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Merge pull request #5 from fleetside72/map_set

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apply mappings
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fleetside72 2018-03-03 11:50:48 -05:00 committed by GitHub
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6 changed files with 674 additions and 1 deletions
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317
deploy/ubm_schema.sql
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@ -132,6 +132,258 @@ END;
$$;
--
-- Name: report_unmapped(text); Type: FUNCTION; Schema: tps; Owner: -
--
CREATE FUNCTION tps.report_unmapped(_srce text) RETURNS TABLE(source text, map text, ret_val jsonb, count bigint)
LANGUAGE plpgsql
AS $$
BEGIN
/*
first get distinct target json values
then apply regex
*/
RETURN QUERY
WITH
--------------------apply regex operations to transactions---------------------------------------------------------------------------------
rx AS (
SELECT
t.srce,
t.id,
t.rec,
m.target,
m.seq,
regex->>'function' regex_function,
e.v ->> 'field' result_key_name,
e.v ->> 'key' target_json_path,
e.v ->> 'flag' regex_options_flag,
e.v->>'map' map_intention,
e.v->>'retain' retain_result,
e.v->>'regex' regex_expression,
e.rn target_item_number,
COALESCE(mt.rn,rp.rn,1) result_number,
mt.mt rx_match,
rp.rp rx_replace,
--------------------------json key name assigned to return value-----------------------------------------------------------------------
CASE e.v->>'map'
WHEN 'y' THEN
e.v->>'field'
ELSE
null
END map_key,
--------------------------json value resulting from regular expression-----------------------------------------------------------------
CASE e.v->>'map'
WHEN 'y' THEN
CASE regex->>'function'
WHEN 'extract' THEN
CASE WHEN array_upper(mt.mt,1)=1
THEN to_json(mt.mt[1])
ELSE array_to_json(mt.mt)
END::jsonb
WHEN 'replace' THEN
to_jsonb(rp.rp)
ELSE
'{}'::jsonb
END
ELSE
NULL
END map_val,
--------------------------flag for if retruned regex result is stored as a new part of the final json output---------------------------
CASE e.v->>'retain'
WHEN 'y' THEN
e.v->>'field'
ELSE
NULL
END retain_key,
--------------------------push regex result into json object---------------------------------------------------------------------------
CASE e.v->>'retain'
WHEN 'y' THEN
CASE regex->>'function'
WHEN 'extract' THEN
CASE WHEN array_upper(mt.mt,1)=1
THEN to_json(trim(mt.mt[1]))
ELSE array_to_json(mt.mt)
END::jsonb
WHEN 'replace' THEN
to_jsonb(rtrim(rp.rp))
ELSE
'{}'::jsonb
END
ELSE
NULL
END retain_val
FROM
--------------------------start with all regex maps------------------------------------------------------------------------------------
tps.map_rm m
--------------------------isolate matching basis to limit map to only look at certain json---------------------------------------------
JOIN LATERAL jsonb_array_elements(m.regex->'where') w(v) ON TRUE
--------------------------break out array of regluar expressions in the map------------------------------------------------------------
JOIN LATERAL jsonb_array_elements(m.regex->'defn') WITH ORDINALITY e(v, rn) ON true
--------------------------join to main transaction table but only certain key/values are included--------------------------------------
INNER JOIN tps.trans t ON
t.srce = m.srce AND
t.rec @> w.v
--------------------------each regex references a path to the target value, extract the target from the reference and do regex---------
LEFT JOIN LATERAL regexp_matches(t.rec #>> ((e.v ->> 'key')::text[]), e.v ->> 'regex'::text,COALESCE(e.v ->> 'flag','')) WITH ORDINALITY mt(mt, rn) ON
m.regex->>'function' = 'extract'
