diff --git a/app/components/DS/button.rb b/app/components/DS/button.rb
index ca5644225..6abe4cc08 100644
--- a/app/components/DS/button.rb
+++ b/app/components/DS/button.rb
@@ -25,7 +25,8 @@ class DS::Button < DS::Buttonish
data = merged_opts.delete(:data) || {}
if confirm.present?
- data = data.merge(turbo_confirm: confirm.to_data_attribute)
+ confirm_value = confirm.respond_to?(:to_data_attribute) ? confirm.to_data_attribute : confirm
+ data = data.merge(turbo_confirm: confirm_value)
end
if frame.present?
diff --git a/app/controllers/transfers_controller.rb b/app/controllers/transfers_controller.rb
index 66435e8c2..44f6b8217 100644
--- a/app/controllers/transfers_controller.rb
+++ b/app/controllers/transfers_controller.rb
@@ -197,25 +197,21 @@ class TransfersController < ApplicationController
new_source_fee = transfer_update_params[:source_fee_amount]
new_destination_fee = transfer_update_params[:destination_fee_amount]
+ current_source_fee = @transfer.derived_source_fee_amount
+ current_destination_fee = @transfer.derived_destination_fee_amount
+ source_fee_changed = new_source_fee.present? && new_source_fee.to_d != current_source_fee
+ dest_fee_changed = new_destination_fee.present? && new_destination_fee.to_d != current_destination_fee
amount_changed = new_amount.present? && new_amount.to_d != @transfer.amount.to_d
- source_fee_changed = new_source_fee.present? && new_source_fee.to_d != @transfer.source_fee_amount.to_d
- dest_fee_changed = new_destination_fee.present? && new_destination_fee.to_d != @transfer.destination_fee_amount.to_d
return unless amount_changed || source_fee_changed || dest_fee_changed
@transfer.amount = new_amount.to_d if amount_changed
- @transfer.source_fee_amount = new_source_fee.to_d if source_fee_changed
- @transfer.destination_fee_amount = new_destination_fee.to_d if dest_fee_changed
- # Recompute outflow entry (always principal only)
if amount_changed
outflow_entry = @transfer.outflow_transaction.entry
outflow_entry.amount = @transfer.amount
outflow_entry.save!
- end
- # Recompute inflow entry (always principal converted, no fee baked in)
- if amount_changed
inflow_entry = @transfer.inflow_transaction.entry
converted = Money.new(@transfer.amount, @transfer.from_account.currency)
.exchange_to(@transfer.to_account.currency, date: @transfer.date)
@@ -223,22 +219,20 @@ class TransfersController < ApplicationController
inflow_entry.save!
end
- # Update source fee transaction
if source_fee_changed
update_fee_transaction(
account: @transfer.from_account,
- old_fee: @transfer.source_fee_amount_before_last_save || @transfer.source_fee_amount,
- new_fee: @transfer.source_fee_amount,
+ old_fee: current_source_fee,
+ new_fee: new_source_fee.to_d,
name: "Transfer fee — #{@transfer.name}"
)
end
- # Update destination fee transaction
if dest_fee_changed
update_fee_transaction(
account: @transfer.to_account,
- old_fee: @transfer.destination_fee_amount_before_last_save || @transfer.destination_fee_amount,
- new_fee: @transfer.destination_fee_amount,
+ old_fee: current_destination_fee,
+ new_fee: new_destination_fee.to_d,
name: "Transfer fee — #{@transfer.name}"
)
end
diff --git a/app/models/transfer.rb b/app/models/transfer.rb
index 0f91cba70..2e551e4cd 100644
--- a/app/models/transfer.rb
+++ b/app/models/transfer.rb
@@ -4,6 +4,8 @@ class Transfer < ApplicationRecord
has_many :fee_transactions, class_name: "Transaction", dependent: :destroy
+ attr_accessor :source_fee_amount, :destination_fee_amount
+
enum :status, { pending: "pending", confirmed: "confirmed" }
validates :inflow_transaction_id, uniqueness: true
@@ -13,7 +15,6 @@ class Transfer < ApplicationRecord
validate :transfer_has_opposite_amounts_or_fees
validate :transfer_within_date_range
validate :transfer_has_same_family
- validate :fees_must_be_non_negative
class << self
def kind_for_account(account)
@@ -48,13 +49,11 @@ class Transfer < ApplicationRecord
end
def derived_source_fee_amount
- from_fee = fee_transactions.joins(:entry).where(entries: { account_id: from_account.id }).sum("entries.amount")
- from_fee > 0 ? from_fee : source_fee_amount.to_d
+ fee_transactions.joins(:entry).where(entries: { account_id: from_account.id }).sum("entries.amount")
end
def derived_destination_fee_amount
- to_fee = fee_transactions.joins(:entry).where(entries: { account_id: to_account.id }).sum("entries.amount")
- to_fee > 0 ? to_fee : destination_fee_amount.to_d
+ fee_transactions.joins(:entry).where(entries: { account_id: to_account.id }).sum("entries.amount")
end
def amount_abs
@@ -168,11 +167,6 @@ class Transfer < ApplicationRecord
end
end
- def fees_must_be_non_negative
- errors.add(:source_fee_amount, :greater_than_or_equal_to, count: 0) if source_fee_amount.to_d.negative?
- errors.add(:destination_fee_amount, :greater_than_or_equal_to, count: 0) if destination_fee_amount.to_d.negative?
- end
-
def transfer_within_date_range
return unless inflow_transaction&.entry && outflow_transaction&.entry
diff --git a/app/models/transfer/creator.rb b/app/models/transfer/creator.rb
index 58b788445..dd14ac3da 100644
--- a/app/models/transfer/creator.rb
+++ b/app/models/transfer/creator.rb
@@ -18,13 +18,14 @@ class Transfer::Creator
end
def create
+ raise ArgumentError, "source_fee_amount must be non-negative" if source_fee_amount.negative?
+ raise ArgumentError, "destination_fee_amount must be non-negative" if destination_fee_amount.negative?
+
transfer = Transfer.new(
inflow_transaction: inflow_transaction,
outflow_transaction: outflow_transaction,
status: "confirmed",
- amount: amount,
- source_fee_amount: source_fee_amount,
- destination_fee_amount: destination_fee_amount
+ amount: amount
)
Transfer.transaction do
diff --git a/app/views/api/v1/transfers/_transfer.json.jbuilder b/app/views/api/v1/transfers/_transfer.json.jbuilder
index 734d6c863..58fb4126f 100644
--- a/app/views/api/v1/transfers/_transfer.json.jbuilder
+++ b/app/views/api/v1/transfers/_transfer.json.jbuilder
@@ -8,9 +8,9 @@ json.amount_cents money_to_minor_units(transfer.amount_abs)
json.currency transfer.inflow_transaction.entry.currency
json.transfer_type transfer.transfer_type
json.notes transfer.notes
-json.source_fee_amount transfer.source_fee_amount.to_s("F")
+json.source_fee_amount transfer.derived_source_fee_amount.to_s("F")
json.source_fee_currency transfer.from_account&.currency
-json.destination_fee_amount transfer.destination_fee_amount.to_s("F")
+json.destination_fee_amount transfer.derived_destination_fee_amount.to_s("F")
json.destination_fee_currency transfer.to_account&.currency
json.inflow_transaction do
diff --git a/app/views/transfers/show.html.erb b/app/views/transfers/show.html.erb
index 8286ea3ff..f0a7b8836 100644
--- a/app/views/transfers/show.html.erb
+++ b/app/views/transfers/show.html.erb
@@ -42,11 +42,6 @@
<%= t(".source_fee") %>
<%= format_money Money.new(@transfer.derived_source_fee_amount, @transfer.from_account.currency) * -1 %>
-
- <% @transfer.fee_transactions.select { |t| t.entry.account_id == @transfer.from_account.id }.each do |fee_tx| %>
- <%= link_to t(".view_fee_transaction"), transaction_path(fee_tx), data: { turbo_frame: "_top" }, class: "underline" %>
- <% end %>
-
- <%= t(".total") %>
-
@@ -55,18 +50,6 @@
<% end %>
- <% if @transfer.has_destination_fee? %>
-
- - <%= t(".destination_fee") %>
- - <%= format_money Money.new(@transfer.derived_destination_fee_amount, @transfer.to_account.currency) * -1 %>
-
-
- <% @transfer.fee_transactions.select { |t| t.entry.account_id == @transfer.to_account.id }.each do |fee_tx| %>
- <%= link_to t(".view_fee_transaction"), transaction_path(fee_tx), data: { turbo_frame: "_top" }, class: "underline" %>
- <% end %>
-
- <% end %>
-
<%= render "shared/ruler", classes: "my-2" %>
@@ -85,6 +68,10 @@
- +<%= format_money @transfer.inflow_transaction.entry.amount_money * -1 %>
<% if @transfer.has_destination_fee? %>
+
+ - <%= t(".destination_fee") %>
+ - <%= format_money Money.new(@transfer.derived_destination_fee_amount, @transfer.to_account.currency) * -1 %>
+
- <%= t(".total") %>
- +<%= format_money (@transfer.inflow_transaction.entry.amount_money * -1) - Money.new(@transfer.derived_destination_fee_amount, @transfer.to_account.currency) %>
@@ -135,7 +122,11 @@
size: :md,
href: transfer_path(@transfer),
method: :delete,
- confirm: true,
+ confirm: CustomConfirm.new(
+ title: t(".delete_title"),
+ body: t(".delete_subtitle"),
+ destructive: true
+ ),
frame: "_top"
) %>
diff --git a/config/locales/views/transfers/ca.yml b/config/locales/views/transfers/ca.yml
index 2fa5f8d5a..1ee8d9bef 100644
--- a/config/locales/views/transfers/ca.yml
+++ b/config/locales/views/transfers/ca.yml
@@ -43,6 +43,5 @@ ca:
total: Total
transfer_amount: Import de la transferència
uncategorized: Sense categoria
- view_fee_transaction: Veure transacció de comissió
update:
success: Transferència actualitzada
diff --git a/config/locales/views/transfers/en.yml b/config/locales/views/transfers/en.yml
index 99bf2b7f4..7a6ba74fc 100644
--- a/config/locales/views/transfers/en.yml
+++ b/config/locales/views/transfers/en.yml
@@ -48,7 +48,6 @@ en:
bank_charges: Bank Charges
source_fee: Source fee
destination_fee: Destination fee
- view_fee_transaction: View fee transaction
category: Category
uncategorized: Uncategorized
update:
diff --git a/config/locales/views/transfers/es.yml b/config/locales/views/transfers/es.yml
index 64c86ccb4..1f438d08a 100644
--- a/config/locales/views/transfers/es.yml
+++ b/config/locales/views/transfers/es.yml
@@ -32,6 +32,5 @@ es:
settings: Configuración
total: Total
transfer_amount: Importe de la transferencia
- view_fee_transaction: Ver transacción de comisión
update:
success: Transferencia actualizada
diff --git a/config/locales/views/transfers/fr.yml b/config/locales/views/transfers/fr.yml
index 6541c1f5f..c63399400 100644
--- a/config/locales/views/transfers/fr.yml
+++ b/config/locales/views/transfers/fr.yml
@@ -32,6 +32,5 @@ fr:
settings: Paramètres
total: Total
transfer_amount: Montant du transfert
- view_fee_transaction: Voir la transaction de frais
update:
success: Transfert mis à jour
diff --git a/config/locales/views/transfers/hu.yml b/config/locales/views/transfers/hu.yml
index 16db84b4a..2caf17385 100644
--- a/config/locales/views/transfers/hu.yml
+++ b/config/locales/views/transfers/hu.yml
@@ -41,6 +41,5 @@ hu:
uncategorized: Kategorizálatlan
total: '[Total]'
transfer_amount: '[Transfer amount]'
- view_fee_transaction: '[View fee transaction]'
update:
success: Átutalás frissítve
diff --git a/config/locales/views/transfers/vi.yml b/config/locales/views/transfers/vi.yml
index b24f23d36..829fe5799 100644
--- a/config/locales/views/transfers/vi.yml
+++ b/config/locales/views/transfers/vi.yml
@@ -41,6 +41,5 @@ vi:
uncategorized: Chưa phân loại
total: '[Total]'
transfer_amount: '[Transfer amount]'
- view_fee_transaction: '[View fee transaction]'
update:
success: Chuyển khoản đã được cập nhật
diff --git a/config/locales/views/transfers/zh-CN.yml b/config/locales/views/transfers/zh-CN.yml
index f033ffabe..a8c3e0f8a 100644
--- a/config/locales/views/transfers/zh-CN.yml
+++ b/config/locales/views/transfers/zh-CN.yml
@@ -45,6 +45,5 @@ zh-CN:
uncategorized: 未分类
total: 总计
transfer_amount: 转账金额
- view_fee_transaction: 查看费用交易
update:
success: 转账已更新
diff --git a/db/migrate/20260628200000_remove_fee_amounts_from_transfers.rb b/db/migrate/20260628200000_remove_fee_amounts_from_transfers.rb
new file mode 100644
index 000000000..b6c07f05d
--- /dev/null
+++ b/db/migrate/20260628200000_remove_fee_amounts_from_transfers.rb
@@ -0,0 +1,8 @@
+class RemoveFeeAmountsFromTransfers < ActiveRecord::Migration[7.2]
+ def change
+ remove_check_constraint :transfers, name: "check_source_fee_non_negative"
+ remove_check_constraint :transfers, name: "check_destination_fee_non_negative"
