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Account:: namespace simplifications and cleanup (#2110)
* Flatten Holding model * Flatten balance model * Entries domain renames * Fix valuations reference * Fix trades stream * Fix brakeman warnings * Fix tests * Replace existing entryable type references in DB
This commit is contained in:
Zach Gollwitzer
GitHub
parent
f181ba941f
commit
e657c40d19
172 changed files with 1297 additions and 1258 deletions
168
db/schema.rb
generated
168
db/schema.rb
generated
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@ -10,7 +10,7 @@
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#
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# It's strongly recommended that you check this file into your version control system.
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ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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ActiveRecord::Schema[7.2].define(version: 2025_04_13_141446) do
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# These are extensions that must be enabled in order to support this database
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enable_extension "pgcrypto"
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enable_extension "plpgsql"
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@ -19,77 +19,6 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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# Note that some types may not work with other database engines. Be careful if changing database.
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create_enum "account_status", ["ok", "syncing", "error"]
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create_table "account_balances", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "account_id", null: false
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t.date "date", null: false
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t.decimal "balance", precision: 19, scale: 4, null: false
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t.string "currency", default: "USD", null: false
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
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t.index ["account_id", "date", "currency"], name: "index_account_balances_on_account_id_date_currency_unique", unique: true
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t.index ["account_id"], name: "index_account_balances_on_account_id"
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end
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create_table "account_entries", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "account_id", null: false
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t.string "entryable_type"
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t.uuid "entryable_id"
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t.decimal "amount", precision: 19, scale: 4
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t.string "currency"
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t.date "date"
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t.string "name", null: false
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.uuid "import_id"
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t.text "notes"
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t.boolean "excluded", default: false
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t.string "plaid_id"
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t.datetime "enriched_at"
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t.string "enriched_name"
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t.index ["account_id"], name: "index_account_entries_on_account_id"
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t.index ["import_id"], name: "index_account_entries_on_import_id"
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end
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create_table "account_holdings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "account_id", null: false
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t.uuid "security_id", null: false
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t.date "date", null: false
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t.decimal "qty", precision: 19, scale: 4, null: false
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t.decimal "price", precision: 19, scale: 4, null: false
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t.decimal "amount", precision: 19, scale: 4, null: false
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t.string "currency", null: false
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.index ["account_id", "security_id", "date", "currency"], name: "idx_on_account_id_security_id_date_currency_234024c8e3", unique: true
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t.index ["account_id"], name: "index_account_holdings_on_account_id"
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t.index ["security_id"], name: "index_account_holdings_on_security_id"
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end
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create_table "account_trades", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "security_id", null: false
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t.decimal "qty", precision: 19, scale: 4
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t.decimal "price", precision: 19, scale: 4
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.string "currency"
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t.index ["security_id"], name: "index_account_trades_on_security_id"
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end
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create_table "account_transactions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.uuid "category_id"
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t.uuid "merchant_id"
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t.index ["category_id"], name: "index_account_transactions_on_category_id"
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t.index ["merchant_id"], name: "index_account_transactions_on_merchant_id"
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end
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create_table "account_valuations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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end
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create_table "accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.string "subtype"
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t.uuid "family_id", null: false
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@ -159,6 +88,18 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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t.index ["addressable_type", "addressable_id"], name: "index_addresses_on_addressable"
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end
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create_table "balances", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "account_id", null: false
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t.date "date", null: false
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t.decimal "balance", precision: 19, scale: 4, null: false
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t.string "currency", default: "USD", null: false
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
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t.index ["account_id", "date", "currency"], name: "index_account_balances_on_account_id_date_currency_unique", unique: true
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t.index ["account_id"], name: "index_balances_on_account_id"
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end
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create_table "budget_categories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "budget_id", null: false
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t.uuid "category_id", null: false
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@ -227,6 +168,26 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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t.datetime "updated_at", null: false
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end
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create_table "entries", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "account_id", null: false
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t.string "entryable_type"
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t.uuid "entryable_id"
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t.decimal "amount", precision: 19, scale: 4
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t.string "currency"
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t.date "date"
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t.string "name", null: false
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.uuid "import_id"
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t.text "notes"
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t.boolean "excluded", default: false
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t.string "plaid_id"
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t.datetime "enriched_at"
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t.string "enriched_name"
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t.index ["account_id"], name: "index_entries_on_account_id"
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t.index ["import_id"], name: "index_entries_on_import_id"
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end
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create_table "exchange_rates", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.string "from_currency", null: false
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t.string "to_currency", null: false
