jacob1123/budgeteer
1
1
Fork 0
Code Issues 12 Pull Requests 1 Packages Releases 1 Wiki Activity

Calculate last reconciled date on backend

Browse Source
This commit is contained in:
Jan Bader 2022-03-02 19:24:30 +00:00
parent bbfda6f402
commit 51ece59866
2 changed files with 5 additions and 0 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

4
postgres/accounts.sql.go
View File

@ -5,6 +5,7 @@ package postgres
import (
"context"
"time"
"git.javil.eu/jacob1123/budgeteer/postgres/numeric"
"github.com/google/uuid"
@ -87,6 +88,7 @@ func (q *Queries) GetAccounts(ctx context.Context, budgetID uuid.UUID) ([]Accoun
const getAccountsWithBalance = `-- name: GetAccountsWithBalance :many
SELECT accounts.id, accounts.name, accounts.on_budget,
(SELECT MAX(transactions.date) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.status = 'Reconciled')::date as last_reconciled,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW())::decimal(12,2) as working_balance,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW() AND transactions.status IN ('Cleared', 'Reconciled'))::decimal(12,2) as cleared_balance,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW() AND transactions.status = 'Reconciled')::decimal(12,2) as reconciled_balance
@ -99,6 +101,7 @@ type GetAccountsWithBalanceRow struct {
ID uuid.UUID
Name string
OnBudget bool
LastReconciled time.Time
WorkingBalance numeric.Numeric
ClearedBalance numeric.Numeric
ReconciledBalance numeric.Numeric
@ -117,6 +120,7 @@ func (q *Queries) GetAccountsWithBalance(ctx context.Context, budgetID uuid.UUID
&i.ID,
&i.Name,
&i.OnBudget,
&i.LastReconciled,
&i.WorkingBalance,
&i.ClearedBalance,
&i.ReconciledBalance,

1
postgres/queries/accounts.sql
View File

@ -15,6 +15,7 @@ ORDER BY accounts.name;
-- name: GetAccountsWithBalance :many
SELECT accounts.id, accounts.name, accounts.on_budget,
(SELECT MAX(transactions.date) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.status = 'Reconciled')::date as last_reconciled,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW())::decimal(12,2) as working_balance,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW() AND transactions.status IN ('Cleared', 'Reconciled'))::decimal(12,2) as cleared_balance,
(SELECT SUM(transactions.amount) FROM transactions WHERE transactions.account_id = accounts.id AND transactions.date < NOW() AND transactions.status = 'Reconciled')::decimal(12,2) as reconciled_balance