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Paul Trowbridge 242ebb8029 add a conversion to pay_month
2017-10-30 14:43:04 -04:00
build_json.xlsx add discover transactions 2017-10-07 15:45:48 -04:00
coa.md add credit cards 2017-10-13 09:18:48 -04:00
col_balance.pgsql added partion by major item, and then sort on import id 2017-10-25 10:45:24 -04:00
do_map_g_option.pgsql limit mapper to allj records are null 2017-10-27 15:50:42 -04:00
do_map.pgsql overhaul of do_map, add seperate column for parse versus mapped, accomodate rexexp_replace 2017-10-25 16:28:42 -04:00
event_log.md expirement with different formats and add a receipt 2017-09-20 00:12:37 -04:00
event_log.pgsql link in header 2017-08-24 23:46:15 -04:00
LICENSE add event record example 2017-07-24 23:13:34 -04:00
list_maps.pgsql convert map flag to be at the regex item level 2017-10-27 13:51:08 -04:00
loan_bal.pgsql added partion by major item, and then sort on import id 2017-10-25 10:45:24 -04:00
log.md add excel file with json build macro 2017-09-18 21:07:22 -04:00
map_rm_template.pgsql add a conversion to pay_month 2017-10-30 14:43:04 -04:00
map_rm.pgsql regex modification template 2017-10-19 17:39:29 -04:00
new_format.pgsql build macro for creating record 2017-10-03 01:47:30 -04:00
readme.md implement sequence of target, and insure that the link to the map does not return duplicates 2017-10-27 13:06:44 -04:00
rebuild_pg.cmd add rebuild script 2017-10-13 11:41:43 -04:00
rec.json updates 2017-08-24 22:57:21 -04:00
srce_defn.pgsql try using correlated subquery for unique list of keys, is pretty slow 2017-10-25 12:05:28 -04:00
srce_template.pgsql copy source template from pt branch 2017-10-25 10:44:57 -04:00
srce.pgsql modify to print log info 2017-10-25 10:44:32 -04:00
trans_log_template.pgsql updates in progress 2017-10-24 17:37:20 -04:00
transaction_range.pgsql add order by clause 2017-10-19 09:25:07 -04:00
ubm_backup.cmd dont export tps.trans table 2017-10-19 09:24:55 -04:00
ubm_data.sql add index to srce and couple import jobs 2017-10-27 16:26:00 -04:00
ubm_schema.sql add index to srce and couple import jobs 2017-10-27 16:26:00 -04:00

readme.md

Concepts

pull various static files into postgres and do basic transformation without losing the original document or getting into custom code for each scenario

the is an in-between for an foreign data wrapper & custom programming

Storage

all records are jsonb applied mappings are in associated jsonb documents

Import

COPY function utilized

Mappings

  1. regular expressions are used to extract pieces of the json objects
  2. the results of the regular expressions are bumped up against a list of basic mappings and written to an associated jsonb document

each regex expression within a targeted pattern can be set to map or not. then the mapping items should be joined to map_rv with an = as opposed to @> to avoid duplication of rows

Transformation tools

  • COPY
  • regexp_matches()

Difficulties

Non standard file formats will require additional logic example: PNC loan balance and collateral CSV files

  1. External: Anything not in CSV should be converted external to Postgres and then imported as CSV
  2. Direct: Outside logic can be setup to push new records to tps.trans direct from non-csv fornmated sources or fdw sources

Interface

maybe start out in excel until it gets firmed up

  • list existing mappings
    • apply mappings to see what results come back
  • experiment with new mappings