jacob1123/budgeteer
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Implement budgeting views by calculating most values locally

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This commit is contained in:
Jan Bader
2021-12-11 12:47:41 +00:00
parent 6da1b26a2f
commit caf0126b86
6 changed files with 55 additions and 250 deletions
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138
postgres/categories.sql.go
View File

@ -5,7 +5,6 @@ package postgres
import (
"context"
"time"
"github.com/google/uuid"
)
@ -48,43 +47,11 @@ func (q *Queries) CreateCategoryGroup(ctx context.Context, arg CreateCategoryGro
return i, err
}
const getAvailableBalance = `-- name: GetAvailableBalance :one
SELECT
((
SELECT SUM(transactions.amount)
FROM transactions
LEFT JOIN categories ON categories.id = transactions.category_id
LEFT JOIN budgets ON budgets.income_category_id = categories.id
INNER JOIN accounts ON accounts.id = transactions.account_id
WHERE budgets.id = $1
AND transactions.date < $2
AND accounts.on_budget
) - (
SELECT SUM(assignments.amount)
FROM assignments
INNER JOIN categories ON categories.id = assignments.category_id
INNER JOIN category_groups ON category_groups.id = categories.category_group_id
WHERE category_groups.budget_id = $1
AND assignments.date < $2
))::decimal(12,2)
`
type GetAvailableBalanceParams struct {
BudgetID uuid.UUID
FromDate time.Time
}
func (q *Queries) GetAvailableBalance(ctx context.Context, arg GetAvailableBalanceParams) (Numeric, error) {
row := q.db.QueryRowContext(ctx, getAvailableBalance, arg.BudgetID, arg.FromDate)
var column_1 Numeric
err := row.Scan(&column_1)
return column_1, err
}
const getCategories = `-- name: GetCategories :many
SELECT categories.id, categories.category_group_id, categories.name, category_groups.name as group FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = $1
ORDER BY category_groups.name, categories.name
`
type GetCategoriesRow struct {
@ -122,109 +89,6 @@ func (q *Queries) GetCategories(ctx context.Context, budgetID uuid.UUID) ([]GetC
return items, nil
}
const getCategoriesWithBalance = `-- name: GetCategoriesWithBalance :many
SELECT categories.id, categories.name, category_groups.name as group,
(
COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date < $1
), 0)+COALESCE((
SELECT SUM(t_hist.amount) FROM transactions t_hist
WHERE categories.id = t_hist.category_id AND t_hist.date < $1
), 0)
)::decimal(12,2) as available,
(
COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date < $2
), 0)+COALESCE((
SELECT SUM(t_hist.amount) FROM transactions t_hist
WHERE categories.id = t_hist.category_id AND t_hist.date < $2
), 0)-CASE WHEN (COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date < $3
), 0)+COALESCE((
SELECT SUM(t_hist.amount) FROM transactions t_hist
WHERE categories.id = t_hist.category_id AND t_hist.date < $3
), 0)) < 0 THEN (COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date < $3
), 0)+COALESCE((
SELECT SUM(t_hist.amount) FROM transactions t_hist
WHERE categories.id = t_hist.category_id AND t_hist.date < $3
), 0)) ELSE 0 END
)::decimal(12,2) as available_last_month,
COALESCE((
SELECT SUM(t_this.amount) FROM transactions t_this
WHERE categories.id = t_this.category_id AND t_this.date >= $2 AND t_this.date < $1
), 0)::decimal(12,2) as activity,
COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date >= $2 AND a_hist.date < $1
), 0)::decimal(12,2) as assigned
FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = $4
GROUP BY categories.id, categories.name, category_groups.name
ORDER BY category_groups.name, categories.name
`
type GetCategoriesWithBalanceParams struct {
ToDate time.Time
FromDate time.Time
PrevFromDate time.Time
BudgetID uuid.UUID
}
type GetCategoriesWithBalanceRow struct {
ID uuid.UUID
Name string
Group string
Available Numeric
AvailableLastMonth Numeric
Activity Numeric
Assigned Numeric
}
func (q *Queries) GetCategoriesWithBalance(ctx context.Context, arg GetCategoriesWithBalanceParams) ([]GetCategoriesWithBalanceRow, error) {
rows, err := q.db.QueryContext(ctx, getCategoriesWithBalance,
arg.ToDate,
arg.FromDate,
arg.PrevFromDate,
arg.BudgetID,
)
if err != nil {
return nil, err
}
defer rows.Close()
var items []GetCategoriesWithBalanceRow
for rows.Next() {
var i GetCategoriesWithBalanceRow
if err := rows.Scan(
&i.ID,
&i.Name,
&i.Group,
&i.Available,
&i.AvailableLastMonth,
&i.Activity,
&i.Assigned,
); err != nil {
return nil, err
}
items = append(items, i)
}
if err := rows.Close(); err != nil {
return nil, err
}
if err := rows.Err(); err != nil {
return nil, err
}
return items, nil
}
const getCategoryGroups = `-- name: GetCategoryGroups :many
SELECT category_groups.id, category_groups.budget_id, category_groups.name FROM category_groups
WHERE category_groups.budget_id = $1

