Chris Olson
c3cf0f3eb8
Foundation: single arm64 container (Hono + SQLite via Drizzle, React + Vite), local sign-in with long-lived sessions and passkeys, roles (read-only, full access, admin), nightly and pre-upgrade backups, light and dark themes, date-based version numbers, and the ideas lightbulb behind IDEAS_ENABLED. Money in: accounts with balances, CSV import with bank detection, a column mapping pop-up for unknown layouts, duplicate checks, transfer pairing and undo; one-tap review with learned rules; activity with search, splits, tags, notes and cash entries. Statement files are blocked from commits by a pre-commit hook; tests use synthetic fixtures only. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
145 lines
5.6 KiB
SQL
145 lines
5.6 KiB
SQL
CREATE TABLE `account` (
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`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
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`name` text NOT NULL,
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`kind` text NOT NULL,
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`institution` text,
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`last4` text,
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`color` text DEFAULT 'indigo' NOT NULL,
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`status` text DEFAULT 'open' NOT NULL,
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`balance_cents` integer DEFAULT 0 NOT NULL,
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`balance_as_of` text,
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`balance_source` text,
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`layout_key` text,
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`file_name_pattern` text,
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`sort_order` integer DEFAULT 0 NOT NULL,
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`created_at` text NOT NULL,
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`updated_at` text NOT NULL,
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`retired_at` text
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);
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--> statement-breakpoint
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CREATE TABLE `category` (
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`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
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`group_id` integer NOT NULL,
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`name` text NOT NULL,
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`kind` text DEFAULT 'expense' NOT NULL,
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`icon` text DEFAULT 'circle' NOT NULL,
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`color` text DEFAULT 'slate' NOT NULL,
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`archived` integer DEFAULT false NOT NULL,
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`sort_order` integer DEFAULT 0 NOT NULL,
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FOREIGN KEY (`group_id`) REFERENCES `category_group`(`id`) ON UPDATE no action ON DELETE no action
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);
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--> statement-breakpoint
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CREATE INDEX `category_group_idx` ON `category` (`group_id`);--> statement-breakpoint
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CREATE TABLE `category_group` (
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`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
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`name` text NOT NULL,
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`sort_order` integer DEFAULT 0 NOT NULL
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);
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--> statement-breakpoint
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CREATE TABLE `import_layout` (
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`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
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`name` text NOT NULL,
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`signature` text NOT NULL,
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`config` text NOT NULL,
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`created_at` text NOT NULL
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);
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--> statement-breakpoint
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CREATE TABLE `import` (
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`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
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`account_id` integer NOT NULL,
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`file_name` text NOT NULL,
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`file_hash` text NOT NULL,
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`layout_key` text NOT NULL,
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`date_from` text,
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`date_to` text,
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`row_count` integer DEFAULT 0 NOT NULL,
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`added_count` integer DEFAULT 0 NOT NULL,
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`duplicate_count` integer DEFAULT 0 NOT NULL,
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`skipped_count` integer DEFAULT 0 NOT NULL,
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`transfer_count` integer DEFAULT 0 NOT NULL,
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`status` text DEFAULT 'committed' NOT NULL,
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`previous_balance` text,
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`user_id` integer,
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`created_at` text NOT NULL,
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`undone_at` text,
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FOREIGN KEY (`account_id`) REFERENCES `account`(`id`) ON UPDATE no action ON DELETE no action,
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FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE set null
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);
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--> statement-breakpoint
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CREATE INDEX `import_account_idx` ON `import` (`account_id`);--> statement-breakpoint
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CREATE TABLE `rule` (
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`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
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`merchant` text NOT NULL,
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`account_id` integer,
