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sql/banque/banque.1.tables.sql
2025-11-16 09:34:19 +01:00

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create type holder_type as enum ('BANK', 'PERSON', 'COMPANY');
create table holder (
"id" bigint primary key generated always as identity,
"type" holder_type not null,
"created_at" timestamp not null default current_timestamp
);
/************************************************************************
* Bank
* Liée par références à titulaire (holder) pas d'incrément automatique
* puisque c'est celui de titulaire
************************************************************************/
create table bank (
"id" bigint primary key references holder(id),
"name" text not null
);
insert into holder (type) values ('BANK') returning holder;
insert into bank (id, name) values (1, 'Banque de l''Est');
/************************************************************************
* Person
* Liée par références à titulaire (holder) pas d'incrément automatique
* on delete cascade : Lors de la suppression du titualaire, person est
* supprimé aussi. Sans cela la suppression est interdite.
************************************************************************/
create table person (
"id" bigint primary key references holder(id) on delete cascade,
"firstname" text not null,
"lastname" text not null,
"birthdate" date not null check (birthdate <= current_date - interval '15 years')
);
/************************************************************************
* Company
*
************************************************************************/
create table company (
"id" bigint primary key references holder(id) on delete cascade,
"name" text not null,
"registration_number" text unique not null,
"creation_date" date not null
);
/************************************************************************
* Company
*
************************************************************************/
create table currency (
"code" text primary key
);
insert into currency
values ('EUR'), ('YEN'), ('USD');
/************************************************************************
* Exchange Rate
* La clé primaire est sur les deux colonnes currency_code et date
* Il n'y a qu'un seul taux de change par monnaie ET par jour
************************************************************************/
create table exchange_rate (
"currency_code" text references currency(code) on delete cascade,
"date" date ,
"rate" decimal not null,
primary key (currency_code, date)
);
insert into exchange_rate values
('EUR', '1999-01-04', 1),
('USD', '1999-01-04', 1.1789),
('YEN', '1999-01-04', 133.73);
create or replace function latest_exchange_rate (
p_code text,
p_date date
)
returns decimal
language sql
as $$
select rate
from exchange_rate
where currency_code = p_code
and date < p_date
order by date desc
limit 1;
$$;
/*
* Account
* La contrainte check (balance >= 0) empêche les soldes négatifs
*/
create table account (
"id" bigint primary key generated always as identity,
"opened_at" date not null default current_date,
"balance" numeric(18,6) not null default 0,
"currency_code" text not null references currency (code)
);
/*
* Account -> Holder
* Cette table établit la relation nn entre account et holder.
* Un compte joint correspond donc à plusieurs lignes dans cette table.
* La contrainte share assure que les parts sont comprises entre 0 et 1.
*/
create table account_holder (
"account_id" int not null references account(id) on delete cascade,
"holder_id" int not null references holder(id) on delete cascade,
"share" decimal(4,3) not null default 1 check (share > 0 and share <= 1),
primary key (account_id, holder_id)
);
create table transaction (
"id" bigint primary key generated always as identity,
"transaction_date" timestamp not null default current_timestamp,
amount decimal not null check (amount > 0)
);
create table operation (
"id" bigint primary key generated always as identity,
"transaction_id" bigint not null references transaction(id),
"account_id" bigint not null references account(id),
amount decimal not null check (amount > 0),
direction text not null check (direction in ('DEBIT', 'CREDIT'))
);
/************************************************************************
* Procédures
* Permet dans un bloc de code d'exécuter plusieurs opérations d'un seul coup
* Si une erreur survient RIEN n'est enregistré
************************************************************************/
create or replace procedure add_bank (
name text
)
language plpgsql
as $$
declare
v_holder_id bigint;
begin
insert into holder(type) values ('BANK')
returning id into v_holder_id;
insert into bank(id, name)