+ remove_column :transfers, :source_fee_amount, :decimal
+ remove_column :transfers, :destination_fee_amount, :decimal
+ end
+end
diff --git a/db/schema.rb b/db/schema.rb
index cd9124646..b66122225 100644
--- a/db/schema.rb
+++ b/db/schema.rb
@@ -10,10 +10,10 @@
#
# It's strongly recommended that you check this file into your version control system.
-ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
+ActiveRecord::Schema[7.2].define(version: 2026_06_25_230639) do
# These are extensions that must be enabled in order to support this database
- enable_extension "pg_catalog.plpgsql"
enable_extension "pgcrypto"
+ enable_extension "plpgsql"
# Custom types defined in this database.
# Note that some types may not work with other database engines. Be careful if changing database.
@@ -23,9 +23,9 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "account_providers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "account_id", null: false
- t.datetime "created_at", null: false
- t.uuid "provider_id", null: false
t.string "provider_type", null: false
+ t.uuid "provider_id", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["account_id", "provider_type"], name: "index_account_providers_on_account_and_provider_type", unique: true
t.index ["provider_type", "provider_id"], name: "index_account_providers_on_provider_type_and_provider_id", unique: true
@@ -33,11 +33,11 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "account_shares", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "account_id", null: false
- t.datetime "created_at", null: false
- t.boolean "include_in_finances", default: true, null: false
- t.string "permission", default: "read_only", null: false
- t.datetime "updated_at", null: false
t.uuid "user_id", null: false
+ t.string "permission", default: "read_only", null: false
+ t.boolean "include_in_finances", default: true, null: false
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["account_id", "user_id"], name: "index_account_shares_on_account_id_and_user_id", unique: true
t.index ["account_id"], name: "index_account_shares_on_account_id"
t.index ["user_id", "include_in_finances"], name: "index_account_shares_on_user_id_and_include_in_finances"
@@ -46,30 +46,30 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "account_statements", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "family_id", null: false
t.uuid "account_id"
- t.string "account_last4_hint", limit: 4
- t.string "account_name_hint", limit: 200
+ t.uuid "suggested_account_id"
+ t.string "filename", limit: 255, null: false
+ t.string "content_type", limit: 100, null: false
t.bigint "byte_size", null: false
t.string "checksum", limit: 64, null: false
- t.decimal "closing_balance", precision: 19, scale: 4
- t.string "content_sha256"
- t.string "content_type", limit: 100, null: false
- t.datetime "created_at", null: false
- t.string "currency", limit: 3
- t.uuid "family_id", null: false
- t.string "filename", limit: 255, null: false
+ t.string "source", default: "manual_upload", null: false
+ t.string "upload_status", default: "stored", null: false
t.string "institution_name_hint", limit: 200
- t.decimal "match_confidence", precision: 5, scale: 4
- t.decimal "opening_balance", precision: 19, scale: 4
- t.decimal "parser_confidence", precision: 5, scale: 4
- t.date "period_end_on"
+ t.string "account_name_hint", limit: 200
+ t.string "account_last4_hint", limit: 4
t.date "period_start_on"
+ t.date "period_end_on"
+ t.decimal "opening_balance", precision: 19, scale: 4
+ t.decimal "closing_balance", precision: 19, scale: 4
+ t.string "currency", limit: 3
+ t.decimal "parser_confidence", precision: 5, scale: 4
+ t.decimal "match_confidence", precision: 5, scale: 4
t.string "review_status", default: "unmatched", null: false
t.jsonb "sanitized_parser_output", default: {}, null: false
- t.string "source", default: "manual_upload", null: false
- t.uuid "suggested_account_id"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
- t.string "upload_status", default: "stored", null: false
+ t.string "content_sha256"
t.index ["account_id", "period_start_on", "period_end_on"], name: "index_account_statements_on_account_period"
t.index ["account_id"], name: "index_account_statements_on_account_id"
t.index ["family_id", "checksum"], name: "index_account_statements_on_family_checksum"
@@ -97,27 +97,29 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.uuid "accountable_id"
- t.string "accountable_type"
- t.decimal "balance", precision: 19, scale: 4
- t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
- 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.datetime "created_at", null: false
- t.string "currency"
- t.datetime "disabled_at"
+ t.string "subtype"
t.uuid "family_id", null: false
- t.uuid "import_id"
- t.string "institution_domain"
- t.string "institution_name"
- t.jsonb "locked_attributes", default: {}
t.string "name"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
+ t.string "accountable_type"
+ 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.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.string "institution_name"
+ t.string "institution_domain"
t.text "notes"
t.uuid "owner_id"
- t.uuid "plaid_account_id"
- t.uuid "simplefin_account_id"
- t.string "status", default: "active"
- t.string "subtype"
- t.datetime "updated_at", null: false
+ t.datetime "disabled_at"
+ t.boolean "exclude_from_reports", default: false, null: false
+ t.integer "account_providers_count", default: 0, null: false
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"
@@ -125,6 +127,7 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
t.index ["family_id", "id"], name: "index_accounts_on_family_id_and_id"
t.index ["family_id", "status", "accountable_type"], name: "index_accounts_on_family_id_status_accountable_type"
t.index ["family_id", "status"], name: "index_accounts_on_family_id_and_status"
+ t.index ["family_id", "exclude_from_reports"], name: "index_accounts_on_family_id_and_exclude_from_reports"
t.index ["family_id"], name: "index_accounts_on_family_id"
t.index ["import_id"], name: "index_accounts_on_import_id"
t.index ["owner_id"], name: "index_accounts_on_owner_id"
@@ -134,24 +137,24 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "active_storage_attachments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.string "name", null: false
+ t.string "record_type", null: false
+ t.uuid "record_id", null: false
t.uuid "blob_id", null: false
t.datetime "created_at", null: false
- t.string "name", null: false
- t.uuid "record_id", null: false
- t.string "record_type", null: false
t.index ["blob_id"], name: "index_active_storage_attachments_on_blob_id"
t.index ["record_type", "record_id", "name", "blob_id"], name: "index_active_storage_attachments_uniqueness", unique: true
end
create_table "active_storage_blobs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.bigint "byte_size", null: false
- t.string "checksum"
- t.string "content_type"
- t.datetime "created_at", null: false
- t.string "filename", null: false
t.string "key", null: false
+ t.string "filename", null: false
+ t.string "content_type"
t.text "metadata"
t.string "service_name", null: false
+ t.bigint "byte_size", null: false
+ t.string "checksum"
+ t.datetime "created_at", null: false
t.index ["key"], name: "index_active_storage_blobs_on_key", unique: true
end
@@ -162,37 +165,37 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "addresses", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.uuid "addressable_id"
t.string "addressable_type"
- t.string "country"
- t.string "county"
- t.datetime "created_at", null: false
+ t.uuid "addressable_id"
t.string "line1"
t.string "line2"
+ t.string "county"
t.string "locality"
- t.string "postal_code"
t.string "region"
+ t.string "country"
+ t.string "postal_code"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["addressable_type", "addressable_id"], name: "index_addresses_on_addressable"
end
create_table "akahu_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_id"
- t.string "account_status"
- t.string "account_type"
t.uuid "akahu_item_id", null: false
- t.decimal "available_balance", precision: 19, scale: 4
- t.decimal "balance_limit", precision: 19, scale: 4
- t.datetime "created_at", null: false
+ t.string "name"
+ t.string "account_id"
+ t.string "formatted_account"
t.string "currency"
t.decimal "current_balance", precision: 19, scale: 4
- t.string "formatted_account"
- t.jsonb "institution_metadata"
- t.string "name"
+ t.decimal "available_balance", precision: 19, scale: 4
+ t.decimal "balance_limit", precision: 19, scale: 4
+ t.string "account_status"
+ t.string "account_type"
t.string "provider"
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
t.date "sync_start_date"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["account_id"], name: "index_akahu_accounts_on_account_id"
t.index ["akahu_item_id", "account_id"], name: "index_akahu_accounts_on_item_and_account_id", unique: true, where: "(account_id IS NOT NULL)"
@@ -200,38 +203,38 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "akahu_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.text "app_token"
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.string "name"
t.string "institution_id"
t.string "institution_name"
+ t.string "institution_domain"
t.string "institution_url"
- t.string "name"
- t.boolean "pending_account_setup", default: false, null: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false, null: false
+ t.string "institution_color"
t.string "status", default: "good", null: false
+ t.boolean "scheduled_for_deletion", default: false, null: false
+ t.boolean "pending_account_setup", default: false, null: false
t.date "sync_start_date"
- t.datetime "updated_at", null: false
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
+ t.text "app_token"
t.text "user_token"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_akahu_items_on_family_id"
t.index ["status"], name: "index_akahu_items_on_status"
end
create_table "api_keys", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.string "display_key", null: false
- t.datetime "expires_at"
- t.datetime "last_used_at"
t.string "name"
- t.datetime "revoked_at"
- t.json "scopes"
- t.string "source", default: "web"
- t.datetime "updated_at", null: false
t.uuid "user_id", null: false
+ t.json "scopes"
+ t.datetime "last_used_at"
+ t.datetime "expires_at"
+ t.datetime "revoked_at"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
+ t.string "display_key", null: false
+ t.string "source", default: "web"
t.index ["display_key"], name: "index_api_keys_on_display_key", unique: true
t.index ["revoked_at"], name: "index_api_keys_on_revoked_at"
t.index ["user_id", "source"], name: "index_api_keys_on_user_id_and_source"
@@ -239,11 +242,11 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "archived_exports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.string "download_token_digest", null: false
t.string "email", null: false
- t.datetime "expires_at", null: false
t.string "family_name"
+ t.string "download_token_digest", null: false
+ t.datetime "expires_at", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["download_token_digest"], name: "index_archived_exports_on_download_token_digest", unique: true
t.index ["expires_at"], name: "index_archived_exports_on_expires_at"
@@ -251,42 +254,42 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "balances", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "account_id", null: false
- t.decimal "balance", precision: 19, scale: 4, null: false
- t.decimal "cash_adjustments", precision: 19, scale: 4, default: "0.0", null: false
- t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
- t.decimal "cash_inflows", precision: 19, scale: 4, default: "0.0", null: false
- t.decimal "cash_outflows", precision: 19, scale: 4, default: "0.0", null: false
- t.datetime "created_at", null: false
- t.string "currency", default: "USD", null: false
t.date "date", null: false
- t.virtual "end_balance", type: :decimal, precision: 19, scale: 4, as: "(((start_cash_balance + ((cash_inflows - cash_outflows) * (flows_factor)::numeric)) + cash_adjustments) + (((start_non_cash_balance + ((non_cash_inflows - non_cash_outflows) * (flows_factor)::numeric)) + net_market_flows) + non_cash_adjustments))", stored: true
- t.virtual "end_cash_balance", type: :decimal, precision: 19, scale: 4, as: "((start_cash_balance + ((cash_inflows - cash_outflows) * (flows_factor)::numeric)) + cash_adjustments)", stored: true
- t.virtual "end_non_cash_balance", type: :decimal, precision: 19, scale: 4, as: "(((start_non_cash_balance + ((non_cash_inflows - non_cash_outflows) * (flows_factor)::numeric)) + net_market_flows) + non_cash_adjustments)", stored: true
- t.integer "flows_factor", default: 1, null: false
- t.decimal "net_market_flows", precision: 19, scale: 4, default: "0.0", null: false
- t.decimal "non_cash_adjustments", precision: 19, scale: 4, default: "0.0", null: false
- t.decimal "non_cash_inflows", precision: 19, scale: 4, default: "0.0", null: false