72
postgres/queries/categories.sql
View File

@ -17,73 +17,5 @@ RETURNING *;
-- name: GetCategories :many
SELECT categories.*, category_groups.name as group FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = $1;
-- name: GetCategoriesWithBalance :many
SELECT categories.id, categories.name, category_groups.name as group,
(
COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date < @to_date
), 0)+COALESCE((
SELECT SUM(t_hist.amount) FROM transactions t_hist
WHERE categories.id = t_hist.category_id AND t_hist.date < @to_date
), 0)
)::decimal(12,2) as available,
(
COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date < @from_date
), 0)+COALESCE((
SELECT SUM(t_hist.amount) FROM transactions t_hist
WHERE categories.id = t_hist.category_id AND t_hist.date < @from_date
), 0)-CASE WHEN (COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date < @prev_from_date
), 0)+COALESCE((
SELECT SUM(t_hist.amount) FROM transactions t_hist
WHERE categories.id = t_hist.category_id AND t_hist.date < @prev_from_date
), 0)) < 0 THEN (COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date < @prev_from_date
), 0)+COALESCE((
SELECT SUM(t_hist.amount) FROM transactions t_hist
WHERE categories.id = t_hist.category_id AND t_hist.date < @prev_from_date
), 0)) ELSE 0 END
)::decimal(12,2) as available_last_month,
COALESCE((
SELECT SUM(t_this.amount) FROM transactions t_this
WHERE categories.id = t_this.category_id AND t_this.date >= @from_date AND t_this.date < @to_date
), 0)::decimal(12,2) as activity,
COALESCE((
SELECT SUM(a_hist.amount) FROM assignments a_hist
WHERE categories.id = a_hist.category_id AND a_hist.date >= @from_date AND a_hist.date < @to_date
), 0)::decimal(12,2) as assigned
FROM categories
INNER JOIN category_groups ON categories.category_group_id = category_groups.id
WHERE category_groups.budget_id = @budget_id
GROUP BY categories.id, categories.name, category_groups.name
ORDER BY category_groups.name, categories.name;
-- name: GetAvailableBalance :one
SELECT
((
SELECT SUM(transactions.amount)
FROM transactions
LEFT JOIN categories ON categories.id = transactions.category_id
LEFT JOIN budgets ON budgets.income_category_id = categories.id
INNER JOIN accounts ON accounts.id = transactions.account_id
WHERE budgets.id = @budget_id
AND transactions.date < @from_date
AND accounts.on_budget
) - (
SELECT SUM(assignments.amount)
FROM assignments
INNER JOIN categories ON categories.id = assignments.category_id
INNER JOIN category_groups ON category_groups.id = categories.category_group_id
WHERE category_groups.budget_id = @budget_id
AND assignments.date < @from_date
))::decimal(12,2);
WHERE category_groups.budget_id = $1
ORDER BY category_groups.name, categories.name;