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update generated statement for transaction categories
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Tyler Myracle
parent
341ecc8508
commit
d4b1ec6a94
2 changed files with 224 additions and 1 deletions
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@ -0,0 +1,223 @@
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-- AlterTable
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BEGIN;
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ALTER TABLE
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"transaction" RENAME COLUMN "category" TO "category_old";
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ALTER TABLE
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"transaction" RENAME COLUMN "category_user" TO "category_user_old";
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DROP VIEW IF EXISTS transactions_enriched;
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ALTER TABLE
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"transaction"
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ADD
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COLUMN "category_user" TEXT;
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ALTER TABLE
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"transaction"
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ADD
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COLUMN "category" TEXT NOT NULL GENERATED ALWAYS AS(
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COALESCE(
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category_user,
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CASE
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WHEN (
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(
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plaid_personal_finance_category ->> 'primary' :: text
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) = 'INCOME' :: text
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) THEN 'Income' :: text
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WHEN (
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(
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plaid_personal_finance_category ->> 'detailed' :: text
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) = ANY (
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ARRAY ['LOAN_PAYMENTS_MORTGAGE_PAYMENT'::text, 'RENT_AND_UTILITIES_RENT'::text]
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)
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) THEN 'Housing Payments' :: text
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WHEN (
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(
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plaid_personal_finance_category ->> 'detailed' :: text
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) = 'LOAN_PAYMENTS_CAR_PAYMENT' :: text
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) THEN 'Vehicle Payments' :: text
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WHEN (
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(
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plaid_personal_finance_category ->> 'primary' :: text
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) = 'LOAN_PAYMENTS' :: text
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) THEN 'Other Payments' :: text
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WHEN (
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(
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plaid_personal_finance_category ->> 'primary' :: text
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) = 'HOME_IMPROVEMENT' :: text
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) THEN 'Home Improvement' :: text
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WHEN (
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(
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plaid_personal_finance_category ->> 'primary' :: text
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) = 'GENERAL_MERCHANDISE' :: text
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) THEN 'Shopping' :: text
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WHEN (
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(
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(
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plaid_personal_finance_category ->> 'primary' :: text
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) = 'RENT_AND_UTILITIES' :: text
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)
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AND (
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(
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plaid_personal_finance_category ->> 'detailed' :: text
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) <> 'RENT_AND_UTILITIES_RENT' :: text
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)
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) THEN 'Utilities' :: text
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WHEN (
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(
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plaid_personal_finance_category ->> 'primary' :: text
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) = 'FOOD_AND_DRINK' :: text
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) THEN 'Food and Drink' :: text
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WHEN (
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(
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plaid_personal_finance_category ->> 'primary' :: text
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) = 'TRANSPORTATION' :: text
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) THEN 'Transportation' :: text
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WHEN (
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(
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plaid_personal_finance_category ->> 'primary' :: text
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) = 'TRAVEL' :: text
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) THEN 'Travel' :: text
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WHEN (
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(
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(
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plaid_personal_finance_category ->> 'primary' :: text
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) = ANY (ARRAY ['PERSONAL_CARE'::text, 'MEDICAL'::text])
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)
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AND (
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(
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plaid_personal_finance_category ->> 'detailed' :: text
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) <> 'MEDICAL_VETERINARY_SERVICES' :: text
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)
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) THEN 'Health' :: text
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WHEN (
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(finicity_categorization ->> 'category' :: text) = ANY (ARRAY ['Income'::text, 'Paycheck'::text])
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) THEN 'Income' :: text
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WHEN (
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(finicity_categorization ->> 'category' :: text) = 'Mortgage & Rent' :: text
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) THEN 'Housing Payments' :: text
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WHEN (
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(finicity_categorization ->> 'category' :: text) = ANY (
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ARRAY ['Furnishings'::text, 'Home Services'::text, 'Home Improvement'::text, 'Lawn and Garden'::text]
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)
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) THEN 'Home Improvement' :: text
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WHEN (