- t.decimal "non_cash_outflows", precision: 19, scale: 4, default: "0.0", null: false
- t.virtual "start_balance", type: :decimal, precision: 19, scale: 4, as: "(start_cash_balance + start_non_cash_balance)", stored: true
+ t.decimal "balance", precision: 19, scale: 4, null: false
+ t.string "currency", default: "USD", null: false
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
+ t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
t.decimal "start_cash_balance", precision: 19, scale: 4, default: "0.0", null: false
t.decimal "start_non_cash_balance", precision: 19, scale: 4, default: "0.0", null: false
- t.datetime "updated_at", null: false
+ t.decimal "cash_inflows", precision: 19, scale: 4, default: "0.0", null: false
+ t.decimal "cash_outflows", precision: 19, scale: 4, default: "0.0", null: false
+ t.decimal "non_cash_inflows", precision: 19, scale: 4, default: "0.0", null: false
+ t.decimal "non_cash_outflows", precision: 19, scale: 4, default: "0.0", null: false
+ t.decimal "net_market_flows", precision: 19, scale: 4, default: "0.0", null: false
+ t.decimal "cash_adjustments", precision: 19, scale: 4, default: "0.0", null: false
+ t.decimal "non_cash_adjustments", precision: 19, scale: 4, default: "0.0", null: false
+ t.integer "flows_factor", default: 1, null: false
+ t.virtual "start_balance", type: :decimal, precision: 19, scale: 4, as: "(start_cash_balance + start_non_cash_balance)", stored: true
+ t.virtual "end_cash_balance", type: :decimal, precision: 19, scale: 4, as: "((start_cash_balance + ((cash_inflows - cash_outflows) * (flows_factor)::numeric)) + cash_adjustments)", stored: true
+ t.virtual "end_non_cash_balance", type: :decimal, precision: 19, scale: 4, as: "(((start_non_cash_balance + ((non_cash_inflows - non_cash_outflows) * (flows_factor)::numeric)) + net_market_flows) + non_cash_adjustments)", stored: true
+ t.virtual "end_balance", type: :decimal, precision: 19, scale: 4, as: "(((start_cash_balance + ((cash_inflows - cash_outflows) * (flows_factor)::numeric)) + cash_adjustments) + (((start_non_cash_balance + ((non_cash_inflows - non_cash_outflows) * (flows_factor)::numeric)) + net_market_flows) + non_cash_adjustments))", stored: true
t.index ["account_id", "date", "currency"], name: "index_account_balances_on_account_id_date_currency_unique", unique: true
t.index ["account_id", "date"], name: "index_balances_on_account_id_and_date", order: { date: :desc }
t.index ["account_id"], name: "index_balances_on_account_id"
end
create_table "binance_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_type"
t.uuid "binance_item_id", null: false
- t.datetime "created_at", null: false
+ t.string "name"
+ t.string "account_type"
t.string "currency"
t.decimal "current_balance", precision: 19, scale: 4
- t.jsonb "extra", default: {}, null: false
t.jsonb "institution_metadata"
- t.string "name"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
+ t.jsonb "extra", default: {}, null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["account_type"], name: "index_binance_accounts_on_account_type"
t.index ["binance_item_id", "account_type"], name: "index_binance_accounts_on_item_and_type", unique: true
@@ -294,63 +297,63 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "binance_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "family_id", null: false
+ t.string "name"
+ t.string "institution_name"
+ t.string "institution_domain"
+ t.string "institution_url"
+ t.string "institution_color"
+ t.string "status", default: "good", null: false
+ t.boolean "scheduled_for_deletion", default: false, null: false
+ t.boolean "pending_account_setup", default: false, null: false
+ t.datetime "sync_start_date"
+ t.jsonb "raw_payload"
t.text "api_key"
t.text "api_secret"
t.datetime "created_at", null: false
- t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
- t.string "institution_name"
- t.string "institution_url"
- t.string "name"
- t.boolean "pending_account_setup", default: false
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false
- t.string "status", default: "good"
- t.datetime "sync_start_date"
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_binance_items_on_family_id"
t.index ["status"], name: "index_binance_items_on_status"
end
create_table "brex_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "brex_item_id", null: false
+ t.string "name"
t.string "account_id", null: false
t.string "account_kind", default: "cash", null: false
+ t.string "currency", default: "USD", null: false
+ t.decimal "current_balance", precision: 19, scale: 4
+ t.decimal "available_balance", precision: 19, scale: 4
t.decimal "account_limit", precision: 19, scale: 4
t.string "account_status"
t.string "account_type"
- t.decimal "available_balance", precision: 19, scale: 4
- t.uuid "brex_item_id", null: false
- t.datetime "created_at", null: false
- t.string "currency", default: "USD", null: false
- t.decimal "current_balance", precision: 19, scale: 4
- t.jsonb "institution_metadata"
- t.string "name"
t.string "provider"
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["brex_item_id", "account_id"], name: "index_brex_accounts_on_item_and_account_id", unique: true
t.index ["brex_item_id"], name: "index_brex_accounts_on_brex_item_id"
end
create_table "brex_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "base_url"
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.string "name", null: false
t.string "institution_id"
t.string "institution_name"
+ t.string "institution_domain"
t.string "institution_url"
- t.string "name", null: false
- t.boolean "pending_account_setup", default: false, null: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false, null: false
+ t.string "institution_color"
t.string "status", default: "good", null: false
+ t.boolean "scheduled_for_deletion", default: false, null: false
+ t.boolean "pending_account_setup", default: false, null: false
t.datetime "sync_start_date"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
t.text "token", null: false
+ t.string "base_url"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_brex_items_on_family_id"
t.index ["status"], name: "index_brex_items_on_status"
@@ -358,10 +361,10 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "budget_categories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "budget_id", null: false
- t.decimal "budgeted_spending", precision: 19, scale: 4, null: false
t.uuid "category_id", null: false
- t.datetime "created_at", null: false
+ t.decimal "budgeted_spending", precision: 19, scale: 4, null: false
t.string "currency", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["budget_id", "category_id"], name: "index_budget_categories_on_budget_id_and_category_id", unique: true
t.index ["budget_id"], name: "index_budget_categories_on_budget_id"
@@ -369,54 +372,54 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "budgets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.decimal "budgeted_spending", precision: 19, scale: 4
- t.datetime "created_at", null: false
- t.string "currency", null: false
- t.date "end_date", null: false
- t.decimal "expected_income", precision: 19, scale: 4
t.uuid "family_id", null: false
t.date "start_date", null: false
+ t.date "end_date", null: false
+ t.decimal "budgeted_spending", precision: 19, scale: 4
+ t.decimal "expected_income", precision: 19, scale: 4
+ t.string "currency", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id", "start_date", "end_date"], name: "index_budgets_on_family_id_and_start_date_and_end_date", unique: true
t.index ["family_id"], name: "index_budgets_on_family_id"
end
create_table "categories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "classification_unused", default: "expense", null: false
- t.string "color", default: "#6172F3", null: false
- t.datetime "created_at", null: false
- t.uuid "family_id", null: false
- t.string "lucide_icon", default: "shapes", null: false
t.string "name", null: false
- t.uuid "parent_id"
+ t.string "color", default: "#6172F3", null: false
+ t.uuid "family_id", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.uuid "parent_id"
+ t.string "classification_unused", default: "expense", null: false
+ t.string "lucide_icon", default: "shapes", null: false
t.index ["family_id"], name: "index_categories_on_family_id"
end
create_table "chats", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.jsonb "error"
- t.string "instructions"
- t.string "latest_assistant_response_id"
- t.string "title", null: false
- t.datetime "updated_at", null: false
t.uuid "user_id", null: false
+ t.string "title", null: false
+ t.string "instructions"
+ t.jsonb "error"
+ t.string "latest_assistant_response_id"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["user_id"], name: "index_chats_on_user_id"
end
create_table "coinbase_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_id"
- t.string "account_status"
- t.string "account_type"
t.uuid "coinbase_item_id", null: false
- t.datetime "created_at", null: false
+ t.string "name"
+ t.string "account_id"
t.string "currency"
t.decimal "current_balance", precision: 19, scale: 4
- t.jsonb "institution_metadata"
- t.string "name"
+ t.string "account_status"
+ t.string "account_type"
t.string "provider"
+ t.jsonb "institution_metadata"
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_coinbase_accounts_on_account_id"
t.index ["coinbase_item_id", "account_id"], name: "index_coinbase_accounts_on_item_and_account_id", unique: true, where: "(account_id IS NOT NULL)"
@@ -424,40 +427,40 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "coinbase_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "family_id", null: false
+ t.string "name"
+ t.string "institution_id"
+ t.string "institution_name"
+ t.string "institution_domain"
+ t.string "institution_url"
+ t.string "institution_color"
+ t.string "status", default: "good"
+ t.boolean "scheduled_for_deletion", default: false
+ t.boolean "pending_account_setup", default: false
+ t.datetime "sync_start_date"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
t.text "api_key"
t.text "api_secret"
t.datetime "created_at", null: false
- t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
- t.string "institution_id"
- t.string "institution_name"
- t.string "institution_url"
- t.string "name"
- t.boolean "pending_account_setup", default: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false
- t.string "status", default: "good"
- t.datetime "sync_start_date"
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_coinbase_items_on_family_id"
t.index ["status"], name: "index_coinbase_items_on_status"
end
create_table "coinstats_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_id"
- t.string "account_status"
- t.string "account_type"
t.uuid "coinstats_item_id", null: false
- t.datetime "created_at", null: false
+ t.string "name"
+ t.string "account_id"
t.string "currency"
t.decimal "current_balance", precision: 19, scale: 4
- t.jsonb "institution_metadata"
- t.string "name"
+ t.string "account_status"
+ t.string "account_type"
t.string "provider"
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.string "wallet_address"
t.index ["coinstats_item_id", "account_id", "wallet_address"], name: "index_coinstats_accounts_on_item_account_and_wallet", unique: true
@@ -465,24 +468,24 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "coinstats_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "api_key", null: false
- t.datetime "created_at", null: false
- t.string "exchange_connection_id"
- t.string "exchange_portfolio_id"
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.string "name"
t.string "institution_id"
t.string "institution_name"
+ t.string "institution_domain"
t.string "institution_url"
- t.string "name"
- t.boolean "pending_account_setup", default: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false
+ t.string "institution_color"
t.string "status", default: "good"
+ t.boolean "scheduled_for_deletion", default: false
+ t.boolean "pending_account_setup", default: false
t.datetime "sync_start_date"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
+ t.string "api_key", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "exchange_portfolio_id"
+ t.string "exchange_connection_id"
t.index ["exchange_connection_id"], name: "index_coinstats_items_on_exchange_connection_id"
t.index ["family_id", "exchange_portfolio_id"], name: "index_coinstats_items_on_family_id_and_exchange_portfolio_id", unique: true, where: "(exchange_portfolio_id IS NOT NULL)"
t.index ["family_id"], name: "index_coinstats_items_on_family_id"
@@ -490,51 +493,51 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "credit_cards", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.decimal "annual_fee", precision: 10, scale: 2
- t.decimal "apr", precision: 10, scale: 2
- t.decimal "available_credit", precision: 10, scale: 2
t.datetime "created_at", null: false
- t.date "expiration_date"
- t.jsonb "locked_attributes", default: {}
- t.decimal "minimum_payment", precision: 10, scale: 2
- t.string "subtype"
t.datetime "updated_at", null: false
+ t.decimal "available_credit", precision: 10, scale: 2
