Simpl-Resultat/src-tauri
le king fu a6787adef0 feat(balance): add migration v9 schema (5 tables, 7 indexes, seed)
Adds the SQL foundation for the Bilan (balance sheet) feature:

- 5 new tables: balance_categories, balance_accounts, balance_snapshots,
  balance_snapshot_lines, balance_account_transfers
- 7 indexes (category, active partial, snapshot, accounts x2, transaction,
  snapshot_date)
- Seed of 7 standard categories (5 simple + 2 priced) marked is_seed=1
- CHECK(currency = 'CAD') on balance_accounts (MVP — v2 lifts the constraint
  with a multi-currency rate table)
- CHECK kind invariants on balance_snapshot_lines (quantity/unit_price both
  NULL OR both NOT NULL)
- FK transaction_id ON DELETE RESTRICT to preserve reproducibility of
  Modified Dietz returns calculated on past periods

Migration v9 is added inline to the lib.rs Vec<Migration> via a new
constant database::BALANCE_SCHEMA backed by balance_schema.sql. The
schema is mirrored in consolidated_schema.sql so brand-new profiles
get the feature preinstalled without replaying v9.

13 new co-located rusqlite tests validate the migration on a fresh
in-memory DB: schema applies cleanly, 7 categories seeded with correct
kinds, CHECK rejects invalid currency/kind/direction, UNIQUE rejects
duplicate snapshot_date / (snapshot_id,account_id) / (transaction_id,
account_id), FK CASCADE on snapshot delete, FK RESTRICT on transaction
delete and on category with linked accounts, seed idempotent on replay.

Refs #138

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-25 14:31:50 -04:00
..
capabilities feat: add Settings page with in-app updater support 2026-02-11 11:47:25 +00:00
icons Initial project scaffold: Tauri v2 + React + TypeScript + TailwindCSS v4 2026-02-07 11:05:11 +00:00
src feat(balance): add migration v9 schema (5 tables, 7 indexes, seed) 2026-04-25 14:31:50 -04:00
.gitignore Initial project scaffold: Tauri v2 + React + TypeScript + TailwindCSS v4 2026-02-07 11:05:11 +00:00
build.rs Initial project scaffold: Tauri v2 + React + TypeScript + TailwindCSS v4 2026-02-07 11:05:11 +00:00
Cargo.lock chore: release v0.8.4 2026-04-21 19:32:44 -04:00
Cargo.toml chore: release v0.8.4 2026-04-21 19:32:44 -04:00
tauri.conf.json chore: release v0.8.4 2026-04-21 19:32:44 -04:00