le king fu
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a1c3dafcd0
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feat(balance): schema & migrations v14/v15 + types (securities, holdings, account.kind) (#210)
PR Check / rust (pull_request) Successful in 23m1s
PR Check / frontend (pull_request) Successful in 2m25s
Foundations for 'détail par titre' (Étape 2), purely additive — v1-v13 are
untouched and their checksums stay intact.
v14 (balance_holdings_schema.sql, applied verbatim via BALANCE_HOLDINGS_SCHEMA):
- balance_securities: instrument catalogue, symbol normalized + COLLATE NOCASE
UNIQUE (no case-dupes), asset_type CHECK ('stock','crypto'), currency CAD.
- balance_snapshot_holdings: per-security breakdown of a snapshot line, FK to
balance_snapshot_lines (CASCADE) + balance_securities (RESTRICT), value
denormalized, UNIQUE(snapshot_line_id, security_id) + 2 indexes.
v15 (inline): balance_accounts gains kind ('simple'|'detailed', NOT NULL
DEFAULT 'simple', CHECK) + detailed_since DATE; backfills kind='detailed' on
accounts under a priced category. Two single-column ADDs (SQLite), idempotent.
consolidated_schema.sql brought to parity: 2 tables + 2 indexes + kind/
detailed_since columns + the v15 backfill (no-op for the 4 simple starters,
reproduced for future priced starters).
TS types: BalanceAccountKind, BalanceSecurity, BalanceSnapshotHolding (+
WithSecurity join variant); BalanceAccount gains kind + detailed_since;
BalanceAccountWithCategory exposes both kind and category_kind.
Tests: +9 (v14/v15 via V14_SQL/V15_SQL consts + db_through_v13 helper, plus a
consolidated parity test). cargo test 89 passed, npm build + 552 vitest green.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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2026-06-06 12:52:55 -04:00 |
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