--------------------------same as above but for a replacement type function------------------------------------------------------------
LEFT JOIN LATERAL regexp_replace(t.rec #>> ((e.v ->> 'key')::text[]), e.v ->> 'regex'::text, e.v ->> 'replace'::text,e.v ->> 'flag') WITH ORDINALITY rp(rp, rn) ON
m.regex->>'function' = 'replace'
WHERE
--t.allj IS NULL
t.srce = _srce AND
e.v @> '{"map":"y"}'::jsonb
--rec @> '{"Transaction":"ACH Credits","Transaction":"ACH Debits"}'
--rec @> '{"Description":"CHECK 93013270 086129935"}'::jsonb
/*
ORDER BY
t.id DESC,
m.target,
e.rn,
COALESCE(mt.rn,rp.rn,1)
*/
)
--SELECT * FROM rx LIMIT 100
, agg_to_target_items AS (
SELECT
srce
,id
,target
,seq
,map_intention
,regex_function
,target_item_number
,result_key_name
,target_json_path
,CASE WHEN map_key IS NULL
THEN
NULL
ELSE
jsonb_build_object(
map_key,
CASE WHEN max(result_number) = 1
THEN
jsonb_agg(map_val ORDER BY result_number) -> 0
ELSE
jsonb_agg(map_val ORDER BY result_number)
END
)
END map_val
,CASE WHEN retain_key IS NULL
THEN
NULL
ELSE
jsonb_build_object(
retain_key,
CASE WHEN max(result_number) = 1
THEN
jsonb_agg(retain_val ORDER BY result_number) -> 0
ELSE
jsonb_agg(retain_val ORDER BY result_number)
END
)
END retain_val
FROM
rx
GROUP BY
srce
,id
,target
,seq
,map_intention
,regex_function
,target_item_number
,result_key_name
,target_json_path
,map_key
,retain_key
)
--SELECT * FROM agg_to_target_items LIMIT 100
, agg_to_target AS (
SELECT
srce
,id
,target
,seq
,map_intention
,tps.jsonb_concat_obj(COALESCE(map_val,'{}'::JSONB)) map_val
,jsonb_strip_nulls(tps.jsonb_concat_obj(COALESCE(retain_val,'{}'::JSONB))) retain_val
FROM
agg_to_target_items
GROUP BY
srce
,id
,target
,seq
,map_intention
)
, agg_to_ret AS (
SELECT
srce
,target
,seq
,map_intention
,map_val
,retain_val
,count(*) "count"
FROM
agg_to_target
GROUP BY
srce
,target
,seq
,map_intention
,map_val
,retain_val
)
, link_map AS (
SELECT
a.srce
,a.target
,a.seq
,a.map_intention
,a.map_val
,a."count"
,a.retain_val
,v.map mapped_val
FROM
agg_to_ret a
LEFT OUTER JOIN tps.map_rv v ON
v.srce = a.srce AND
v.target = a.target AND
v.retval = a.map_val
)
SELECT
l.srce
,l.target
,l.map_val
,l."count"
FROM
link_map l
WHERE
l.mapped_val IS NULL
ORDER BY
l.srce
,l.target
,l."count" desc;
END;
$$;
--
-- Name: srce_import(text, text); Type: FUNCTION; Schema: tps; Owner: -
--
@ -748,6 +1000,71 @@ END
$_$;
--
-- Name: srce_map_val_set_multi(jsonb); Type: FUNCTION; Schema: tps; Owner: -
--
CREATE FUNCTION tps.srce_map_val_set_multi(_maps jsonb) RETURNS jsonb
LANGUAGE plpgsql
AS $_$
DECLARE
_message jsonb;
_MESSAGE_TEXT text;
_PG_EXCEPTION_DETAIL text;
_PG_EXCEPTION_HINT text;
BEGIN
WITH
-----------expand the json into a table------------------------------------------------------------------------------
t AS (
SELECT
jtr.*
FROM
jsonb_array_elements(_maps) ae(v)
JOIN LATERAL jsonb_to_record(ae.v) AS jtr(source text, map text, ret_val jsonb, mapped jsonb) ON TRUE
)
-----------do merge---------------------------------------------------------------------------------------------------
INSERT INTO
tps.map_rv
SELECT
t."source"
,t."map"
,t.ret_val
,t.mapped
FROM
t
ON CONFLICT ON CONSTRAINT map_rv_pk DO UPDATE SET
map = excluded.map;
-------return message--------------------------------------------------------------------------------------------------
_message:= jsonb_build_object('status','complete');
RETURN _message;
EXCEPTION WHEN OTHERS THEN
GET STACKED DIAGNOSTICS
_MESSAGE_TEXT = MESSAGE_TEXT,
_PG_EXCEPTION_DETAIL = PG_EXCEPTION_DETAIL,
_PG_EXCEPTION_HINT = PG_EXCEPTION_HINT;
_message:=
($$
{
"status":"fail",
"message":"error setting map value"
}
$$::jsonb)