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`category_id` integer,
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`rename_to` text,
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`source` text DEFAULT 'learned' NOT NULL,
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`hits` integer DEFAULT 0 NOT NULL,
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`created_at` text NOT NULL,
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`last_used_at` text,
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FOREIGN KEY (`account_id`) REFERENCES `account`(`id`) ON UPDATE no action ON DELETE cascade,
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FOREIGN KEY (`category_id`) REFERENCES `category`(`id`) ON UPDATE no action ON DELETE cascade
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);
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--> statement-breakpoint
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CREATE INDEX `rule_merchant_idx` ON `rule` (`merchant`);--> statement-breakpoint
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CREATE TABLE `split` (
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`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
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`transaction_id` integer NOT NULL,
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`category_id` integer NOT NULL,
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`amount_cents` integer NOT NULL,
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`note` text,
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FOREIGN KEY (`transaction_id`) REFERENCES `txn`(`id`) ON UPDATE no action ON DELETE cascade,
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FOREIGN KEY (`category_id`) REFERENCES `category`(`id`) ON UPDATE no action ON DELETE no action
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);
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--> statement-breakpoint
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CREATE INDEX `split_txn_idx` ON `split` (`transaction_id`);--> statement-breakpoint
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CREATE INDEX `split_category_idx` ON `split` (`category_id`);--> statement-breakpoint
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CREATE TABLE `tag` (
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`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
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`name` text NOT NULL,
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`color` text DEFAULT 'slate' NOT NULL
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);
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--> statement-breakpoint
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CREATE UNIQUE INDEX `tag_name_unique` ON `tag` (`name`);--> statement-breakpoint
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CREATE TABLE `txn_tag` (
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`transaction_id` integer NOT NULL,
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`tag_id` integer NOT NULL,
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FOREIGN KEY (`transaction_id`) REFERENCES `txn`(`id`) ON UPDATE no action ON DELETE cascade,
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FOREIGN KEY (`tag_id`) REFERENCES `tag`(`id`) ON UPDATE no action ON DELETE cascade
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);
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--> statement-breakpoint
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CREATE UNIQUE INDEX `txn_tag_pk` ON `txn_tag` (`transaction_id`,`tag_id`);--> statement-breakpoint
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CREATE INDEX `txn_tag_tag_idx` ON `txn_tag` (`tag_id`);--> statement-breakpoint
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CREATE TABLE `txn` (
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`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
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`account_id` integer NOT NULL,
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`import_id` integer,
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`date` text NOT NULL,
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`posted_date` text,
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`amount_cents` integer NOT NULL,
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`description` text NOT NULL,
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`merchant` text NOT NULL,
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`category_id` integer,
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`needs_review` integer DEFAULT true NOT NULL,
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`suggested_by` text,
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`is_split` integer DEFAULT false NOT NULL,
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`bank_category` text,
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`bank_type` text,
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`note` text,
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`transfer_peer_id` integer,
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`source` text DEFAULT 'import' NOT NULL,
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`dedupe_key` text NOT NULL,
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`created_at` text NOT NULL,
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`updated_at` text NOT NULL,
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FOREIGN KEY (`account_id`) REFERENCES `account`(`id`) ON UPDATE no action ON DELETE no action,
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FOREIGN KEY (`import_id`) REFERENCES `import`(`id`) ON UPDATE no action ON DELETE no action,
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FOREIGN KEY (`category_id`) REFERENCES `category`(`id`) ON UPDATE no action ON DELETE no action
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);
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--> statement-breakpoint
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CREATE INDEX `txn_account_date_idx` ON `txn` (`account_id`,`date`);--> statement-breakpoint
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CREATE INDEX `txn_date_idx` ON `txn` (`date`);--> statement-breakpoint
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CREATE INDEX `txn_category_date_idx` ON `txn` (`category_id`,`date`);--> statement-breakpoint
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CREATE INDEX `txn_merchant_idx` ON `txn` (`merchant`);--> statement-breakpoint
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CREATE INDEX `txn_dedupe_idx` ON `txn` (`dedupe_key`);--> statement-breakpoint
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CREATE INDEX `txn_review_idx` ON `txn` (`needs_review`);--> statement-breakpoint
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CREATE INDEX `txn_import_idx` ON `txn` (`import_id`); |