add running collateral & loan balances

col_balance.pgsql

@@ -0,0 +1,17 @@
+
+SELECT 
+    id,
+    rec->>'id',
+    r.*,
+    CASE "Schedule#"
+        WHEN '02IN Raw Material' THEN 13097563.42
+        WHEN '03IN Finished Goods' THEN 35790696.52
+        ELSE 0
+    END + SUM("Sales"+"Credits & Adjustments"-"Gross Collections") OVER (ORDER BY "PostDate" ASC, rec->>'id' ASC)
+FROM 
+    tps.trans
+    LEFT JOIN LATERAL jsonb_populate_record(null::tps.pncl, rec) r ON TRUE
+WHERE 
+    rec @> '{"Schedule#":"01AR"}' 
+ORDER BY 
+    r."PostDate" asc

loan_bal.pgsql

@@ -0,0 +1,12 @@
+
+SELECT 
+    r.*,
+    SUM(r."Advances"+r."Adjustments"-r."Payments") OVER (ORDER BY r."Post Date" asc ,r."Reference #" asc)
+FROM 
+    tps.trans
+    LEFT JOIN LATERAL jsonb_populate_record(null::tps.pnco, rec) r ON TRUE
+WHERE 
+    rec @> '{"Loan#":"606780191"}' 
+ORDER BY 
+    r."Post Date" asc
+    ,r."Reference #" asc