,f.prop
+                ,COALESCE(b.obal,0)::numeric(12,2)
+                ,COALESCE(b.debits,0)::numeric(12,2)
+                ,COALESCE(b.credits,0)::numeric(12,2)
+                ,COALESCE(b.cbal,0)::numeric(12,2)
+            FROM
+                arng a
+                INNER JOIN evt.fspr f ON
+                    lower(f.dur) = (SELECT mind FROM minmax)
+                LEFT OUTER JOIN evt.bal b ON
+                    b.acct = a.acct
+                    AND b.fspr = f.id
+            
+            UNION ALL
+
+            SELECT
+                rf.acct
+                ,f.id
+                ,f.dur
+                ,f.prop
+                ,rf.cbal
+                ,COALESCE(b.debits,0)::numeric(12,2)
+                ,COALESCE(b.credits,0)::numeric(12,2)
+                ,(rf.cbal + 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) <= (SELECT maxd FROM minmax)
+        ) 
+        select * from rf
+    )
+    INSERT INTO
+        evt.bal
+    SELECT
+        acct
+        ,id
+        ,obal
+        ,debits
+        ,credits
+        ,cbal
+    FROM 
+        bld
+    ON CONFLICT ON CONSTRAINT bal_pk DO UPDATE SET
+        obal = EXCLUDED.obal
+        ,debits = EXCLUDED.debits
+        ,credits = EXCLUDED.credits
+        ,cbal = EXCLUDED.cbal;
+END;
+$func$
+LANGUAGE plpgsql
\ No newline at end of file