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Implement budgeting views by calculating most values locally

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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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72
postgres/queries/categories.sql
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@ -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;