+ t.decimal "minimum_payment", precision: 10, scale: 2
+ t.decimal "apr", precision: 10, scale: 2
+ t.date "expiration_date"
+ t.decimal "annual_fee", precision: 10, scale: 2
+ t.jsonb "locked_attributes", default: {}
+ t.string "subtype"
end
create_table "cryptos", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
t.string "tax_treatment", default: "taxable", null: false
- t.datetime "updated_at", null: false
end
create_table "data_enrichments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "attribute_name"
- t.datetime "created_at", null: false
- t.uuid "enrichable_id", null: false
t.string "enrichable_type", null: false
- t.jsonb "metadata"
+ t.uuid "enrichable_id", null: false
t.string "source"
- t.datetime "updated_at", null: false
+ t.string "attribute_name"
t.jsonb "value"
+ t.jsonb "metadata"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["enrichable_id", "enrichable_type", "source", "attribute_name"], name: "idx_on_enrichable_id_enrichable_type_source_attribu_5be5f63e08", unique: true
t.index ["enrichable_type", "enrichable_id"], name: "index_data_enrichments_on_enrichable"
end
create_table "debug_log_entries", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.uuid "account_id"
- t.uuid "account_provider_id"
t.string "category", null: false
- t.datetime "created_at", null: false
- t.uuid "family_id"
t.string "level", null: false
t.text "message", null: false
- t.jsonb "metadata", default: {}, null: false
- t.string "provider_key"
t.string "source", null: false
- t.datetime "updated_at", null: false
+ t.jsonb "metadata", default: {}, null: false
+ t.uuid "family_id"
+ t.uuid "account_id"
t.uuid "user_id"
+ t.uuid "account_provider_id"
+ t.string "provider_key"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["account_id"], name: "index_debug_log_entries_on_account_id"
t.index ["account_provider_id"], name: "index_debug_log_entries_on_account_provider_id"
t.index ["category", "created_at"], name: "index_debug_log_entries_on_category_and_created_at"
@@ -551,89 +554,89 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "depositories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
- t.datetime "updated_at", null: false
end
create_table "enable_banking_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "enable_banking_item_id", null: false
+ t.string "name"
t.string "account_id"
- t.string "account_status"
- t.string "account_type"
- t.datetime "created_at", null: false
- t.decimal "credit_limit", precision: 19, scale: 4
t.string "currency"
t.decimal "current_balance", precision: 19, scale: 4
- t.uuid "enable_banking_item_id", null: false
- t.string "iban"
- t.jsonb "identification_hashes", default: []
- t.jsonb "institution_metadata"
- t.string "name"
- t.string "product"
+ t.string "account_status"
+ t.string "account_type"
t.string "provider"
+ t.string "iban"
+ t.string "uid"
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
- t.string "uid"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "product"
+ t.decimal "credit_limit", precision: 19, scale: 4
+ t.jsonb "identification_hashes", default: []
t.index ["account_id"], name: "index_enable_banking_accounts_on_account_id"
t.index ["enable_banking_item_id"], name: "index_enable_banking_accounts_on_enable_banking_item_id"
t.index ["identification_hashes"], name: "index_enable_banking_accounts_on_identification_hashes", using: :gin
end
create_table "enable_banking_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "application_id"
- t.string "aspsp_auth_approach"
- t.string "aspsp_id"
- t.integer "aspsp_maximum_consent_validity"
- t.string "aspsp_name"
- t.jsonb "aspsp_psu_types", default: []
- t.jsonb "aspsp_required_psu_headers", default: []
- t.string "authorization_id"
- t.text "client_certificate"
- t.string "country_code"
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.string "name"
t.string "institution_id"
t.string "institution_name"
+ t.string "institution_domain"
t.string "institution_url"
- t.string "last_psu_ip"
- t.string "name"
- t.boolean "pending_account_setup", default: false
- t.string "psu_type"
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false
- t.datetime "session_expires_at"
- t.string "session_id"
+ t.string "institution_color"
t.string "status", default: "good"
+ t.boolean "scheduled_for_deletion", default: false
+ t.boolean "pending_account_setup", default: false
t.date "sync_start_date"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
+ t.string "country_code"
+ t.string "application_id"
+ t.text "client_certificate"
+ t.string "session_id"
+ t.datetime "session_expires_at"
+ t.string "aspsp_name"
+ t.string "aspsp_id"
+ t.string "authorization_id"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.jsonb "aspsp_required_psu_headers", default: []
+ t.integer "aspsp_maximum_consent_validity"
+ t.string "aspsp_auth_approach"
+ t.jsonb "aspsp_psu_types", default: []
+ t.string "last_psu_ip"
+ t.string "psu_type"
t.index ["family_id"], name: "index_enable_banking_items_on_family_id"
t.index ["status"], name: "index_enable_banking_items_on_status"
end
create_table "entries", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "account_id", null: false
+ t.string "entryable_type"
+ t.uuid "entryable_id"
t.decimal "amount", precision: 19, scale: 4, null: false
- t.datetime "created_at", null: false
t.string "currency"
t.date "date"
- t.uuid "entryable_id"
- t.string "entryable_type"
- t.boolean "excluded", default: false
- t.string "external_id"
- t.uuid "import_id"
- t.boolean "import_locked", default: false, null: false
- t.jsonb "locked_attributes", default: {}
t.string "name", null: false
- t.text "notes"
- t.uuid "parent_entry_id"
- t.string "plaid_id"
- t.string "source"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.uuid "import_id"
+ t.text "notes"
+ t.boolean "excluded", default: false
+ t.string "plaid_id"
+ t.jsonb "locked_attributes", default: {}
+ t.string "external_id"
+ t.string "source"
t.boolean "user_modified", default: false, null: false
+ t.boolean "import_locked", default: false, null: false
+ t.uuid "parent_entry_id"
t.index "lower((name)::text)", name: "index_entries_on_lower_name"
t.index ["account_id", "date", "entryable_id"], name: "index_entries_on_investment_totals_lookup", where: "(((entryable_type)::text = 'Trade'::text) AND (excluded = false))"
t.index ["account_id", "date"], name: "index_entries_on_account_id_and_date"
@@ -649,57 +652,57 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "eval_datasets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.boolean "active", default: true
- t.datetime "created_at", null: false
+ t.string "name", null: false
t.string "description"
t.string "eval_type", null: false
- t.jsonb "metadata", default: {}
- t.string "name", null: false
- t.integer "sample_count", default: 0
- t.datetime "updated_at", null: false
t.string "version", default: "1.0", null: false
+ t.integer "sample_count", default: 0
+ t.jsonb "metadata", default: {}
+ t.boolean "active", default: true
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["eval_type", "active"], name: "index_eval_datasets_on_eval_type_and_active"
t.index ["name"], name: "index_eval_datasets_on_name", unique: true
end
create_table "eval_results", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.jsonb "actual_output", null: false
- t.boolean "alternative_match", default: false
- t.integer "completion_tokens"
- t.boolean "correct", null: false
- t.decimal "cost", precision: 10, scale: 6
- t.datetime "created_at", null: false
t.uuid "eval_run_id", null: false
t.uuid "eval_sample_id", null: false
+ t.jsonb "actual_output", null: false
+ t.boolean "correct", null: false
t.boolean "exact_match", default: false
- t.float "fuzzy_score"
t.boolean "hierarchical_match", default: false
- t.integer "latency_ms"
- t.jsonb "metadata", default: {}
t.boolean "null_expected", default: false
t.boolean "null_returned", default: false
+ t.float "fuzzy_score"
+ t.integer "latency_ms"
t.integer "prompt_tokens"
+ t.integer "completion_tokens"
+ t.decimal "cost", precision: 10, scale: 6
+ t.jsonb "metadata", default: {}
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.boolean "alternative_match", default: false
t.index ["eval_run_id", "correct"], name: "index_eval_results_on_eval_run_id_and_correct"
t.index ["eval_run_id"], name: "index_eval_results_on_eval_run_id"
t.index ["eval_sample_id"], name: "index_eval_results_on_eval_sample_id"
end
create_table "eval_runs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "completed_at"
- t.datetime "created_at", null: false
- t.text "error_message"
t.uuid "eval_dataset_id", null: false
- t.jsonb "metrics", default: {}
- t.string "model", null: false
t.string "name"
- t.string "provider", null: false
- t.jsonb "provider_config", default: {}
- t.datetime "started_at"
t.string "status", default: "pending", null: false
+ t.string "provider", null: false
+ t.string "model", null: false
+ t.jsonb "provider_config", default: {}
+ t.jsonb "metrics", default: {}
+ t.integer "total_prompt_tokens", default: 0
t.integer "total_completion_tokens", default: 0
t.decimal "total_cost", precision: 10, scale: 6, default: "0.0"
- t.integer "total_prompt_tokens", default: 0
+ t.datetime "started_at"
+ t.datetime "completed_at"
+ t.text "error_message"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["eval_dataset_id", "model"], name: "index_eval_runs_on_eval_dataset_id_and_model"
t.index ["eval_dataset_id"], name: "index_eval_runs_on_eval_dataset_id"
@@ -708,14 +711,14 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "eval_samples", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.jsonb "context_data", default: {}
- t.datetime "created_at", null: false
- t.string "difficulty", default: "medium"
t.uuid "eval_dataset_id", null: false
- t.jsonb "expected_output", null: false
t.jsonb "input_data", null: false
- t.jsonb "metadata", default: {}
+ t.jsonb "expected_output", null: false
+ t.jsonb "context_data", default: {}
+ t.string "difficulty", default: "medium"
t.string "tags", default: [], array: true
+ t.jsonb "metadata", default: {}
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["eval_dataset_id", "difficulty"], name: "index_eval_samples_on_eval_dataset_id_and_difficulty"
t.index ["eval_dataset_id"], name: "index_eval_samples_on_eval_dataset_id"
@@ -723,21 +726,21 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "exchange_rate_pairs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.date "first_provider_rate_on"
t.string "from_currency", null: false
- t.string "provider_name"
t.string "to_currency", null: false
+ t.date "first_provider_rate_on"
+ t.string "provider_name"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["from_currency", "to_currency"], name: "index_exchange_rate_pairs_on_pair_unique", unique: true
end
create_table "exchange_rates", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.date "date", null: false
t.string "from_currency", null: false
- t.decimal "rate", null: false
t.string "to_currency", null: false
+ t.decimal "rate", null: false
+ t.date "date", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["from_currency", "to_currency", "date"], name: "index_exchange_rates_on_base_converted_date_unique", unique: true
t.index ["from_currency"], name: "index_exchange_rates_on_from_currency"
@@ -745,41 +748,41 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "families", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "assistant_type", default: "builtin", null: false
- t.boolean "auto_sync_on_login", default: true, null: false
- t.string "country", default: "US"
+ t.string "name"
t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.string "currency", default: "USD"
- t.boolean "data_enrichment_enabled", default: false
+ t.string "locale", default: "en"
+ t.string "stripe_customer_id"
t.string "date_format", default: "%m-%d-%Y"
- t.string "default_account_sharing", default: "shared", null: false
+ t.string "country", default: "US"
+ t.string "timezone"
+ t.boolean "data_enrichment_enabled", default: false
t.boolean "early_access", default: false
- t.string "enabled_currencies", array: true
- t.datetime "last_sync_all_attempted_at"
+ t.boolean "auto_sync_on_login", default: true, null: false
t.datetime "latest_sync_activity_at", default: -> { "CURRENT_TIMESTAMP" }
t.datetime "latest_sync_completed_at", default: -> { "CURRENT_TIMESTAMP" }
- t.string "locale", default: "en"
- t.string "moniker", default: "Family", null: false
- t.integer "month_start_day", default: 1, null: false
- t.string "name"
t.boolean "recurring_transactions_disabled", default: false, null: false
- t.string "stripe_customer_id"
- t.string "timezone"
- t.datetime "updated_at", null: false
+ t.integer "month_start_day", default: 1, null: false
+ t.string "moniker", default: "Family", null: false
t.string "vector_store_id"
+ t.string "assistant_type", default: "builtin", null: false
+ t.string "default_account_sharing", default: "shared", null: false
+ t.string "enabled_currencies", array: true
+ t.datetime "last_sync_all_attempted_at"
