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make transaction category flags explicit
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@ -123,13 +123,13 @@ You may group transactions into batches if it is impossible to log them all.
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A **transaction category** describes the logical sense of the transaction.
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Transaction categories must form a hierarchy with only one root. If a certain flag (starting with `is_`) is set to true on a category, it must be set to true on all of its child categories. The integrity is ensured via triggers that throw exceptions.
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Transaction categories must form a hierarchy with only one root. If a certain flag (starting with `is_`) is set on a category, it must be set to the same value on all of its child categories. The integrity is ensured via triggers that throw exceptions.
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```
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id (pk)
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name (text unique not null)
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is_passive (boolean as integer not null) - see below
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is_initial_import (boolean as integer not null) - whether the transaction is an upload of the existing assets for accounting
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is_passive (boolean as integer) - see below
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is_initial_import (boolean as integer) - whether the transaction is an upload of the existing assets for accounting
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parent_id (fk fin_transaction_categories) - reference to a category that is a superset of the current one
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min_view_depth (integer not null) - in the flattened representation, category shall not appear on a level lower than N, N>=0. Parent category takes multiple levels instead
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```
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116
schema.sql
116
schema.sql
@ -86,8 +86,8 @@ CREATE TABLE "fin_storages" (
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CREATE TABLE "fin_transaction_categories" (
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"id" INTEGER NOT NULL,
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"name" TEXT NOT NULL UNIQUE,
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"is_passive" INTEGER NOT NULL DEFAULT 0 CHECK(is_passive+is_initial_import<=1),
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"is_initial_import" INTEGER NOT NULL DEFAULT 0 CHECK(is_passive+is_initial_import<=1),
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"is_passive" INTEGER CHECK(is_passive is null or is_initial_import is null),
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"is_initial_import" INTEGER CHECK(is_passive is null or is_initial_import is null),
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"parent_id" INTEGER,
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"min_view_depth" INTEGER NOT NULL DEFAULT 0,
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PRIMARY KEY("id"),
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@ -244,17 +244,6 @@ parents(parent_id) as (
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join fin_transaction_categories cat on cat.id=p.parent_id
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where
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cat.id!=new.id
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),
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children(id) as (
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values(new.id)
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union
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select
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cat.id
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from
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children c
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join fin_transaction_categories cat on cat.parent_id=c.id
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where
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cat.id!=new.id
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)
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select
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case
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@ -262,28 +251,33 @@ select
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then raise(abort, 'root of the hierarchy already exists')
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when not exists(select 1 from parents where parent_id is null)
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then raise(abort, 'upper part of the hierarchy is circular')
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when (not new.is_passive and p.has_passive) or (not new.is_initial_import and p.has_initial_import)
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when exists(
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select
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1
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from
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fin_transaction_categories p
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where
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p.id=new.parent_id and
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(
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not (p.is_passive is null or p.is_passive is new.is_passive) or
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not (p.is_initial_import is null or p.is_initial_import is new.is_initial_import)
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)
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)
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then raise(abort, 'parent conditions not met')
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when (new.is_passive and c.has_not_passive) or (new.is_initial_import and c.has_not_initial_import)
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when exists(
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select
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1
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from
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fin_transaction_categories c
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where
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c.parent_id=new.id and
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(
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not(new.is_passive is null or new.is_passive is c.is_passive) or
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not(new.is_initial_import is null or new.is_initial_import=c.is_initial_import)
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)
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)
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then raise(abort, 'child conditions not met')
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end
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from
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(
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select
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coalesce(max(cat.is_passive),0) as has_passive,
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coalesce(max(cat.is_initial_import),0) as has_initial_import
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from
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parents p
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join fin_transaction_categories cat on cat.id=p.parent_id
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) p,
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(
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select
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not coalesce(min(cat.is_passive),1) as has_not_passive,
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not coalesce(min(cat.is_initial_import),1) as has_not_initial_import
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from
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children c
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join fin_transaction_categories cat on cat.parent_id=c.id
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) c;
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end;
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end;
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CREATE TRIGGER fin_transaction_categories_update after update of id,parent_id,is_passive,is_initial_import on fin_transaction_categories
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@ -299,17 +293,6 @@ parents(parent_id) as (
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join fin_transaction_categories cat on cat.id=p.parent_id
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where
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cat.id!=new.id
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),
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children(id) as (
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values(new.id)
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union
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select
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cat.id
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from
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children c
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join fin_transaction_categories cat on cat.parent_id=c.id
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where
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cat.id!=new.id
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)
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select
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case
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@ -317,28 +300,33 @@ select
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then raise(abort, 'root of the hierarchy already exists')
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when not exists(select 1 from parents where parent_id is null)
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then raise(abort, 'upper part of the hierarchy is circular')
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when (not new.is_passive and p.has_passive) or (not new.is_initial_import and p.has_initial_import)
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when exists(
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select
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1
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from
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fin_transaction_categories p
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where
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p.id=new.parent_id and
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(
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not (p.is_passive is null or p.is_passive is new.is_passive) or
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not (p.is_initial_import is null or p.is_initial_import is new.is_initial_import)
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)
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)
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then raise(abort, 'parent conditions not met')
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when (new.is_passive and c.has_not_passive) or (new.is_initial_import and c.has_not_initial_import)
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when exists(
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select
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1
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from
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fin_transaction_categories c
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where
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c.parent_id=new.id and
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(
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not(new.is_passive is null or new.is_passive is c.is_passive) or
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not(new.is_initial_import is null or new.is_initial_import=c.is_initial_import)
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)
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)
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then raise(abort, 'child conditions not met')
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end
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from
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(
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select
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coalesce(max(cat.is_passive),0) as has_passive,
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coalesce(max(cat.is_initial_import),0) as has_initial_import
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from
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parents p
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join fin_transaction_categories cat on cat.id=p.parent_id
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) p,
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(
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select
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not coalesce(min(cat.is_passive),1) as has_not_passive,
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not coalesce(min(cat.is_initial_import),1) as has_not_initial_import
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from
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children c
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join fin_transaction_categories cat on cat.parent_id=c.id
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) c;
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end;
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end;
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CREATE VIEW "current_balance_goals" AS select
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