@accounter/server/dist/migrations/src/actions/2026-07-08T17-00-00.poalim-ils-trigger-fix.js

Accounter GraphQL server

export default {
    name: '2026-07-08T17-00-00.poalim-ils-trigger-fix.sql',
    run: ({ sql }) => sql `
create or replace function accounter_schema.insert_poalim_ils_transaction_handler() returns trigger
    language plpgsql
as
$$
DECLARE
    merged_id          UUID;
    account_id_var     UUID;
    owner_id_var       UUID;
    charge_id_var      UUID    = NULL;
    is_conversion      BOOLEAN = false;
    is_fee             BOOLEAN = false;
BEGIN
    -- Create merged raw transactions record:
    INSERT INTO accounter_schema.transactions_raw_list (poalim_ils_id)
    VALUES (NEW.id)
    RETURNING id INTO merged_id;

    -- get account and owner IDs
    SELECT INTO account_id_var, owner_id_var id,
                                             owner
    FROM accounter_schema.financial_accounts
    WHERE account_number = NEW.account_number::TEXT;

    -- handle conversions
    IF (NEW.text_code IN (22, 23, 861, 863)) THEN
        is_conversion = true;

        -- check if matching charge exists:
        SELECT t.charge_id
        INTO charge_id_var
        FROM (SELECT currency, id, reference_number, reference_catenated_number, value_date, event_amount
              FROM accounter_schema.poalim_foreign_account_transactions
              WHERE activity_type_code IN (884, 957, 1058, 1966)) AS s
                 LEFT JOIN accounter_schema.transactions_raw_list tr
                           ON COALESCE(tr.poalim_ils_id, tr.poalim_foreign_id) = s.id
                 LEFT JOIN accounter_schema.transactions t
                           ON tr.id = t.source_id
        WHERE t.charge_id IS NOT NULL
          AND t.owner_id = owner_id_var
          AND s.reference_number = NEW.reference_number
          AND s.reference_catenated_number = NEW.reference_catenated_number
          AND s.value_date = NEW.value_date;
    END IF;

    -- if no match, create new charge
    IF (charge_id_var IS NULL) THEN
        INSERT INTO accounter_schema.charges (owner_id, type)
        VALUES (owner_id_var,
                CASE WHEN is_conversion IS TRUE THEN 'CONVERSION'::accounter_schema.charge_type END)
        RETURNING id INTO charge_id_var;
    END IF;

    -- check if new record is fee
    IF (
        (new.activity_type_code = 452 AND new.text_code IN (105, 547))
            OR (new.activity_type_code = 473 AND new.text_code IN (378, 395, 437, 502, 602, 603, 716, 771, 774))
            OR (new.activity_type_code = 471 AND new.text_code IN (615, 617))
        ) THEN
        is_fee = true;
    END IF;

    -- create new transaction
    INSERT INTO accounter_schema.transactions (account_id, charge_id, source_id, source_description, currency,
                                               event_date, debit_date, amount, current_balance, source_reference,
                                               source_origin, counter_account, is_fee, origin_key, owner_id)
    VALUES (account_id_var,
            charge_id_var,
            merged_id,
            concat_ws(' ',
                    new.activity_description,
                    new.beneficiary_details_data_party_name,
                    new.beneficiary_details_data_message_detail,
                    new.english_action_desc
            ),
            'ILS',
            new.event_date::text::date,
            new.event_date::text::date,
            (CASE
                 WHEN new.event_activity_type_code = 2 THEN (new.event_amount * -1)
                 ELSE new.event_amount END
                ),
            new.current_balance,
            new.reference_number::text,
            'POALIM',
            CASE
                WHEN new.contra_account_number <> 0 THEN concat(
                        new.contra_bank_number, '-',
                        new.contra_branch_number, '-',
                        new.contra_account_number)
                ELSE NULL::text
                END,
            is_fee,
            NEW.id,
            owner_id_var);

    RETURN NEW;
END;
$$;
`,
};
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