values (v_holder_id, name);
raise notice 'Titulaire créé : % = %',
v_holder_id, name;
end;
$$;
create or replace procedure add_person (
p_firstname text,
p_lastname text,
p_birthdate date
)
language plpgsql
as $$
declare
v_holder_id bigint;
begin
insert into holder(type) values ('PERSON')
returning id into v_holder_id;
insert into person(id, firstname, lastname, birthdate)
values (v_holder_id, p_firstname, p_lastname, p_birthdate);
raise notice 'Titulaire créé : % = % %',
v_holder_id, p_firstname, p_lastname;
end;
$$;
call add_person('Françoise', 'Zanetti', '1995-04-12');
call add_person('Justin', 'Hébrard', '1993-03-11');
create or replace procedure add_company (
p_name text,
p_registration_number text,
p_creation_date date
)
language plpgsql
as $$
declare
v_holder_id bigint;
begin
insert into holder(type) values ('COMPANY')
returning id into v_holder_id;
insert into company(id, name, registration_number, creation_date)
values (v_holder_id, p_name, p_registration_number, p_creation_date);
raise notice 'Titulaire créé : % = % %',
v_holder_id, p_name, p_registration_number;
end;
$$;
call add_company('Boulangerie de Valorgue', 'FR19803269968', '2014-08-19');
create or replace procedure add_account(
p_currency text,
p_holders int[],
p_shares numeric[]
)
language plpgsql
as $$
declare
v_account_id int;
v_sum numeric(6,4) := 0;
v_count int;
begin
-- Vérification des tailles
if array_length(p_holders, 1) is null or array_length(p_shares, 1) is null then
raise exception 'Les tableaux de titulaires et de parts ne peuvent pas être vides.';
end if;
if array_length(p_holders, 1) <> array_length(p_shares, 1) then
raise exception 'Les tableaux de titulaires et de parts doivent avoir la même taille.';
end if;
-- Calcul de la somme des parts
-- select sum(unnest(p_shares)) into v_sum;
for i in 1..array_length(p_shares, 1) loop
v_sum := v_sum + p_shares[i];
end loop;
if abs(v_sum - 1.0) > 0.0001 then
raise exception 'La somme des parts (%.4f) doit être égale à 1.0000', v_sum;
end if;
-- Vérification des titulaires
select count(*) into v_count from holder where id = any(p_holders);
if v_count <> array_length(p_holders, 1) then
raise exception 'Un ou plusieurs titulaires n''existent pas.';
end if;
-- Création du compte
insert into account(currency_code, balance)
values (p_currency, 0)
returning id into v_account_id;
-- Association des titulaires
for i in 1..array_length(p_holders, 1) loop
insert into account_holder(account_id, holder_id, share)
values (v_account_id, p_holders[i], p_shares[i]);
end loop;
raise notice 'Compte créé avec succès (ID=%) avec % titulaires.',
v_account_id, array_length(p_holders, 1);
end;
$$;
call add_account('EUR', array[1], array[1]);
call add_account('USD', array[1], array[1]);
call add_account('YEN', array[1], array[1]);
update account set balance = 100000 where id = 1;
update account set balance = 50000 where id = 2;
update account set balance = 2000000 where id = 3;
call add_account('EUR', array[2, 3], array[0.6, 0.4]);
call add_person('Kaneda', 'Shōtarō', '1982-12-20');
call add_account('YEN', array[5], array[1]);
call add_company('Boucherie Sanzot', 'FR68487684235', '2014-08-14');
call add_account('EUR', array[6], array[1]);
call add_company('America Logistics', '95-4524149', '1996-09-24');
call add_account('EUR', array[7], array[1]);
call add_account('USD', array[7], array[1]);
create or replace view holder_detail as
select h.id, h.type,
case
when type = 'PERSON' then firstname || ' ' || lastname
else name
end as nom,
case
when type = 'PERSON' then age(birthdate)
when type = 'COMPANY' then age(c.creation_date)
end as age
from holder h
left join person p on p.id = h.id
left join company c on c.id = h.id;
create or replace view account_detail as
select a.balance,
a.balance * ah.share as balance_currency,
a.balance * ah.share / latest_exchange_rate(a.currency_code, current_date),
a.currency_code,
hd.nom
from account a
join account_holder ah on ah.account_id = a.id
join holder_detail hd on ah.holder_id = hd.id;
/************************************************************************
* Transactions
************************************************************************/
insert into transaction (amount) values (100);
insert into operation (transaction_id, account_id, amount, direction)
values (1, 4, 100, 'CREDIT');
insert into operation (transaction_id, account_id, amount, direction)
values (1, 1, 100, 'DEBIT');
insert into transaction (amount) values (10000);
insert into operation (transaction_id, account_id, amount, direction)
values (2, 5, 10000, 'CREDIT');
insert into operation (transaction_id, account_id, amount, direction)
values (2, 3, 10000, 'DEBIT');