jl/schema/functions/rollforward.sql
2018-09-25 12:58:29 -04:00

104 lines
2.7 KiB
SQL

--CREATE FUNCTION evt.balrf() RETURNS void AS
DO
$func$
DECLARE
_mind timestamptz;
_maxd timestamptz;
BEGIN
--get last accounts touched and last rollforward if available
SELECT
--get last rollforward, if none, use earliest period touched
COALESCE(
MAX(lower(dur)) FILTER (WHERE prop @> '{"rf":"global"}'::jsonb)
,MIN(lower(dur)) FILTER (WHERE prop @> '{"gltouch":"yes"}'::jsonb)
) maxd
--max period touched
,MAX(lower(dur)) FILTER (WHERE prop @> '{"gltouch":"yes"}'::jsonb) maxd
INTO
_mind
,_maxd
FROM
evt.fspr;
WITH
--list each period in min and max
prng AS (
SELECT
id
,dur
,prop
FROM
evt.fspr f
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, obal, debits, credits, cbal) AS
(
SELECT
a.acct
,f.id
,f.dur
,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) = _mind
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
,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) <= _maxd
)
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;
$func$;