||jsonb_build_object('message_text',_MESSAGE_TEXT)
||jsonb_build_object('pg_exception_detail',_PG_EXCEPTION_DETAIL);
RETURN _message;
END;
$_$;
--
-- Name: srce_set(text, jsonb); Type: FUNCTION; Schema: tps; Owner: -
--

16
functions/manual_expand_map_json.sql Normal file
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@ -0,0 +1,16 @@
/*---------------------------------------------------------------------------
turns a single json object into a table suitable for insert to tps.map_rv
this could facilitate a call to a function for inserting many rows from ui
----------------------------------------------------------------------------*/
WITH j AS (
select
$$
[{"source":"DCARD","map":"First 20","ret_val":{"f20": "DISCOUNT DRUG MART 3"},"mapped":{"party":"Discount Drug Mart","reason":"groceries"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "TARGET STOW OH"},"mapped":{"party":"Target","reason":"groceries"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "WALMART GROCERY 800-"},"mapped":{"party":"Walmart","reason":"groceries"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "CIRCLE K 05416 STOW "},"mapped":{"party":"Circle K","reason":"gasoline"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "TARGET.COM * 800-591"},"mapped":{"party":"Target","reason":"home supplies"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "ACME NO. 17 STOW OH"},"mapped":{"party":"Acme","reason":"groceries"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "AT&T *PAYMENT 800-28"},"mapped":{"party":"AT&T","reason":"internet"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "AUTOZONE #0722 STOW "},"mapped":{"party":"Autozone","reason":"auto maint"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "BESTBUYCOM8055267948"},"mapped":{"party":"BestBuy","reason":"home supplies"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "BUFFALO WILD WINGS K"},"mapped":{"party":"Buffalo Wild Wings","reason":"restaurante"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "CASHBACK BONUS REDEM"},"mapped":{"party":"Discover Card","reason":"financing"}},{"source":"DCARD","map":"First 20","ret_val":{"f20": "CLE CLINIC PT PMTS 2"},"mapped":{"party":"Cleveland Clinic","reason":"medical"}}]
$$::jsonb x
)
SELECT
jtr.*
FROM
j
LEFT JOIN LATERAL jsonb_array_elements(j.x) ae(v) ON TRUE
LEFT JOIN LATERAL jsonb_to_record(ae.v) AS jtr(source text, map text, ret_val jsonb, mapped jsonb) ON TRUE

254
functions/report_unmapped.sql Normal file
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@ -0,0 +1,254 @@
DROP FUNCTION tps.report_unmapped;
CREATE FUNCTION tps.report_unmapped(_srce text) RETURNS TABLE
(
source text,
map text,
ret_val jsonb,
"count" bigint
)
LANGUAGE plpgsql
AS
$f$
BEGIN
/*
first get distinct target json values
then apply regex
*/
RETURN QUERY
WITH
--------------------apply regex operations to transactions---------------------------------------------------------------------------------
rx AS (
SELECT
t.srce,
t.id,
t.rec,
m.target,
m.seq,
regex->>'function' regex_function,
e.v ->> 'field' result_key_name,
e.v ->> 'key' target_json_path,
e.v ->> 'flag' regex_options_flag,
e.v->>'map' map_intention,
e.v->>'retain' retain_result,
e.v->>'regex' regex_expression,
e.rn target_item_number,
COALESCE(mt.rn,rp.rn,1) result_number,
mt.mt rx_match,
rp.rp rx_replace,
--------------------------json key name assigned to return value-----------------------------------------------------------------------
CASE e.v->>'map'
WHEN 'y' THEN
e.v->>'field'
ELSE
null
END map_key,
--------------------------json value resulting from regular expression-----------------------------------------------------------------
CASE e.v->>'map'
WHEN 'y' THEN