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(finicity_categorization ->> 'category' :: text) = ANY (
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ARRAY ['Streaming Services'::text, 'Home Phone'::text, 'Television'::text, 'Bills & Utilities'::text, 'Utilities'::text, 'Internet / Broadband Charges'::text, 'Mobile Phone'::text]
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)
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) THEN 'Utilities' :: text
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WHEN (
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(finicity_categorization ->> 'category' :: text) = ANY (
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ARRAY ['Fast Food'::text, 'Food & Dining'::text, 'Restaurants'::text, 'Coffee Shops'::text, 'Alcohol & Bars'::text, 'Groceries'::text]
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)
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) THEN 'Food and Drink' :: text
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WHEN (
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(finicity_categorization ->> 'category' :: text) = ANY (
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ARRAY ['Auto & Transport'::text, 'Gas & Fuel'::text, 'Auto Insurance'::text]
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)
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) THEN 'Transportation' :: text
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WHEN (
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(finicity_categorization ->> 'category' :: text) = ANY (
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ARRAY ['Hotel'::text, 'Travel'::text, 'Rental Car & Taxi'::text]
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)
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) THEN 'Travel' :: text
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WHEN (
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(finicity_categorization ->> 'category' :: text) = ANY (
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ARRAY ['Health Insurance'::text, 'Doctor'::text, 'Pharmacy'::text, 'Eyecare'::text, 'Health & Fitness'::text, 'Personal Care'::text]
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)
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) THEN 'Health' :: text
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WHEN (teller_category = 'income' :: text) THEN 'Income' :: text
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WHEN (teller_category = 'home' :: text) THEN 'Home Improvement' :: text
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WHEN (
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teller_category = ANY (ARRAY ['phone'::text, 'utilities'::text])
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) THEN 'Utilities' :: text
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WHEN (
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teller_category = ANY (
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ARRAY ['dining'::text, 'bar'::text, 'groceries'::text]
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)
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) THEN 'Food and Drink' :: text
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WHEN (
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teller_category = ANY (
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ARRAY ['clothing'::text, 'entertainment'::text, 'shopping'::text, 'electronics'::text, 'software'::text, 'sport'::text]
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)
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) THEN 'Shopping' :: text
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WHEN (
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teller_category = ANY (ARRAY ['transportation'::text, 'fuel'::text])
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) THEN 'Transportation' :: text
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WHEN (
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teller_category = ANY (ARRAY ['accommodation'::text, 'transport'::text])
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) THEN 'Travel' :: text
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WHEN (teller_category = 'health' :: text) THEN 'Health' :: text
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WHEN (
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teller_category = ANY (
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ARRAY ['loan'::text, 'tax'::text, 'insurance'::text, 'office'::text]
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)
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) THEN 'Other Payments' :: text
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ELSE 'Other' :: text
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END
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)
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) STORED;
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CREATE
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OR REPLACE VIEW transactions_enriched AS (
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SELECT
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t.id,
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t.created_at as "createdAt",
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t.updated_at as "updatedAt",
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t.name,
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t.account_id as "accountId",
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t.date,
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t.flow,
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COALESCE(
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t.type_user,
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CASE
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-- no matching transaction
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WHEN t.match_id IS NULL THEN (
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CASE
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t.flow
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WHEN 'INFLOW' THEN (
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CASE
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a.classification
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WHEN 'asset' THEN 'INCOME' :: "TransactionType"
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WHEN 'liability' THEN 'PAYMENT' :: "TransactionType"
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END
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)
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WHEN 'OUTFLOW' THEN 'EXPENSE' :: "TransactionType"
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END
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) -- has matching transaction
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ELSE (
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CASE
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a.classification
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WHEN 'asset' THEN 'TRANSFER' :: "TransactionType"
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WHEN 'liability' THEN 'PAYMENT' :: "TransactionType"
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END
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)
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END
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) AS "type",
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t.type_user as "typeUser",
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t.amount,
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t.currency_code as "currencyCode",
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t.pending,
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t.merchant_name as "merchantName",
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t.category,
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t.category_user as "categoryUser",
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t.excluded,
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t.match_id as "matchId",
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COALESCE(ac.user_id, a.user_id) as "userId",