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@ -255,6 +216,21 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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t.boolean "data_enrichment_enabled", default: false
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end
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create_table "holdings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "account_id", null: false
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t.uuid "security_id", null: false
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t.date "date", null: false
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t.decimal "qty", precision: 19, scale: 4, null: false
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t.decimal "price", precision: 19, scale: 4, null: false
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t.decimal "amount", precision: 19, scale: 4, null: false
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t.string "currency", null: false
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.index ["account_id", "security_id", "date", "currency"], name: "idx_on_account_id_security_id_date_currency_5323e39f8b", unique: true
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t.index ["account_id"], name: "index_holdings_on_account_id"
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t.index ["security_id"], name: "index_holdings_on_security_id"
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end
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create_table "impersonation_session_logs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "impersonation_session_id", null: false
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t.string "controller"
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@ -585,6 +561,25 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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t.index ["message_id"], name: "index_tool_calls_on_message_id"
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end
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create_table "trades", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "security_id", null: false
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t.decimal "qty", precision: 19, scale: 4
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t.decimal "price", precision: 19, scale: 4
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.string "currency"
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t.index ["security_id"], name: "index_trades_on_security_id"
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end
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create_table "transactions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.uuid "category_id"
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t.uuid "merchant_id"
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t.index ["category_id"], name: "index_transactions_on_category_id"
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t.index ["merchant_id"], name: "index_transactions_on_merchant_id"
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end
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create_table "transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "inflow_transaction_id", null: false
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t.uuid "outflow_transaction_id", null: false
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@ -624,6 +619,11 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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t.index ["otp_secret"], name: "index_users_on_otp_secret", unique: true, where: "(otp_secret IS NOT NULL)"
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end
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create_table "valuations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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end
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create_table "vehicles", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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@ -634,24 +634,21 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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t.string "model"
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end
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add_foreign_key "account_balances", "accounts", on_delete: :cascade
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add_foreign_key "account_entries", "accounts"
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add_foreign_key "account_entries", "imports"
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add_foreign_key "account_holdings", "accounts"
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add_foreign_key "account_holdings", "securities"
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add_foreign_key "account_trades", "securities"
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add_foreign_key "account_transactions", "categories", on_delete: :nullify
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add_foreign_key "account_transactions", "merchants"
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add_foreign_key "accounts", "families"
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add_foreign_key "accounts", "imports"
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add_foreign_key "accounts", "plaid_accounts"
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add_foreign_key "active_storage_attachments", "active_storage_blobs", column: "blob_id"
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add_foreign_key "active_storage_variant_records", "active_storage_blobs", column: "blob_id"
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add_foreign_key "balances", "accounts", on_delete: :cascade
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add_foreign_key "budget_categories", "budgets"
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add_foreign_key "budget_categories", "categories"
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add_foreign_key "budgets", "families"
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add_foreign_key "categories", "families"
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add_foreign_key "chats", "users"
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add_foreign_key "entries", "accounts"
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add_foreign_key "entries", "imports"
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add_foreign_key "holdings", "accounts"
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add_foreign_key "holdings", "securities"
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add_foreign_key "impersonation_session_logs", "impersonation_sessions"
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add_foreign_key "impersonation_sessions", "users", column: "impersonated_id"
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add_foreign_key "impersonation_sessions", "users", column: "impersonator_id"
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@ -663,8 +660,8 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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add_foreign_key "messages", "chats"
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add_foreign_key "plaid_accounts", "plaid_items"
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add_foreign_key "plaid_items", "families"
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add_foreign_key "rejected_transfers", "account_transactions", column: "inflow_transaction_id"
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add_foreign_key "rejected_transfers", "account_transactions", column: "outflow_transaction_id"
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add_foreign_key "rejected_transfers", "transactions", column: "inflow_transaction_id"
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add_foreign_key "rejected_transfers", "transactions", column: "outflow_transaction_id"
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add_foreign_key "security_prices", "securities"
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add_foreign_key "sessions", "impersonation_sessions", column: "active_impersonator_session_id"
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add_foreign_key "sessions", "users"
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@ -672,8 +669,11 @@ ActiveRecord::Schema[7.2].define(version: 2025_04_11_140604) do
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add_foreign_key "taggings", "tags"
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add_foreign_key "tags", "families"
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add_foreign_key "tool_calls", "messages"
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add_foreign_key "transfers", "account_transactions", column: "inflow_transaction_id", on_delete: :cascade
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add_foreign_key "transfers", "account_transactions", column: "outflow_transaction_id", on_delete: :cascade
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add_foreign_key "trades", "securities"
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add_foreign_key "transactions", "categories", on_delete: :nullify
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add_foreign_key "transactions", "merchants"
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add_foreign_key "transfers", "transactions", column: "inflow_transaction_id", on_delete: :cascade
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add_foreign_key "transfers", "transactions", column: "outflow_transaction_id", on_delete: :cascade
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add_foreign_key "users", "chats", column: "last_viewed_chat_id"
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add_foreign_key "users", "families"
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end
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