CASE regex->>'function'
WHEN 'extract' THEN
CASE WHEN array_upper(mt.mt,1)=1
THEN to_json(mt.mt[1])
ELSE array_to_json(mt.mt)
END::jsonb
WHEN 'replace' THEN
to_jsonb(rp.rp)
ELSE
'{}'::jsonb
END
ELSE
NULL
END map_val,
--------------------------flag for if retruned regex result is stored as a new part of the final json output---------------------------
CASE e.v->>'retain'
WHEN 'y' THEN
e.v->>'field'
ELSE
NULL
END retain_key,
--------------------------push regex result into json object---------------------------------------------------------------------------
CASE e.v->>'retain'
WHEN 'y' THEN
CASE regex->>'function'
WHEN 'extract' THEN
CASE WHEN array_upper(mt.mt,1)=1
THEN to_json(trim(mt.mt[1]))
ELSE array_to_json(mt.mt)
END::jsonb
WHEN 'replace' THEN
to_jsonb(rtrim(rp.rp))
ELSE
'{}'::jsonb
END
ELSE
NULL
END retain_val
FROM
--------------------------start with all regex maps------------------------------------------------------------------------------------
tps.map_rm m
--------------------------isolate matching basis to limit map to only look at certain json---------------------------------------------
JOIN LATERAL jsonb_array_elements(m.regex->'where') w(v) ON TRUE
--------------------------break out array of regluar expressions in the map------------------------------------------------------------
JOIN LATERAL jsonb_array_elements(m.regex->'defn') WITH ORDINALITY e(v, rn) ON true
--------------------------join to main transaction table but only certain key/values are included--------------------------------------
INNER JOIN tps.trans t ON
t.srce = m.srce AND
t.rec @> w.v
--------------------------each regex references a path to the target value, extract the target from the reference and do regex---------
LEFT JOIN LATERAL regexp_matches(t.rec #>> ((e.v ->> 'key')::text[]), e.v ->> 'regex'::text,COALESCE(e.v ->> 'flag','')) WITH ORDINALITY mt(mt, rn) ON
m.regex->>'function' = 'extract'
--------------------------same as above but for a replacement type function------------------------------------------------------------
LEFT JOIN LATERAL regexp_replace(t.rec #>> ((e.v ->> 'key')::text[]), e.v ->> 'regex'::text, e.v ->> 'replace'::text,e.v ->> 'flag') WITH ORDINALITY rp(rp, rn) ON
m.regex->>'function' = 'replace'
WHERE
--t.allj IS NULL
t.srce = _srce AND
e.v @> '{"map":"y"}'::jsonb
--rec @> '{"Transaction":"ACH Credits","Transaction":"ACH Debits"}'
--rec @> '{"Description":"CHECK 93013270 086129935"}'::jsonb
/*
ORDER BY
t.id DESC,
m.target,
e.rn,
COALESCE(mt.rn,rp.rn,1)
*/
)
--SELECT * FROM rx LIMIT 100
, agg_to_target_items AS (
SELECT
srce
,id
,target
,seq
,map_intention
,regex_function
,target_item_number
,result_key_name
,target_json_path
,CASE WHEN map_key IS NULL
THEN
NULL
ELSE
jsonb_build_object(
map_key,
CASE WHEN max(result_number) = 1
THEN
jsonb_agg(map_val ORDER BY result_number) -> 0
ELSE
jsonb_agg(map_val ORDER BY result_number)
END
)
END map_val
,CASE WHEN retain_key IS NULL
THEN
NULL
ELSE
jsonb_build_object(
retain_key,
CASE WHEN max(result_number) = 1
THEN
jsonb_agg(retain_val ORDER BY result_number) -> 0
ELSE
jsonb_agg(retain_val ORDER BY result_number)
END
)
END retain_val
FROM
rx
GROUP BY
srce
,id
,target
,seq
,map_intention
,regex_function
,target_item_number
,result_key_name
,target_json_path
,map_key
,retain_key
)
--SELECT * FROM agg_to_target_items LIMIT 100
, agg_to_target AS (
SELECT
srce
,id
,target
,seq
,map_intention
,tps.jsonb_concat_obj(COALESCE(map_val,'{}'::JSONB)) map_val
,jsonb_strip_nulls(tps.jsonb_concat_obj(COALESCE(retain_val,'{}'::JSONB))) retain_val
FROM
agg_to_target_items
GROUP BY
srce
,id
,target
,seq
,map_intention
)
, agg_to_ret AS (
