vpetkovic
11/1/2019 - 11:03 PM

Calculate Recurring dates

ROWS UNBOUNDED PRECEDING is the abbreviated version of ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW.

This window frame-ing option means that for each row the SUM will include itself and all predecessors as ordered by id.

The ROWS option is potentially important for efficiency as described in (Best approaches for running totals – updated for SQL Server 2012)[http://sqlperformance.com/2012/07/t-sql-queries/running-totals]

CREATE FUNCTION dbo.fn_recurringDates(
    @wkDayPattern    tinyint=127,  --- 1=Mon, 2=Tue, 4=Wed, ... 127=All
    @dayFrequency    tinyint=1,    --- 1=All, 2=every second, ...
    @exactDay        tinyint=NULL, --- Specific day number of the month
 
    @occurrenceNo    tinyint=NULL,  -- 1=First, 2=Second, ... 0=Last
    @occurrenceType  tinyint=NULL,  -- ... of 1=Week, 2=Month, 3=Year
 
    @weekFrequency   tinyint=1,    --- 1=Every week, 2=Every second, etc
    @exactWeek       tinyint=NULL,  -- Specific ISO week of the year
 
    @monPattern      smallint=4095, -- 1=Jan, 2=Feb, 4=March, ...
    @monFrequency    tinyint=1,    --- 1=Every month, 2=Every second...
 
    @yearFrequency   tinyint=1,    --- 1=Every year, 2=Every two...
 
    @start           date,         --- Start date of recurrence
    @end             date=NULL,    --- End date of recurrence
    @occurrences     int=NULL      --- Max number of occurrences
)
RETURNS @dates TABLE (
    [date]        date NOT NULL,
    PRIMARY KEY CLUSTERED ([date])
)
AS
 
BEGIN
    --- Variable declarations:
    DECLARE @occurrenceCount int=0, @year date=@start;
 
    --- Make sure the parameters are set correctly:
    IF (@occurrences IS NULL AND @end IS NULL) RETURN;
    IF (@occurrenceNo IS NOT NULL AND @occurrenceType IS NULL)
        SET @occurrenceNo=NULL;
 
    --- This loop will start off with @year=@start and then
    --- increase @year by one calendar year for every iteration:
    WHILE (@occurrenceCount<@occurrences AND
            DATEDIFF(yy, @start, @year)<@yearFrequency*@occurrences OR
        @year<@end) BEGIN;
 
        --- Build a recursive common table expression that loops
        --- through every date from @year and one year forward.
        WITH dates ([date], occurrence)
        AS (
            SELECT @year, 1
            UNION ALL
            SELECT DATEADD(dd, 1, [date]), occurrence+1
            FROM dates
            WHERE DATEADD(dd, 1, [date])<DATEADD(yy, 1, @year))
 
        --- INSERT the result into the output table, @dates
        INSERT INTO @dates ([date])
        SELECT [date]
        FROM (
            SELECT [date],
                --- The "ordinal number of the year"
                DATEDIFF(yy, @start, @year) AS yearOrdinal,
 
                --- The ordinal number of the week (first week,
                --- second, third, ...) starting with @year.
                DENSE_RANK() OVER (
                    ORDER BY DATEPART(yy, [date]),
                        NULLIF(DATEPART(isoww, [date]), 0)
                    ) AS wkOrdinal,
 
                --- Ordinal number of the month, as of @year.
                DENSE_RANK() OVER (
                    ORDER BY DATEPART(yy, [date]), DATEPART(mm, [date])
                    ) AS monOrdinal,
 
                --- Ordinal number of the day, as of @year.
                ROW_NUMBER() OVER (
                    PARTITION BY DATEPART(yy, [date])
                    ORDER BY [date]
                    ) AS dayOrdinal,
 
                --- Ordinal number of the day, per @occurenceType,
                --- as of @year:
                ROW_NUMBER() OVER (
                    PARTITION BY (CASE @occurrenceType
                            WHEN 1 THEN DATEPART(isoww, [date])
                            WHEN 2 THEN DATEPART(mm, [date])
                            END),
                        (CASE WHEN @occurrenceType IN (1, 3)
                            THEN DATEPART(yy, [date]) END)
                    ORDER BY [date]
                    ) AS dateOrdinal,
 
                --- dayOrdinal (descending). Used to calculate
                --- LAST occurrence (@occurenceNo=0)
                ROW_NUMBER() OVER (
                    PARTITION BY (CASE @occurrenceType
                        WHEN 1 THEN DATEPART(isoww, [date])
                        WHEN 2 THEN DATEPART(mm, [date])
                        END),
                        (CASE WHEN @occurrenceType IN (1, 3)
                            THEN DATEPART(yy, [date]) END)
                    ORDER BY [date] DESC
                    ) AS dateOrdinalDesc
 
            FROM dates
            WHERE
                --- Logical AND to filter specific weekdays:
                POWER(2, (DATEPART(dw, [date])+@@DATEFIRST+5)%7)
                    & @wkDayPattern>0 AND
 
                --- Logical AND to filter specific months:
                POWER(2, DATEPART(mm, [date])-1)
                    & @monPattern>0 AND
 
                --- Filter specific ISO week numbers:
                (@exactWeek IS NULL OR
                 DATEPART(isoww, [date])=@exactWeek) AND
 
                --- Filter specific days of the month:
                (@exactDay IS NULL OR
                 DATEPART(dd, [date])=@exactDay)
 
            ) AS sub
 
        WHERE
            --- Modulo operator, to filter yearly frequencies:
            sub.yearOrdinal%@yearFrequency=0 AND
 
            --- Modulo operator, to filter monthly frequencies:
            sub.monOrdinal%@monFrequency=0 AND
 
            --- Modulo operator, to filter weekly frequencies:
            sub.wkOrdinal%@weekFrequency=0 AND
 
            --- Modulo operator, to filter daily frequencies:
            sub.dateOrdinal%@dayFrequency=0 AND
 
            --- Filter day ordinal:
            (@occurrenceNo IS NULL OR
             @occurrenceNo=sub.dateOrdinal OR
             @occurrenceNo=0 AND sub.dateOrdinalDesc=1) AND
 
            --- ... and finally, stop if we reach @end:
            sub.[date]<=ISNULL(@end, sub.[date])
 
        --- The default is 100, so we'll get an error if we don't
        --- explicitly allow for more recursions:
        OPTION (MAXRECURSION 366);
 
        --- Add the number of dates that we've added to the
        --- @dates table to our counter, @occurrenceCount.
        --- Also, increase @year by one year.
        SELECT
            @occurrenceCount=@occurrenceCount+@@ROWCOUNT,
            @year=DATEADD(yy, 1, @year);
    END;
 
    RETURN;
END;
 
GO