t.check_constraint "default_account_sharing::text = ANY (ARRAY['shared'::character varying, 'private'::character varying]::text[])", name: "chk_families_default_account_sharing"
t.check_constraint "month_start_day >= 1 AND month_start_day <= 28", name: "month_start_day_range"
end
create_table "family_documents", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "content_type"
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.integer "file_size"
t.string "filename", null: false
- t.jsonb "metadata", default: {}
+ t.string "content_type"
+ t.integer "file_size"
t.string "provider_file_id"
t.string "status", default: "pending", null: false
+ t.jsonb "metadata", default: {}
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_family_documents_on_family_id"
t.index ["provider_file_id"], name: "index_family_documents_on_provider_file_id"
@@ -787,18 +790,18 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "family_exports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
t.string "status", default: "pending", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_family_exports_on_family_id"
end
create_table "family_merchant_associations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
t.uuid "merchant_id", null: false
t.datetime "unlinked_at"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id", "merchant_id"], name: "idx_on_family_id_merchant_id_23e883e08f", unique: true
t.index ["family_id"], name: "index_family_merchant_associations_on_family_id"
@@ -806,9 +809,9 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "goal_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "goal_id", null: false
t.uuid "account_id", null: false
t.datetime "created_at", null: false
- t.uuid "goal_id", null: false
t.datetime "updated_at", null: false
t.index ["account_id"], name: "index_goal_accounts_on_account_id"
t.index ["goal_id", "account_id"], name: "index_savings_goal_accounts_on_goal_and_account", unique: true
@@ -816,15 +819,15 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "goal_pledges", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "goal_id", null: false
t.uuid "account_id", null: false
t.decimal "amount", precision: 19, scale: 4, null: false
- t.datetime "created_at", null: false
t.string "currency", null: false
- t.datetime "expires_at", null: false
- t.uuid "goal_id", null: false
t.enum "kind", null: false, enum_type: "goal_pledge_kind"
- t.uuid "matched_transaction_id"
t.enum "status", default: "open", null: false, enum_type: "goal_pledge_status"
+ t.datetime "expires_at", null: false
+ t.uuid "matched_transaction_id"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["account_id"], name: "index_goal_pledges_on_account_id"
t.index ["goal_id", "status"], name: "index_goal_pledges_on_goal_id_and_status"
@@ -835,17 +838,17 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "goals", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "color"
- t.datetime "created_at", null: false
- t.string "currency", null: false
t.uuid "family_id", null: false
- t.string "icon"
t.string "name", null: false
+ t.decimal "target_amount", precision: 19, scale: 4, null: false
+ t.string "currency", null: false
+ t.date "target_date"
+ t.string "color"
t.text "notes"
t.string "state", default: "active", null: false
- t.decimal "target_amount", precision: 19, scale: 4, null: false
- t.date "target_date"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "icon"
t.index ["family_id", "state"], name: "index_goals_on_family_id_and_state"
t.index ["family_id"], name: "index_goals_on_family_id"
t.check_constraint "char_length(name::text) <= 255", name: "chk_savings_goals_name_length"
@@ -855,21 +858,21 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "holdings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "account_id", null: false
- t.uuid "account_provider_id"
- t.decimal "amount", precision: 19, scale: 4, null: false
- t.decimal "cost_basis", precision: 19, scale: 4
- t.boolean "cost_basis_locked", default: false, null: false
- t.string "cost_basis_source"
- t.datetime "created_at", null: false
- t.string "currency", null: false
- t.date "date", null: false
- t.string "external_id"
- t.decimal "price", precision: 19, scale: 4, null: false
- t.uuid "provider_security_id"
- t.decimal "qty", precision: 24, scale: 8, null: false
t.uuid "security_id", null: false
- t.boolean "security_locked", default: false, null: false
+ t.date "date", null: false
+ t.decimal "qty", precision: 24, scale: 8, null: false
+ t.decimal "price", precision: 19, scale: 4, null: false
+ t.decimal "amount", precision: 19, scale: 4, null: false
+ t.string "currency", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "external_id"
+ t.decimal "cost_basis", precision: 19, scale: 4
+ t.uuid "account_provider_id"
+ t.string "cost_basis_source"
+ t.boolean "cost_basis_locked", default: false, null: false
+ t.uuid "provider_security_id"
+ t.boolean "security_locked", default: false, null: false
t.index ["account_id", "external_id"], name: "idx_holdings_on_account_id_external_id_unique", unique: true, where: "(external_id IS NOT NULL)"
t.index ["account_id", "security_id", "date", "currency"], name: "idx_on_account_id_security_id_date_currency_5323e39f8b", unique: true
t.index ["account_id"], name: "index_holdings_on_account_id"
@@ -879,121 +882,121 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "ibkr_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.decimal "cash_balance", precision: 19, scale: 4
- t.datetime "created_at", null: false
+ t.uuid "ibkr_item_id", null: false
+ t.string "name"
+ t.string "ibkr_account_id"
t.string "currency"
t.decimal "current_balance", precision: 19, scale: 4
- t.string "ibkr_account_id"
- t.uuid "ibkr_item_id", null: false
+ t.decimal "cash_balance", precision: 19, scale: 4
t.jsonb "institution_metadata"
- t.datetime "last_activities_sync"
- t.datetime "last_holdings_sync"
- t.string "name"
- t.jsonb "raw_activities_payload", default: {}, null: false
- t.jsonb "raw_cash_report_payload", default: [], null: false
- t.jsonb "raw_equity_summary_payload", default: [], null: false
- t.jsonb "raw_holdings_payload", default: [], null: false
+ t.jsonb "raw_holdings_payload", default: []
+ t.jsonb "raw_activities_payload", default: {}
+ t.jsonb "raw_cash_report_payload", default: []
t.date "report_date"
+ t.datetime "last_holdings_sync"
+ t.datetime "last_activities_sync"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.jsonb "raw_equity_summary_payload", default: [], null: false
t.index ["ibkr_item_id", "ibkr_account_id"], name: "index_ibkr_accounts_on_item_and_ibkr_account_id", unique: true, where: "(ibkr_account_id IS NOT NULL)"
t.index ["ibkr_item_id"], name: "index_ibkr_accounts_on_ibkr_item_id"
end
create_table "ibkr_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
t.string "name"
+ t.string "status", default: "good"
+ t.boolean "scheduled_for_deletion", default: false
t.boolean "pending_account_setup", default: false, null: false
- t.string "query_id"
t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false, null: false
- t.string "status", default: "good", null: false
+ t.string "query_id"
t.string "token"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_ibkr_items_on_family_id"
t.index ["status"], name: "index_ibkr_items_on_status"
end
create_table "impersonation_session_logs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "action"
- t.string "controller"
- t.datetime "created_at", null: false
t.uuid "impersonation_session_id", null: false
- t.string "ip_address"
- t.string "method"
+ t.string "controller"
+ t.string "action"
t.text "path"
- t.datetime "updated_at", null: false
+ t.string "method"
+ t.string "ip_address"
t.text "user_agent"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["impersonation_session_id"], name: "index_impersonation_session_logs_on_impersonation_session_id"
end
create_table "impersonation_sessions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.uuid "impersonated_id", null: false
t.uuid "impersonator_id", null: false
+ t.uuid "impersonated_id", null: false
t.string "status", default: "pending", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["impersonated_id"], name: "index_impersonation_sessions_on_impersonated_id"
t.index ["impersonator_id"], name: "index_impersonation_sessions_on_impersonator_id"
end
create_table "import_mappings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.boolean "create_when_empty", default: true
- t.datetime "created_at", null: false
- t.uuid "import_id", null: false
- t.string "key"
- t.uuid "mappable_id"
- t.string "mappable_type"
t.string "type", null: false
- t.datetime "updated_at", null: false
+ t.string "key"
t.string "value"
+ t.boolean "create_when_empty", default: true
+ t.uuid "import_id", null: false
+ t.string "mappable_type"
+ t.uuid "mappable_id"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["import_id"], name: "index_import_mappings_on_import_id"
t.index ["mappable_type", "mappable_id"], name: "index_import_mappings_on_mappable"
end
create_table "import_rows", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account"
- t.text "actions"
- t.boolean "active"
- t.string "amount"
- t.string "category"
- t.string "category_classification"
- t.string "category_color"
- t.string "category_icon"
- t.string "category_parent"
- t.text "conditions"
- t.datetime "created_at", null: false
- t.string "currency"
- t.string "date"
- t.string "effective_date"
- t.string "entity_type"
- t.string "exchange_operating_mic"
t.uuid "import_id", null: false
+ t.string "account"
+ t.string "date"
+ t.string "qty"
+ t.string "ticker"
+ t.string "price"
+ t.string "amount"
+ t.string "currency"
+ t.string "name"
+ t.string "category"
+ t.string "tags"
+ t.string "entity_type"
+ t.text "notes"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
+ t.string "category_parent"
+ t.string "category_color"
+ t.string "category_classification"
+ t.string "category_icon"
+ t.string "exchange_operating_mic"
+ t.string "resource_type"
+ t.boolean "active"
+ t.string "effective_date"
+ t.text "conditions"
+ t.text "actions"
+ t.integer "source_row_number", null: false
t.string "merchant_color"
t.string "merchant_website"
- t.string "name"
- t.text "notes"
- t.string "price"
- t.string "qty"
- t.string "resource_type"
- t.integer "source_row_number", null: false
- t.string "tags"
- t.string "ticker"
- t.datetime "updated_at", null: false
t.index ["import_id", "source_row_number"], name: "index_import_rows_on_import_id_and_source_row_number", unique: true
t.index ["import_id"], name: "index_import_rows_on_import_id"
t.check_constraint "source_row_number > 0", name: "chk_import_rows_source_row_number_positive"
end
create_table "import_sessions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "client_session_id", limit: 255
- t.datetime "created_at", null: false
- t.jsonb "error_details", default: {}, null: false
- t.integer "expected_chunks"
t.uuid "family_id", null: false
t.string "import_type", default: "SureImport", null: false
t.string "status", default: "pending", null: false
+ t.string "client_session_id", limit: 255
+ t.integer "expected_chunks"
t.jsonb "summary", default: {}, null: false
+ t.jsonb "error_details", default: {}, null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id", "client_session_id"], name: "idx_import_sessions_on_family_client_session", unique: true, where: "(client_session_id IS NOT NULL)"
t.index ["family_id", "status"], name: "index_import_sessions_on_family_id_and_status"
@@ -1001,20 +1004,20 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
t.index ["id", "family_id"], name: "idx_import_sessions_on_id_family", unique: true
t.check_constraint "client_session_id IS NULL OR btrim(client_session_id::text) <> ''::text", name: "chk_import_sessions_client_session_id_present"
t.check_constraint "expected_chunks IS NULL OR expected_chunks > 0", name: "chk_import_sessions_expected_chunks_positive"
- t.check_constraint "import_type::text = 'SureImport'::text", name: "chk_import_sessions_import_type"
t.check_constraint "jsonb_typeof(error_details) = 'object'::text", name: "chk_import_sessions_error_details_object"
- t.check_constraint "jsonb_typeof(summary) = 'object'::text", name: "chk_import_sessions_summary_object"
+ t.check_constraint "import_type::text = 'SureImport'::text", name: "chk_import_sessions_import_type"
t.check_constraint "status::text = ANY (ARRAY['pending'::character varying, 'importing'::character varying, 'complete'::character varying, 'failed'::character varying]::text[])", name: "chk_import_sessions_status"
+ t.check_constraint "jsonb_typeof(summary) = 'object'::text", name: "chk_import_sessions_summary_object"
end
create_table "import_source_mappings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
t.uuid "import_session_id", null: false
- t.string "source_id", limit: 255, null: false
t.string "source_type", limit: 64, null: false
- t.uuid "target_id", null: false
+ t.string "source_id", limit: 255, null: false
t.string "target_type", null: false
+ t.uuid "target_id", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id", "source_type", "source_id"], name: "idx_import_source_mappings_on_family_source"
