path: root/sql/modules/Voucher.sql

CREATE OR REPLACE FUNCTION voucher_get_batch (in_batch_id integer) 
RETURNS batch AS 
$$
DECLARE
    batch_out batch%ROWTYPE;
BEGIN
    SELECT * INTO batch_out FROM batch b WHERE b.id = in_batch_id;
    RETURN batch_out;
END;
$$ language plpgsql;


CREATE OR REPLACE FUNCTION batch_post (in_batch text, in_login varchar, in_entered date,
    in_batch_number text, in_description text, in_id integer) 
RETURNS integer AS
$$
BEGIN
    UPDATE batch
    SET batch_number = in_batch_number,
        description = in_description,
        entered = in_entered
    WHERE id = in_id;

    IF FOUND THEN 
        RETURN in_id;
    END IF;

    INSERT INTO batch (batch, employee_id, batch_number, description, 
        entered)
    VALUES (in_batch, (SELECT id FROM employees WHERE login = in_login),
        in_batch_number, description);

    RETURN currval('id');
END;
$$ LANGUAGE PLPGSQL;

CREATE TYPE voucher_list AS (
    id int,
    reference text,
    description text,
    batch_id int,
    transaction_id integer,
    amount numeric,
    transaction_date date,
        batch_class text
);

CREATE OR REPLACE FUNCTION voucher_list (in_batch_id integer)
RETURNS SETOF voucher_list AS
$$
declare voucher_item record;
BEGIN
        FOR voucher_item IN
        SELECT v.id, a.invnumber, e.name, v.batch_id, v.trans_id, 
            a.amount - a.paid, a.transdate, 'Payable'
        FROM voucher v
        JOIN ap a ON (v.trans_id = a.id)
        JOIN entity e ON (a.entity_id = e.id)
        WHERE v.batch_id = in_batch_id 
            AND v.batch_class = (select id from batch_class 
                    WHERE class = 'payable')
        UNION
        SELECT v.id, a.invnumber, e.name, v.batch_id, v.trans_id, 
            a.amount - a.paid, a.transdate, 'Receivable'
        FROM voucher v
        JOIN ar a ON (v.trans_id = a.id)
        JOIN entity e ON (a.entity_id = e.id)
        WHERE v.batch_id = in_batch_id 
            AND v.batch_class = (select id from batch_class 
                    WHERE class = 'receivable')
        UNION
        SELECT v.id, a.source, a.memo, v.batch_id, v.trans_id, 
            a.amount, a.transdate, bc.class
        FROM voucher v
        JOIN acc_trans a ON (v.trans_id = a.trans_id)
                JOIN batch_class bc ON (bc.id = v.batch_class)
        WHERE v.batch_id = in_batch_id 
            AND a.voucher_id = v.id
            AND bc.class like 'payment%'
            OR bc.class like 'receipt%'
        UNION
        SELECT v.id, g.reference, g.description, v.batch_id, v.trans_id,
            sum(a.amount), g.transdate, 'gl'
        FROM voucher v
        JOIN gl g ON (g.id = v.trans_id)
        JOIN acc_trans a ON (v.trans_id = a.trans_id)
        WHERE a.amount > 0
            AND v.batch_id = in_batch_id
            AND v.batch_class IN (select id from batch_class 
                    where class = 'gl')
        GROUP BY v.id, g.reference, g.description, v.batch_id, 
            v.trans_id, g.transdate
        ORDER BY 7, 1
    LOOP
        RETURN NEXT voucher_item;
    END LOOP;
END;
$$ language plpgsql;

CREATE TYPE batch_list_item AS (
    id integer,
    batch_class text,
    description text,
    created_by text,
    created_on date,
    total numeric
);