SELECT
srce
,target
,seq
,map_intention
,map_val
,retain_val
,count(*) "count"
FROM
agg_to_target
GROUP BY
srce
,target
,seq
,map_intention
,map_val
,retain_val
)
, link_map AS (
SELECT
a.srce
,a.target
,a.seq
,a.map_intention
,a.map_val
,a."count"
,a.retain_val
,v.map mapped_val
FROM
agg_to_ret a
LEFT OUTER JOIN tps.map_rv v ON
v.srce = a.srce AND
v.target = a.target AND
v.retval = a.map_val
)
SELECT
l.srce
,l.target
,l.map_val
,l."count"
FROM
link_map l
WHERE
l.mapped_val IS NULL
ORDER BY
l.srce
,l.target
,l."count" desc;
END;
$f$

60
functions/srce_map_val_set_multi.sql Normal file
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@ -0,0 +1,60 @@
DROP FUNCTION tps.srce_map_val_set_multi;
CREATE OR REPLACE FUNCTION tps.srce_map_val_set_multi(_maps jsonb) RETURNS JSONB
LANGUAGE plpgsql
AS $f$
DECLARE
_message jsonb;
_MESSAGE_TEXT text;
_PG_EXCEPTION_DETAIL text;
_PG_EXCEPTION_HINT text;
BEGIN
WITH
-----------expand the json into a table------------------------------------------------------------------------------
t AS (
SELECT
jtr.*
FROM
jsonb_array_elements(_maps) ae(v)
JOIN LATERAL jsonb_to_record(ae.v) AS jtr(source text, map text, ret_val jsonb, mapped jsonb) ON TRUE
)
-----------do merge---------------------------------------------------------------------------------------------------
INSERT INTO
tps.map_rv
SELECT
t."source"
,t."map"
,t.ret_val
,t.mapped
FROM
t
ON CONFLICT ON CONSTRAINT map_rv_pk DO UPDATE SET
map = excluded.map;
-------return message--------------------------------------------------------------------------------------------------
_message:= jsonb_build_object('status','complete');
RETURN _message;
EXCEPTION WHEN OTHERS THEN
GET STACKED DIAGNOSTICS
_MESSAGE_TEXT = MESSAGE_TEXT,
_PG_EXCEPTION_DETAIL = PG_EXCEPTION_DETAIL,
_PG_EXCEPTION_HINT = PG_EXCEPTION_HINT;
_message:=
($$
{
"status":"fail",
"message":"error setting map value"
}
$$::jsonb)
||jsonb_build_object('message_text',_MESSAGE_TEXT)
||jsonb_build_object('pg_exception_detail',_PG_EXCEPTION_DETAIL);
RETURN _message;
END;
$f$

BIN
sample_discovercard/build_maps.xlsm Normal file
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26
sample_discovercard/mapping.md
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@ -142,3 +142,29 @@ SELECT
x.message
FROM
tps.srce_map_overwrite('DCARD') x(message);
mass insert
------------------------------------------------------
INSERT INTO
tps.map_rv
SELECT
*
FROM
(
VALUES
('DCARD','First 20','{"f20": "DISCOUNT DRUG MART 3"}','{"party":"Discount Drug Mart","reason":"groceries"}'),
('DCARD','First 20','{"f20": "TARGET STOW OH"}','{"party":"Target","reason":"groceries"}'),
('DCARD','First 20','{"f20": "WALMART GROCERY 800-"}','{"party":"Walmart","reason":"groceries"}'),
('DCARD','First 20','{"f20": "CIRCLE K 05416 STOW "}','{"party":"Circle K","reason":"gasoline"}'),
('DCARD','First 20','{"f20": "TARGET.COM * 800-591"}','{"party":"Target","reason":"home supplies"}'),
('DCARD','First 20','{"f20": "ACME NO. 17 STOW OH"}','{"party":"Acme","reason":"groceries"}'),
('DCARD','First 20','{"f20": "AT&T *PAYMENT 800-28"}','{"party":"AT&T","reason":"internet"}'),
('DCARD','First 20','{"f20": "AUTOZONE #0722 STOW "}','{"party":"Autozone","reason":"auto maint"}'),
('DCARD','First 20','{"f20": "BESTBUYCOM8055267948"}','{"party":"BestBuy","reason":"home supplies"}'),
('DCARD','First 20','{"f20": "BUFFALO WILD WINGS K"}','{"party":"Buffalo Wild Wings","reason":"restaurante"}'),
('DCARD','First 20','{"f20": "CASHBACK BONUS REDEM"}','{"party":"Discover Card","reason":"financing"}'),
('DCARD','First 20','{"f20": "CLE CLINIC PT PMTS 2"}','{"party":"Cleveland Clinic","reason":"medical"}')
) x