t.index ["family_id"], name: "index_import_source_mappings_on_family_id"
@@ -1022,57 +1025,57 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
t.index ["import_session_id"], name: "index_import_source_mappings_on_import_session_id"
t.index ["target_type", "target_id"], name: "idx_import_source_mappings_on_target"
t.check_constraint "btrim(source_id::text) <> ''::text", name: "chk_import_source_mappings_source_id_present"
- t.check_constraint "btrim(source_type::text) <> ''::text", name: "chk_import_source_mappings_source_type_present"
- t.check_constraint "btrim(target_type::text) <> ''::text", name: "chk_import_source_mappings_target_type_present"
t.check_constraint "source_type::text = ANY (ARRAY['Account'::character varying, 'Category'::character varying, 'Tag'::character varying, 'Merchant'::character varying, 'RecurringTransaction'::character varying, 'Transaction'::character varying, 'Budget'::character varying, 'Security'::character varying, 'Rule'::character varying]::text[])", name: "chk_import_source_mappings_source_type"
+ t.check_constraint "btrim(source_type::text) <> ''::text", name: "chk_import_source_mappings_source_type_present"
t.check_constraint "target_type::text = ANY (ARRAY['Account'::character varying, 'Category'::character varying, 'Tag'::character varying, 'Merchant'::character varying, 'RecurringTransaction'::character varying, 'Transaction'::character varying, 'Budget'::character varying, 'Security'::character varying, 'Rule'::character varying]::text[])", name: "chk_import_source_mappings_target_type"
+ t.check_constraint "btrim(target_type::text) <> ''::text", name: "chk_import_source_mappings_target_type_present"
end
create_table "imports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_col_label"
- t.uuid "account_id"
- t.uuid "account_statement_id"
- t.text "ai_summary"
- t.string "amount_col_label"
- t.string "amount_type_identifier_value"
- t.string "amount_type_inflow_value"
- t.string "amount_type_strategy", default: "signed_amount"
- t.string "category_col_label"
- t.string "checksum", limit: 64
- t.string "client_chunk_id", limit: 255
- t.string "col_sep", default: ","
t.jsonb "column_mappings"
- t.datetime "created_at", null: false
- t.string "currency_col_label"
- t.string "date_col_label"
- t.string "date_format", default: "%m/%d/%Y"
- t.string "document_type"
- t.string "entity_type_col_label"
- t.string "error"
- t.jsonb "error_details", default: {}, null: false
- t.string "exchange_operating_mic_col_label"
- t.jsonb "expected_record_counts", default: {}, null: false
- t.jsonb "extracted_data"
- t.uuid "family_id", null: false
- t.uuid "import_session_id"
- t.string "name_col_label"
- t.string "normalized_csv_str"
- t.string "notes_col_label"
- t.string "number_format"
- t.string "price_col_label"
- t.string "qty_col_label"
- t.string "raw_file_str"
- t.jsonb "readback_verification", default: {}, null: false
- t.integer "rows_count", default: 0, null: false
- t.integer "rows_to_skip", default: 0, null: false
- t.integer "sequence"
- t.string "signage_convention", default: "inflows_positive"
t.string "status"
- t.jsonb "summary", default: {}, null: false
- t.string "tags_col_label"
- t.string "ticker_col_label"
- t.string "type", null: false
+ t.string "raw_file_str"
+ t.string "normalized_csv_str"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "col_sep", default: ","
+ t.uuid "family_id", null: false
+ t.uuid "account_id"
+ t.string "type", null: false
+ t.string "date_col_label"
+ t.string "amount_col_label"
+ t.string "name_col_label"
+ t.string "category_col_label"
+ t.string "tags_col_label"
+ t.string "account_col_label"
+ t.string "qty_col_label"
+ t.string "ticker_col_label"
+ t.string "price_col_label"
+ t.string "entity_type_col_label"
+ t.string "notes_col_label"
+ t.string "currency_col_label"
+ t.string "date_format", default: "%m/%d/%Y"
+ t.string "signage_convention", default: "inflows_positive"
+ t.string "error"
+ t.string "number_format"
+ t.string "exchange_operating_mic_col_label"
+ t.string "amount_type_strategy", default: "signed_amount"
+ t.string "amount_type_inflow_value"
+ t.integer "rows_count", default: 0, null: false
+ t.string "amount_type_identifier_value"
+ t.integer "rows_to_skip", default: 0, null: false
+ t.text "ai_summary"
+ t.string "document_type"
+ t.jsonb "extracted_data"
+ t.uuid "account_statement_id"
+ t.jsonb "expected_record_counts", default: {}, null: false
+ t.jsonb "readback_verification", default: {}, null: false
+ t.uuid "import_session_id"
+ t.integer "sequence"
+ t.string "client_chunk_id", limit: 255
+ t.string "checksum", limit: 64
+ t.jsonb "summary", default: {}, null: false
+ t.jsonb "error_details", default: {}, null: false
t.index ["account_statement_id"], name: "index_imports_on_account_statement_id"
t.index ["family_id"], name: "index_imports_on_family_id"
t.index ["import_session_id", "client_chunk_id"], name: "idx_imports_on_session_client_chunk", unique: true, where: "((import_session_id IS NOT NULL) AND (client_chunk_id IS NOT NULL))"
@@ -1080,34 +1083,34 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
t.index ["import_session_id"], name: "index_imports_on_import_session_id"
t.check_constraint "checksum IS NULL OR length(checksum::text) = 64", name: "chk_imports_checksum_sha256_length"
t.check_constraint "client_chunk_id IS NULL OR btrim(client_chunk_id::text) <> ''::text", name: "chk_imports_client_chunk_id_present"
+ t.check_constraint "jsonb_typeof(error_details) = 'object'::text", name: "chk_imports_error_details_object"
t.check_constraint "import_session_id IS NULL OR checksum IS NOT NULL", name: "chk_imports_session_checksum_present"
t.check_constraint "import_session_id IS NULL OR sequence IS NOT NULL", name: "chk_imports_session_sequence_present"
- t.check_constraint "jsonb_typeof(error_details) = 'object'::text", name: "chk_imports_error_details_object"
t.check_constraint "jsonb_typeof(summary) = 'object'::text", name: "chk_imports_summary_object"
t.check_constraint "sequence IS NULL OR sequence > 0", name: "chk_imports_session_sequence_positive"
end
create_table "indexa_capital_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "indexa_capital_item_id", null: false
+ t.string "name"
+ t.string "indexa_capital_account_id"
t.string "account_number"
- t.string "account_status"
- t.string "account_type"
- t.boolean "activities_fetch_pending", default: false
- t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
- t.datetime "created_at", null: false
t.string "currency"
t.decimal "current_balance", precision: 19, scale: 4
- t.string "indexa_capital_account_id"
- t.string "indexa_capital_authorization_id"
- t.uuid "indexa_capital_item_id", null: false
- t.jsonb "institution_metadata"
- t.datetime "last_activities_sync"
- t.datetime "last_holdings_sync"
- t.string "name"
+ t.string "account_status"
+ t.string "account_type"
t.string "provider"
- t.jsonb "raw_activities_payload", default: []
- t.jsonb "raw_holdings_payload", default: []
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
+ t.string "indexa_capital_authorization_id"
+ t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
+ t.jsonb "raw_holdings_payload", default: []
+ t.jsonb "raw_activities_payload", default: []
+ t.datetime "last_holdings_sync"
+ t.datetime "last_activities_sync"
+ t.boolean "activities_fetch_pending", default: false
t.date "sync_start_date"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["indexa_capital_authorization_id"], name: "idx_on_indexa_capital_authorization_id_58db208d52"
t.index ["indexa_capital_item_id", "indexa_capital_account_id"], name: "index_indexa_capital_accounts_on_item_and_account_id", unique: true, where: "(indexa_capital_account_id IS NOT NULL)"
@@ -1115,47 +1118,47 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "indexa_capital_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.text "api_token"
- t.datetime "created_at", null: false
- t.string "document"
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.string "name"
t.string "institution_id"
t.string "institution_name"
+ t.string "institution_domain"
t.string "institution_url"
- t.string "name"
- t.text "password"
- t.boolean "pending_account_setup", default: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false
+ t.string "institution_color"
t.string "status", default: "good"
+ t.boolean "scheduled_for_deletion", default: false
+ t.boolean "pending_account_setup", default: false
t.datetime "sync_start_date"
- t.datetime "updated_at", null: false
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
t.string "username"
+ t.string "document"
+ t.text "password"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
+ t.text "api_token"
t.index ["family_id"], name: "index_indexa_capital_items_on_family_id"
t.index ["status"], name: "index_indexa_capital_items_on_status"
end
create_table "investments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
- t.datetime "updated_at", null: false
end
create_table "invitations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "accepted_at"
- t.datetime "created_at", null: false
t.string "email"
- t.datetime "expires_at"
- t.uuid "family_id", null: false
- t.uuid "inviter_id", null: false
t.string "role"
t.string "token"
- t.string "token_digest"
+ t.uuid "family_id", null: false
+ t.uuid "inviter_id", null: false
+ t.datetime "accepted_at"
+ t.datetime "expires_at"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "token_digest"
t.index ["email", "family_id"], name: "index_invitations_on_email_and_family_id_pending", unique: true, where: "(accepted_at IS NULL)"
t.index ["email"], name: "index_invitations_on_email"
t.index ["family_id"], name: "index_invitations_on_family_id"
@@ -1165,26 +1168,26 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "invite_codes", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
t.string "token", null: false
- t.string "token_digest"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "token_digest"
t.index ["token"], name: "index_invite_codes_on_token", unique: true
t.index ["token_digest"], name: "index_invite_codes_on_token_digest", unique: true, where: "(token_digest IS NOT NULL)"
end
create_table "kraken_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_id", null: false
- t.string "account_type"
- t.datetime "created_at", null: false
- t.string "currency"
- t.decimal "current_balance", precision: 19, scale: 4
- t.jsonb "extra", default: {}, null: false
- t.jsonb "institution_metadata"
t.uuid "kraken_item_id", null: false
t.string "name"
+ t.string "account_id", null: false
+ t.string "account_type"
+ t.string "currency"
+ t.decimal "current_balance", precision: 19, scale: 4
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
+ t.jsonb "extra", default: {}, null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["account_type"], name: "index_kraken_accounts_on_account_type"
t.index ["kraken_item_id", "account_id"], name: "index_kraken_accounts_on_item_and_account_id", unique: true
@@ -1192,40 +1195,40 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "kraken_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "family_id", null: false
+ t.string "name"
+ t.string "institution_name"
+ t.string "institution_domain"
+ t.string "institution_url"
+ t.string "institution_color"
+ t.string "status", default: "good", null: false
+ t.boolean "scheduled_for_deletion", default: false, null: false
+ t.boolean "pending_account_setup", default: false, null: false
+ t.datetime "sync_start_date"
+ t.jsonb "raw_payload"
t.text "api_key"
t.text "api_secret"
- t.datetime "created_at", null: false
- t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
- t.string "institution_name"
- t.string "institution_url"
t.bigint "last_nonce", default: 0, null: false
- t.string "name"
- t.boolean "pending_account_setup", default: false, null: false
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false, null: false
- t.string "status", default: "good", null: false
- t.datetime "sync_start_date"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_kraken_items_on_family_id"
t.index ["status"], name: "index_kraken_items_on_status"
end
create_table "llm_usages", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.integer "cache_creation_tokens"
- t.integer "cache_read_tokens"
- t.integer "completion_tokens", default: 0, null: false
- t.datetime "created_at", null: false
- t.decimal "estimated_cost", precision: 10, scale: 6
t.uuid "family_id", null: false
- t.jsonb "metadata", default: {}
+ t.string "provider", null: false
t.string "model", null: false
t.string "operation", null: false
t.integer "prompt_tokens", default: 0, null: false
- t.string "provider", null: false
+ t.integer "completion_tokens", default: 0, null: false
t.integer "total_tokens", default: 0, null: false
+ t.decimal "estimated_cost", precision: 10, scale: 6
+ t.jsonb "metadata", default: {}
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.integer "cache_creation_tokens"
+ t.integer "cache_read_tokens"