CREATE OR REPLACE FUNCTION 
batch_search(in_class_id int, in_description text, in_created_by_eid int, 
    in_amount_gt numeric, 
    in_amount_lt numeric, in_approved bool) 
RETURNS SETOF batch_list_item AS
$$
DECLARE out_value batch_list_item;
BEGIN
    FOR out_value IN
        SELECT b.id, c.class, b.description, u.username, b.created_on,
            sum(coalesce(ar.amount - ar.paid, ap.amount - ap.paid, 
                al.amount)) AS amount
        FROM batch b
        JOIN batch_class c ON (b.batch_class_id = c.id)
        JOIN users u ON (u.entity_id = b.created_by)
        JOIN voucher v ON (v.batch_id = b.id)
        JOIN batch_class vc ON (v.batch_class = c.id)
        LEFT JOIN ar ON (vc.id = 2 AND v.trans_id = ar.id)
        LEFT JOIN ap ON (vc.id = 1 AND v.trans_id = ap.id)
        LEFT JOIN acc_trans al ON 
            ((vc.id = 5 AND v.trans_id = al.trans_id) OR
                (vc.id IN (3, 4, 7, 8) AND al.voucher_id = v.id) 
                AND al.amount > 0)
        WHERE c.id = coalesce(in_class_id, c.id) AND 
            b.description LIKE 
                '%' || coalesce(in_description, '') || '%' AND
            coalesce(in_created_by_eid, b.created_by) 
                = b.created_by 
            AND ((coalesce(in_approved, false) = false AND
                approved_on IS NULL) OR
                (in_approved = true AND approved_on IS NOT NULL)
            )
        GROUP BY b.id, c.class, b.description, u.username, b.created_on
        HAVING  
            sum(coalesce(ar.amount - ar.paid, ap.amount - ap.paid, 
                al.amount)) 
            >= coalesce(in_amount_gt, 
                sum(coalesce(ar.amount - ar.paid, 
                    ap.amount - ap.paid, 
                    al.amount)))
            AND 
            sum(coalesce(ar.amount - ar.paid, ap.amount - ap.paid, 
                al.amount))
            <= coalesce(in_amount_lt, 
                sum(coalesce(ar.amount - ar.paid, 
                    ap.amount - ap.paid, 
                    al.amount)))
        
    LOOP
        RETURN NEXT out_value;
    END LOOP;
END;
$$ LANGUAGE PLPGSQL;



CREATE OR REPLACE FUNCTION batch_post(in_batch_id INTEGER)
returns date AS
$$
BEGIN
    UPDATE ar SET approved = true 
    WHERE id IN (select trans_id FROM voucher 
        WHERE batch_id = in_batch_id
        AND batch_class = 2);
    
    UPDATE ap SET approved = true 
    WHERE id IN (select trans_id FROM voucher 
        WHERE batch_id = in_batch_id
        AND batch_class = 1);

    UPDATE gl SET approved = true 
    WHERE id IN (select trans_id FROM voucher 
        WHERE batch_id = in_batch_id
        AND batch_class = 5);

    UPDATE acc_trans SET approved = true 
    WHERE id IN (select trans_id FROM voucher 
        WHERE batch_id = in_batch_id
        AND batch_class IN (3, 4, 7, 8));

    UPDATE batch 
    SET approved_on = now(),
        approved_by = (select entity_id FROM users 
            WHERE login = SESSION_USER)
    WHERE batch_id = in_batch_id;

    RETURN now()::date;
END;
$$ LANGUAGE PLPGSQL;

CREATE OR REPLACE FUNCTION batch_list_classes() RETURNS SETOF batch_class AS
$$
DECLARE out_val record;
BEGIN
    FOR out_val IN select * from batch_class
    LOOP
        return next out_val;
    END LOOP;
END;
$$ language plpgsql;

CREATE OR REPLACE FUNCTION batch_create(
in_batch_number text, in_description text, in_batch_class text) RETURNS int AS
$$
BEGIN
    INSERT INTO 
        batch (batch_class_id, description, control_code, created_by)
    VALUES ((SELECT id FROM batch_class WHERE class = in_batch_class),
        in_description, in_batch_number, 
            (select entity_id FROM users WHERE username = session_user));

    return currval('batch_id_seq');
END;    
$$ LANGUAGE PLPGSQL;