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a.classification as "accountClassification",
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a.type as "accountType"
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FROM
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transaction t
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inner join account a on a.id = t.account_id
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left join account_connection ac on a.account_connection_id = ac.id
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);
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ALTER TABLE
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"transaction" DROP COLUMN "category_old";
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ALTER TABLE
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"transaction" DROP COLUMN "category_user_old";
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COMMIT;
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@ -340,7 +340,7 @@ model Transaction {
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currencyCode String @default("USD") @map("currency_code")
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pending Boolean @default(false)
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merchantName String? @map("merchant_name")
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category String @default(dbgenerated("COALESCE(category_user,\nCASE\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'INCOME'::text) THEN 'Income'::text\n WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = ANY (ARRAY['LOAN_PAYMENTS_MORTGAGE_PAYMENT'::text, 'RENT_AND_UTILITIES_RENT'::text])) THEN 'Housing Payments'::text\n WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = 'LOAN_PAYMENTS_CAR_PAYMENT'::text) THEN 'Vehicle Payments'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'LOAN_PAYMENTS'::text) THEN 'Other Payments'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'HOME_IMPROVEMENT'::text) THEN 'Home Improvement'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'GENERAL_MERCHANDISE'::text) THEN 'Shopping'::text\n WHEN (((plaid_personal_finance_category ->> 'primary'::text) = 'RENT_AND_UTILITIES'::text) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'RENT_AND_UTILITIES_RENT'::text)) THEN 'Utilities'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'FOOD_AND_DRINK'::text) THEN 'Food and Drink'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRANSPORTATION'::text) THEN 'Transportation'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRAVEL'::text) THEN 'Travel'::text\n WHEN (((plaid_personal_finance_category ->> 'primary'::text) = ANY (ARRAY['PERSONAL_CARE'::text, 'MEDICAL'::text])) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'MEDICAL_VETERINARY_SERVICES'::text)) THEN 'Health'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Income'::text, 'Paycheck'::text])) THEN 'Income'::text\n WHEN ((finicity_categorization ->> 'category'::text) = 'Mortgage & Rent'::text) THEN 'Housing Payments'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Furnishings'::text, 'Home Services'::text, 'Home Improvement'::text, 'Lawn and Garden'::text])) THEN 'Home Improvement'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Streaming Services'::text, 'Home Phone'::text, 'Television'::text, 'Bills & Utilities'::text, 'Utilities'::text, 'Internet / Broadband Charges'::text, 'Mobile Phone'::text])) THEN 'Utilities'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Fast Food'::text, 'Food & Dining'::text, 'Restaurants'::text, 'Coffee Shops'::text, 'Alcohol & Bars'::text, 'Groceries'::text])) THEN 'Food and Drink'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Auto & Transport'::text, 'Gas & Fuel'::text, 'Auto Insurance'::text])) THEN 'Transportation'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Hotel'::text, 'Travel'::text, 'Rental Car & Taxi'::text])) THEN 'Travel'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Health Insurance'::text, 'Doctor'::text, 'Pharmacy'::text, 'Eyecare'::text, 'Health & Fitness'::text, 'Personal Care'::text])) THEN 'Health'::text\n ELSE 'Other'::text\nEND)"))
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category String @default(dbgenerated("COALESCE(category_user,\nCASE\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'INCOME'::text) THEN 'Income'::text\n WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = ANY (ARRAY['LOAN_PAYMENTS_MORTGAGE_PAYMENT'::text, 'RENT_AND_UTILITIES_RENT'::text])) THEN 'Housing Payments'::text\n WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = 'LOAN_PAYMENTS_CAR_PAYMENT'::text) THEN 'Vehicle Payments'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'LOAN_PAYMENTS'::text) THEN 'Other Payments'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'HOME_IMPROVEMENT'::text) THEN 'Home Improvement'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'GENERAL_MERCHANDISE'::text) THEN 'Shopping'::text\n WHEN (((plaid_personal_finance_category ->> 'primary'::text) = 'RENT_AND_UTILITIES'::text) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'RENT_AND_UTILITIES_RENT'::text)) THEN 'Utilities'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'FOOD_AND_DRINK'::text) THEN 'Food and Drink'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRANSPORTATION'::text) THEN 'Transportation'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRAVEL'::text) THEN 'Travel'::text\n WHEN (((plaid_personal_finance_category ->> 'primary'::text) = ANY (ARRAY['PERSONAL_CARE'::text, 'MEDICAL'::text])) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'MEDICAL_VETERINARY_SERVICES'::text)) THEN 'Health'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Income'::text, 'Paycheck'::text])) THEN 'Income'::text\n WHEN ((finicity_categorization ->> 'category'::text) = 'Mortgage & Rent'::text) THEN 'Housing Payments'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Furnishings'::text, 'Home Services'::text, 'Home Improvement'::text, 'Lawn and Garden'::text])) THEN 'Home Improvement'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Streaming Services'::text, 'Home Phone'::text, 'Television'::text, 'Bills & Utilities'::text, 'Utilities'::text, 'Internet / Broadband Charges'::text, 'Mobile Phone'::text])) THEN 'Utilities'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Fast Food'::text, 'Food & Dining'::text, 'Restaurants'::text, 'Coffee Shops'::text, 'Alcohol & Bars'::text, 'Groceries'::text])) THEN 'Food and Drink'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Auto & Transport'::text, 'Gas & Fuel'::text, 'Auto Insurance'::text])) THEN 'Transportation'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Hotel'::text, 'Travel'::text, 'Rental Car & Taxi'::text])) THEN 'Travel'::text\n WHEN ((finicity_categorization ->> 'category'::text) = ANY (ARRAY['Health Insurance'::text, 'Doctor'::text, 'Pharmacy'::text, 'Eyecare'::text, 'Health & Fitness'::text, 'Personal Care'::text])) THEN 'Health'::text\n WHEN (teller_category = 'income'::text) THEN 'Income'::text\n WHEN (teller_category = 'home'::text) THEN 'Home Improvement'::text\n WHEN (teller_category = ANY (ARRAY['phone'::text, 'utilities'::text])) THEN 'Utilities'::text\n WHEN (teller_category = ANY (ARRAY['dining'::text, 'bar'::text, 'groceries'::text])) THEN 'Food and Drink'::text\n WHEN (teller_category = ANY (ARRAY['clothing'::text, 'entertainment'::text, 'shopping'::text, 'electronics'::text, 'software'::text, 'sport'::text])) THEN 'Shopping'::text\n WHEN (teller_category = ANY (ARRAY['transportation'::text, 'fuel'::text])) THEN 'Transportation'::text\n WHEN (teller_category = ANY (ARRAY['accommodation'::text, 'transport'::text])) THEN 'Travel'::text\n WHEN (teller_category = 'health'::text) THEN 'Health'::text\n WHEN (teller_category = ANY (ARRAY['loan'::text, 'tax'::text, 'insurance'::text, 'office'::text])) THEN 'Other Payments'::text\n ELSE 'Other'::text\nEND)"))
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categoryUser String? @map("category_user")
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excluded Boolean @default(false)
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