diff --git a/db/migrate/20250807143728_create_simplefin_items.rb b/db/migrate/20250807143728_create_simplefin_items.rb new file mode 100644 index 000000000..521e625c0 --- /dev/null +++ b/db/migrate/20250807143728_create_simplefin_items.rb @@ -0,0 +1,20 @@ +class CreateSimplefinItems < ActiveRecord::Migration[7.2] + def change + create_table :simplefin_items, id: :uuid do |t| + t.references :family, null: false, foreign_key: true, type: :uuid + t.text :access_url + t.string :name + t.string :institution_id + t.string :institution_name + t.string :institution_url + t.string :status, default: "good" + t.boolean :scheduled_for_deletion, default: false + + t.index :status + t.jsonb :raw_payload + t.jsonb :raw_institution_payload + + t.timestamps + end + end +end diff --git a/db/migrate/20250807143819_create_simplefin_accounts.rb b/db/migrate/20250807143819_create_simplefin_accounts.rb new file mode 100644 index 000000000..85ab9feb7 --- /dev/null +++ b/db/migrate/20250807143819_create_simplefin_accounts.rb @@ -0,0 +1,20 @@ +class CreateSimplefinAccounts < ActiveRecord::Migration[7.2] + def change + create_table :simplefin_accounts, id: :uuid do |t| + t.references :simplefin_item, null: false, foreign_key: true, type: :uuid + t.string :name + t.string :account_id + t.string :currency + t.decimal :current_balance, precision: 19, scale: 4 + t.decimal :available_balance, precision: 19, scale: 4 + + t.index :account_id + t.string :account_type + t.string :account_subtype + t.jsonb :raw_payload + t.jsonb :raw_transactions_payload + + t.timestamps + end + end +end diff --git a/db/migrate/20250807144230_add_simplefin_account_id_to_accounts.rb b/db/migrate/20250807144230_add_simplefin_account_id_to_accounts.rb new file mode 100644 index 000000000..0e5578920 --- /dev/null +++ b/db/migrate/20250807144230_add_simplefin_account_id_to_accounts.rb @@ -0,0 +1,5 @@ +class AddSimplefinAccountIdToAccounts < ActiveRecord::Migration[7.2] + def change + add_reference :accounts, :simplefin_account, null: true, foreign_key: true, type: :uuid + end +end diff --git a/db/migrate/20250807144857_add_external_id_to_transactions.rb b/db/migrate/20250807144857_add_external_id_to_transactions.rb new file mode 100644 index 000000000..a3e80eb34 --- /dev/null +++ b/db/migrate/20250807144857_add_external_id_to_transactions.rb @@ -0,0 +1,6 @@ +class AddExternalIdToTransactions < ActiveRecord::Migration[7.2] + def change + add_column :transactions, :external_id, :string + add_index :transactions, :external_id + end +end diff --git a/db/schema.rb b/db/schema.rb index 5984a8f2a..1969c4c20 100644 --- a/db/schema.rb +++ b/db/schema.rb @@ -10,7 +10,9 @@ # # It's strongly recommended that you check this file into your version control system. -ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do +ActiveRecord::Schema[7.2].define(version: 2025_08_07_163541) do + create_schema "sure_dev_schema" + # These are extensions that must be enabled in order to support this database enable_extension "pgcrypto" enable_extension "plpgsql" @@ -29,12 +31,13 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do t.uuid "accountable_id" t.decimal "balance", precision: 19, scale: 4 t.string "currency" - t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY ((ARRAY['Loan'::character varying, 'CreditCard'::character varying, 'OtherLiability'::character varying])::text[])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true + t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true t.uuid "import_id" t.uuid "plaid_account_id" t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0" t.jsonb "locked_attributes", default: {} t.string "status", default: "active" + t.uuid "simplefin_account_id" t.index ["accountable_id", "accountable_type"], name: "index_accounts_on_accountable_id_and_accountable_type" t.index ["accountable_type"], name: "index_accounts_on_accountable_type" t.index ["currency"], name: "index_accounts_on_currency" @@ -44,6 +47,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do t.index ["family_id"], name: "index_accounts_on_family_id" t.index ["import_id"], name: "index_accounts_on_import_id" t.index ["plaid_account_id"], name: "index_accounts_on_plaid_account_id" + t.index ["simplefin_account_id"], name: "index_accounts_on_simplefin_account_id" t.index ["status"], name: "index_accounts_on_status" end @@ -672,6 +676,41 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do t.index ["var"], name: "index_settings_on_var", unique: true end + create_table "simplefin_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "simplefin_item_id", null: false + t.string "name" + t.string "account_id" + t.string "currency" + t.decimal "current_balance", precision: 19, scale: 4 + t.decimal "available_balance", precision: 19, scale: 4 + t.string "account_type" + t.string "account_subtype" + t.jsonb "raw_payload" + t.jsonb "raw_transactions_payload" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.index ["account_id"], name: "index_simplefin_accounts_on_account_id" + t.index ["simplefin_item_id"], name: "index_simplefin_accounts_on_simplefin_item_id" + end + + create_table "simplefin_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| + t.uuid "family_id", null: false + t.text "access_url" + t.string "name" + t.string "institution_id" + t.string "institution_name" + t.string "institution_url" + t.string "status", default: "good" + t.boolean "scheduled_for_deletion", default: false + t.jsonb "raw_payload" + t.jsonb "raw_institution_payload" + t.datetime "created_at", null: false + t.datetime "updated_at", null: false + t.boolean "pending_account_setup", default: false, null: false + t.index ["family_id"], name: "index_simplefin_items_on_family_id" + t.index ["status"], name: "index_simplefin_items_on_status" + end + create_table "subscriptions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t| t.uuid "family_id", null: false t.string "status", null: false @@ -756,7 +795,9 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do t.uuid "merchant_id" t.jsonb "locked_attributes", default: {} t.string "kind", default: "standard", null: false + t.string "external_id" t.index ["category_id"], name: "index_transactions_on_category_id" + t.index ["external_id"], name: "index_transactions_on_external_id" t.index ["kind"], name: "index_transactions_on_kind" t.index ["merchant_id"], name: "index_transactions_on_merchant_id" end @@ -827,6 +868,7 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do add_foreign_key "accounts", "families" add_foreign_key "accounts", "imports" add_foreign_key "accounts", "plaid_accounts" + add_foreign_key "accounts", "simplefin_accounts" add_foreign_key "active_storage_attachments", "active_storage_blobs", column: "blob_id" add_foreign_key "active_storage_variant_records", "active_storage_blobs", column: "blob_id" add_foreign_key "api_keys", "users" @@ -864,6 +906,8 @@ ActiveRecord::Schema[7.2].define(version: 2025_07_24_115507) do add_foreign_key "security_prices", "securities" add_foreign_key "sessions", "impersonation_sessions", column: "active_impersonator_session_id" add_foreign_key "sessions", "users" + add_foreign_key "simplefin_accounts", "simplefin_items" + add_foreign_key "simplefin_items", "families" add_foreign_key "subscriptions", "families" add_foreign_key "syncs", "syncs", column: "parent_id" add_foreign_key "taggings", "tags"