t.index ["family_id", "created_at"], name: "index_llm_usages_on_family_id_and_created_at"
t.index ["family_id", "operation"], name: "index_llm_usages_on_family_id_and_operation"
t.index ["family_id"], name: "index_llm_usages_on_family_id"
@@ -1235,69 +1238,69 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "loans", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
- t.decimal "initial_balance", precision: 19, scale: 4
- t.decimal "interest_rate", precision: 10, scale: 3
- t.jsonb "locked_attributes", default: {}
- t.string "rate_type"
- t.string "subtype"
- t.integer "term_months"
t.datetime "updated_at", null: false
+ t.string "rate_type"
+ t.decimal "interest_rate", precision: 10, scale: 3
+ t.integer "term_months"
+ t.decimal "initial_balance", precision: 19, scale: 4
+ t.jsonb "locked_attributes", default: {}
+ t.string "subtype"
end
create_table "lunchflow_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_id"
- t.string "account_status"
- t.string "account_type"
- t.datetime "created_at", null: false
- t.string "currency"
- t.decimal "current_balance", precision: 19, scale: 4
- t.boolean "holdings_supported", default: true, null: false
- t.jsonb "institution_metadata"
t.uuid "lunchflow_item_id", null: false
t.string "name"
+ t.string "account_id"
+ t.string "currency"
+ t.decimal "current_balance", precision: 19, scale: 4
+ t.string "account_status"
t.string "provider"
- t.jsonb "raw_holdings_payload"
+ t.string "account_type"
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.boolean "holdings_supported", default: true, null: false
+ t.jsonb "raw_holdings_payload"
t.index ["account_id"], name: "index_lunchflow_accounts_on_account_id"
t.index ["lunchflow_item_id", "account_id"], name: "index_lunchflow_accounts_on_item_and_account_id", unique: true, where: "(account_id IS NOT NULL)"
t.index ["lunchflow_item_id"], name: "index_lunchflow_accounts_on_lunchflow_item_id"
end
create_table "lunchflow_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.text "api_key"
- t.string "base_url"
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.string "name"
t.string "institution_id"
t.string "institution_name"
+ t.string "institution_domain"
t.string "institution_url"
- t.string "name"
- t.boolean "pending_account_setup", default: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false
+ t.string "institution_color"
t.string "status", default: "good"
+ t.boolean "scheduled_for_deletion", default: false
+ t.boolean "pending_account_setup", default: false
t.datetime "sync_start_date"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.text "api_key"
+ t.string "base_url"
t.index ["family_id"], name: "index_lunchflow_items_on_family_id"
t.index ["status"], name: "index_lunchflow_items_on_status"
end
create_table "merchants", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "color"
- t.datetime "created_at", null: false
- t.uuid "family_id"
- t.string "logo_url"
t.string "name", null: false
- t.string "provider_merchant_id"
- t.string "source"
- t.string "type", null: false
+ t.string "color"
+ t.uuid "family_id"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "logo_url"
t.string "website_url"
+ t.string "type", null: false
+ t.string "source"
+ t.string "provider_merchant_id"
t.index ["family_id", "name"], name: "index_merchants_on_family_id_and_name", unique: true, where: "((type)::text = 'FamilyMerchant'::text)"
t.index ["family_id"], name: "index_merchants_on_family_id"
t.index ["provider_merchant_id", "source"], name: "index_merchants_on_provider_merchant_id_and_source", unique: true, where: "((provider_merchant_id IS NOT NULL) AND ((type)::text = 'ProviderMerchant'::text))"
@@ -1306,98 +1309,98 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "mercury_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_id", null: false
- t.string "account_status"
- t.string "account_type"
- t.datetime "created_at", null: false
- t.string "currency"
- t.decimal "current_balance", precision: 19, scale: 4
- t.jsonb "institution_metadata"
t.uuid "mercury_item_id", null: false
t.string "name"
+ t.string "account_id", null: false
+ t.string "currency"
+ t.decimal "current_balance", precision: 19, scale: 4
+ t.string "account_status"
+ t.string "account_type"
t.string "provider"
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["mercury_item_id", "account_id"], name: "index_mercury_accounts_on_item_and_account_id", unique: true
t.index ["mercury_item_id"], name: "index_mercury_accounts_on_mercury_item_id"
end
create_table "mercury_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "base_url"
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.string "name"
t.string "institution_id"
t.string "institution_name"
+ t.string "institution_domain"
t.string "institution_url"
- t.string "name"
- t.boolean "pending_account_setup", default: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false
+ t.string "institution_color"
t.string "status", default: "good"
+ t.boolean "scheduled_for_deletion", default: false
+ t.boolean "pending_account_setup", default: false
t.datetime "sync_start_date"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
t.text "token"
+ t.string "base_url"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_mercury_items_on_family_id"
t.index ["status"], name: "index_mercury_items_on_status"
end
create_table "messages", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "ai_model"
t.uuid "chat_id", null: false
+ t.string "type", null: false
+ t.string "status", default: "complete", null: false
t.text "content"
+ t.string "ai_model"
t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.boolean "debug", default: false
t.string "provider_id"
t.boolean "reasoning", default: false
- t.string "status", default: "complete", null: false
- t.string "type", null: false
- t.datetime "updated_at", null: false
t.index ["chat_id"], name: "index_messages_on_chat_id"
end
create_table "mobile_devices", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "app_version"
- t.datetime "created_at", null: false
+ t.uuid "user_id", null: false
t.string "device_id"
t.string "device_name"
t.string "device_type"
- t.datetime "last_seen_at"
t.string "os_version"
+ t.string "app_version"
+ t.datetime "last_seen_at"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
- t.uuid "user_id", null: false
t.index ["user_id", "device_id"], name: "index_mobile_devices_on_user_id_and_device_id", unique: true
t.index ["user_id"], name: "index_mobile_devices_on_user_id"
end
create_table "oauth_access_grants", force: :cascade do |t|
+ t.string "resource_owner_id", null: false
t.bigint "application_id", null: false
- t.datetime "created_at", null: false
+ t.string "token", null: false
t.integer "expires_in", null: false
t.text "redirect_uri", null: false
- t.string "resource_owner_id", null: false
- t.datetime "revoked_at"
t.string "scopes", default: "", null: false
- t.string "token", null: false
+ t.datetime "created_at", null: false
+ t.datetime "revoked_at"
t.index ["application_id"], name: "index_oauth_access_grants_on_application_id"
t.index ["resource_owner_id"], name: "index_oauth_access_grants_on_resource_owner_id"
t.index ["token"], name: "index_oauth_access_grants_on_token", unique: true
end
create_table "oauth_access_tokens", force: :cascade do |t|
- t.bigint "application_id", null: false
- t.datetime "created_at", null: false
- t.integer "expires_in"
- t.uuid "mobile_device_id"
- t.string "previous_refresh_token", default: "", null: false
- t.string "refresh_token"
t.string "resource_owner_id"
- t.datetime "revoked_at"
- t.string "scopes"
+ t.bigint "application_id", null: false
t.string "token", null: false
+ t.string "refresh_token"
+ t.integer "expires_in"
+ t.string "scopes"
+ t.datetime "created_at", null: false
+ t.datetime "revoked_at"
+ t.string "previous_refresh_token", default: "", null: false
+ t.uuid "mobile_device_id"
t.index ["application_id"], name: "index_oauth_access_tokens_on_application_id"
t.index ["mobile_device_id"], name: "index_oauth_access_tokens_on_mobile_device_id"
t.index ["refresh_token"], name: "index_oauth_access_tokens_on_refresh_token", unique: true
@@ -1406,29 +1409,29 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "oauth_applications", force: :cascade do |t|
- t.boolean "confidential", default: true, null: false
- t.datetime "created_at", null: false
t.string "name", null: false
- t.uuid "owner_id"
- t.string "owner_type"
+ t.string "uid", null: false
+ t.string "secret", null: false
t.text "redirect_uri", null: false
t.string "scopes", default: "", null: false
- t.string "secret", null: false
- t.string "uid", null: false
+ t.boolean "confidential", default: true, null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.uuid "owner_id"
+ t.string "owner_type"
t.index ["owner_id", "owner_type"], name: "index_oauth_applications_on_owner_id_and_owner_type"
t.index ["uid"], name: "index_oauth_applications_on_uid", unique: true
end
create_table "oidc_identities", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.jsonb "info", default: {}
- t.string "issuer"
- t.datetime "last_authenticated_at"
+ t.uuid "user_id", null: false
t.string "provider", null: false
t.string "uid", null: false
+ t.jsonb "info", default: {}
+ t.datetime "last_authenticated_at"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
- t.uuid "user_id", null: false
+ t.string "issuer"
t.index ["issuer"], name: "index_oidc_identities_on_issuer"
t.index ["provider", "uid"], name: "index_oidc_identities_on_provider_and_uid", unique: true
t.index ["user_id"], name: "index_oidc_identities_on_user_id"
@@ -1436,89 +1439,89 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "other_assets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
- t.datetime "updated_at", null: false
end
create_table "other_liabilities", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.jsonb "locked_attributes", default: {}
t.string "subtype"
- t.datetime "updated_at", null: false
end
create_table "plaid_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.decimal "available_balance", precision: 19, scale: 4
- t.datetime "created_at", null: false
- t.string "currency", null: false
- t.decimal "current_balance", precision: 19, scale: 4
- t.string "mask"
- t.string "name", null: false
- t.string "plaid_id", null: false
t.uuid "plaid_item_id", null: false
- t.string "plaid_subtype"
+ t.string "plaid_id", null: false
t.string "plaid_type", null: false
- t.jsonb "raw_holdings_payload", default: {}
- t.jsonb "raw_liabilities_payload", default: {}
+ t.string "plaid_subtype"
+ t.decimal "current_balance", precision: 19, scale: 4
+ t.decimal "available_balance", precision: 19, scale: 4
+ t.string "currency", null: false
+ t.string "name", null: false
+ t.string "mask"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.jsonb "raw_payload", default: {}
t.jsonb "raw_transactions_payload", default: {}
- t.datetime "updated_at", null: false
+ t.jsonb "raw_holdings_payload", default: {}
+ t.jsonb "raw_liabilities_payload", default: {}
t.index ["plaid_item_id", "plaid_id"], name: "index_plaid_accounts_on_item_and_plaid_id", unique: true
t.index ["plaid_item_id"], name: "index_plaid_accounts_on_plaid_item_id"
end
create_table "plaid_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "access_token"
- t.string "available_products", default: [], array: true
- t.string "billed_products", default: [], array: true
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_id"
- t.string "institution_url"
+ t.string "access_token"
+ t.string "plaid_id", null: false
t.string "name"
t.string "next_cursor"
- t.string "plaid_id", null: false
- t.string "plaid_region", default: "us", null: false
- t.jsonb "raw_institution_payload", default: {}
- t.jsonb "raw_payload", default: {}
t.boolean "scheduled_for_deletion", default: false
- t.string "status", default: "good", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "available_products", default: [], array: true
+ t.string "billed_products", default: [], array: true
+ t.string "plaid_region", default: "us", null: false
+ t.string "institution_url"
+ t.string "institution_id"
+ t.string "institution_color"
+ t.string "status", default: "good", null: false
+ t.jsonb "raw_payload", default: {}
+ t.jsonb "raw_institution_payload", default: {}
t.index ["family_id"], name: "index_plaid_items_on_family_id"
t.index ["plaid_id"], name: "index_plaid_items_on_plaid_id", unique: true
end
create_table "properties", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "area_unit"
- t.integer "area_value"
t.datetime "created_at", null: false
- t.jsonb "locked_attributes", default: {}
- t.string "subtype"
t.datetime "updated_at", null: false
t.integer "year_built"
+ t.integer "area_value"
+ t.string "area_unit"
+ t.jsonb "locked_attributes", default: {}
+ t.string "subtype"
end
create_table "recurring_transactions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.uuid "account_id"
- t.decimal "amount", precision: 19, scale: 4, null: false
- t.datetime "created_at", null: false
- t.string "currency", null: false
- t.uuid "destination_account_id"
- t.decimal "expected_amount_avg", precision: 19, scale: 4
- t.decimal "expected_amount_max", precision: 19, scale: 4
- t.decimal "expected_amount_min", precision: 19, scale: 4
- t.integer "expected_day_of_month", null: false
t.uuid "family_id", null: false
- t.date "last_occurrence_date", null: false
- t.boolean "manual", default: false, null: false
t.uuid "merchant_id"
- t.string "name"
+ t.decimal "amount", precision: 19, scale: 4, null: false
+ t.string "currency", null: false
+ t.integer "expected_day_of_month", null: false
+ t.date "last_occurrence_date", null: false
t.date "next_expected_date", null: false
- t.integer "occurrence_count", default: 0, null: false
t.string "status", default: "active", null: false
+ t.integer "occurrence_count", default: 0, null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "name"
+ t.boolean "manual", default: false, null: false
+ t.decimal "expected_amount_min", precision: 19, scale: 4
+ t.decimal "expected_amount_max", precision: 19, scale: 4
+ t.decimal "expected_amount_avg", precision: 19, scale: 4
+ t.uuid "account_id"
+ t.uuid "destination_account_id"
t.index ["account_id"], name: "index_recurring_transactions_on_account_id"
t.index ["destination_account_id"], name: "index_recurring_transactions_on_destination_account_id"
t.index ["family_id", "account_id", "destination_account_id", "merchant_id", "amount", "currency"], name: "idx_recurring_txns_pair_merchant", unique: true, where: "((destination_account_id IS NOT NULL) AND (merchant_id IS NOT NULL))"
@@ -1534,9 +1537,9 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "rejected_transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
t.uuid "inflow_transaction_id", null: false
t.uuid "outflow_transaction_id", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["inflow_transaction_id", "outflow_transaction_id"], name: "idx_on_inflow_transaction_id_outflow_transaction_id_412f8e7e26", unique: true
t.index ["inflow_transaction_id"], name: "index_rejected_transfers_on_inflow_transaction_id"
@@ -1544,38 +1547,38 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "rule_actions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "action_type", null: false
- t.datetime "created_at", null: false
t.uuid "rule_id", null: false
- t.datetime "updated_at", null: false
+ t.string "action_type", null: false
t.string "value"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["rule_id"], name: "index_rule_actions_on_rule_id"
end
create_table "rule_conditions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "condition_type", null: false
- t.datetime "created_at", null: false
- t.string "operator", null: false
- t.uuid "parent_id"
t.uuid "rule_id"
- t.datetime "updated_at", null: false
+ t.uuid "parent_id"
+ t.string "condition_type", null: false
+ t.string "operator", null: false
t.string "value"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["parent_id"], name: "index_rule_conditions_on_parent_id"
t.index ["rule_id"], name: "index_rule_conditions_on_rule_id"
end
create_table "rule_runs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.text "error_message"
- t.datetime "executed_at", null: false
- t.string "execution_type", null: false
- t.integer "pending_jobs_count", default: 0, null: false
t.uuid "rule_id", null: false
t.string "rule_name"
+ t.string "execution_type", null: false
t.string "status", null: false
- t.integer "transactions_modified", default: 0, null: false
- t.integer "transactions_processed", default: 0, null: false
t.integer "transactions_queued", default: 0, null: false
+ t.integer "transactions_processed", default: 0, null: false
+ t.integer "transactions_modified", default: 0, null: false
+ t.integer "pending_jobs_count", default: 0, null: false
+ t.datetime "executed_at", null: false
+ t.text "error_message"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["executed_at"], name: "index_rule_runs_on_executed_at"
t.index ["rule_id", "executed_at"], name: "index_rule_runs_on_rule_id_and_executed_at"
@@ -1583,35 +1586,35 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "rules", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "family_id", null: false
+ t.string "resource_type", null: false
+ t.date "effective_date"
t.boolean "active", default: false, null: false
t.datetime "created_at", null: false
- t.date "effective_date"
- t.uuid "family_id", null: false
- t.string "name"
- t.string "resource_type", null: false
t.datetime "updated_at", null: false
+ t.string "name"
t.index ["family_id"], name: "index_rules_on_family_id"
end
create_table "securities", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "country_code"
+ t.string "ticker", null: false
+ t.string "name"
t.datetime "created_at", null: false
- t.string "exchange_acronym"
+ t.datetime "updated_at", null: false
+ t.string "country_code"
t.string "exchange_mic"
+ t.string "exchange_acronym"
+ t.string "logo_url"
t.string "exchange_operating_mic"
+ t.boolean "offline", default: false, null: false
t.datetime "failed_fetch_at"
t.integer "failed_fetch_count", default: 0, null: false
- t.date "first_provider_price_on"
- t.string "kind", default: "standard", null: false
t.datetime "last_health_check_at"
- t.string "logo_url"
- t.string "name"
- t.boolean "offline", default: false, null: false
- t.string "offline_reason"
- t.string "price_provider"
- t.string "ticker", null: false
- t.datetime "updated_at", null: false
t.string "website_url"
+ t.string "kind", default: "standard", null: false
+ t.string "price_provider"
+ t.string "offline_reason"
+ t.date "first_provider_price_on"
t.index "upper((ticker)::text), COALESCE(upper((exchange_operating_mic)::text), ''::text)", name: "index_securities_on_ticker_and_exchange_operating_mic_unique", unique: true
t.index ["country_code"], name: "index_securities_on_country_code"
t.index ["exchange_operating_mic"], name: "index_securities_on_exchange_operating_mic"
@@ -1622,80 +1625,80 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "security_prices", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.string "currency", default: "USD", null: false
t.date "date", null: false
t.decimal "price", precision: 19, scale: 4, null: false
- t.boolean "provisional", default: false, null: false
- t.uuid "security_id"
+ t.string "currency", default: "USD", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.uuid "security_id"
+ t.boolean "provisional", default: false, null: false
t.index ["security_id", "date", "currency"], name: "index_security_prices_on_security_id_and_date_and_currency", unique: true
t.index ["security_id"], name: "index_security_prices_on_security_id"
end
create_table "sessions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.uuid "active_impersonator_session_id"
- t.datetime "created_at", null: false
- t.jsonb "data", default: {}
- t.string "ip_address"
- t.string "ip_address_digest"
- t.jsonb "prev_transaction_page_params", default: {}
- t.datetime "subscribed_at"
- t.datetime "updated_at", null: false
- t.string "user_agent"
t.uuid "user_id", null: false
+ t.string "user_agent"
+ t.string "ip_address"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
+ t.uuid "active_impersonator_session_id"
+ t.datetime "subscribed_at"
+ t.jsonb "prev_transaction_page_params", default: {}
+ t.jsonb "data", default: {}
+ t.string "ip_address_digest"
t.index ["active_impersonator_session_id"], name: "index_sessions_on_active_impersonator_session_id"
t.index ["ip_address_digest"], name: "index_sessions_on_ip_address_digest"
t.index ["user_id"], name: "index_sessions_on_user_id"
end
create_table "settings", force: :cascade do |t|
+ t.string "var", null: false
+ t.text "value"
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
- t.text "value"
- t.string "var", null: false
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 "account_subtype"
- t.string "account_type"
- t.decimal "available_balance", precision: 19, scale: 4
- t.datetime "balance_date"
- t.datetime "created_at", null: false
t.string "currency"
t.decimal "current_balance", precision: 19, scale: 4
- t.jsonb "extra"
- t.string "name"
- t.jsonb "org_data"
- t.jsonb "raw_holdings_payload"
+ 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.uuid "simplefin_item_id", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.datetime "balance_date"
+ t.jsonb "extra"
+ t.jsonb "org_data"
+ t.jsonb "raw_holdings_payload"
t.index ["account_id"], name: "index_simplefin_accounts_on_account_id"
t.index ["simplefin_item_id", "account_id"], name: "idx_unique_sfa_per_item_and_upstream", unique: true, where: "(account_id IS NOT NULL)"
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.text "access_url"
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.text "access_url"
+ t.string "name"
t.string "institution_id"
t.string "institution_name"
t.string "institution_url"
- t.string "name"
- t.boolean "pending_account_setup", default: false, null: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false
t.string "status", default: "good"
- t.date "sync_start_date"
+ 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.string "institution_domain"
+ t.string "institution_color"
+ t.date "sync_start_date"
t.index ["family_id"], name: "index_simplefin_items_on_family_id"
t.index ["institution_domain"], name: "index_simplefin_items_on_institution_domain"
t.index ["institution_id"], name: "index_simplefin_items_on_institution_id"
@@ -1704,118 +1707,118 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "snaptrade_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_number"
- t.string "account_status"
- t.string "account_type"
- t.boolean "activities_fetch_pending", default: false
- t.string "brokerage_name"
- t.decimal "cash_balance", precision: 19, scale: 4
- t.datetime "created_at", null: false
- t.string "currency"
- t.decimal "current_balance", precision: 19, scale: 4
- t.jsonb "institution_metadata"
- t.datetime "last_activities_sync"
- t.datetime "last_holdings_sync"
+ t.uuid "snaptrade_item_id", null: false
t.string "name"
- t.string "provider"
- t.jsonb "raw_activities_payload", default: []
- t.jsonb "raw_balances_payload", default: []
- t.jsonb "raw_holdings_payload", default: []
- t.jsonb "raw_payload"
- t.jsonb "raw_transactions_payload"
t.string "snaptrade_account_id"
t.string "snaptrade_authorization_id"
- t.uuid "snaptrade_item_id", null: false
- t.date "sync_start_date"
+ t.string "account_number"
+ t.string "brokerage_name"
+ t.string "currency"
+ t.decimal "current_balance", precision: 19, scale: 4
+ t.decimal "cash_balance", precision: 19, scale: 4
+ t.string "account_status"
+ t.string "account_type"
+ t.string "provider"
+ t.jsonb "institution_metadata"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_transactions_payload"
+ t.jsonb "raw_holdings_payload", default: []
+ t.jsonb "raw_activities_payload", default: []
+ t.datetime "last_holdings_sync"
+ t.datetime "last_activities_sync"
+ t.boolean "activities_fetch_pending", default: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.date "sync_start_date"
+ t.jsonb "raw_balances_payload", default: []
t.index ["snaptrade_item_id", "snaptrade_account_id"], name: "index_snaptrade_accounts_on_item_and_snaptrade_account_id", unique: true, where: "(snaptrade_account_id IS NOT NULL)"
t.index ["snaptrade_item_id"], name: "index_snaptrade_accounts_on_snaptrade_item_id"
end
create_table "snaptrade_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "client_id"
- t.string "consumer_key"
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.string "name"
t.string "institution_id"
t.string "institution_name"
+ t.string "institution_domain"
t.string "institution_url"
- t.datetime "last_synced_at"
- t.string "name"
- t.text "oauth_access_token"
- t.text "oauth_refresh_token"
- t.string "oauth_scope"
- t.datetime "oauth_token_expires_at"
- t.string "oauth_token_type"
- t.boolean "pending_account_setup", default: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
+ t.string "institution_color"
+ t.string "status", default: "good"
t.boolean "scheduled_for_deletion", default: false
+ t.boolean "pending_account_setup", default: false
+ t.datetime "sync_start_date"
+ t.datetime "last_synced_at"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
+ t.string "client_id"
+ t.string "consumer_key"
t.string "snaptrade_user_id"
t.string "snaptrade_user_secret"
- t.string "status", default: "good"
- t.datetime "sync_start_date"
+ t.text "oauth_access_token"
+ t.text "oauth_refresh_token"
+ t.string "oauth_token_type"
+ t.string "oauth_scope"
+ t.datetime "oauth_token_expires_at"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_snaptrade_items_on_family_id"
t.index ["status"], name: "index_snaptrade_items_on_status"
end
create_table "sophtron_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "account_id", null: false
- t.string "account_number_mask"
- t.string "account_status"
- t.string "account_sub_type"
- t.string "account_type"
- t.decimal "available_balance", precision: 19, scale: 4
- t.decimal "balance", precision: 19, scale: 4
- t.datetime "created_at", null: false
- t.string "currency"
- t.string "customer_id"
- t.jsonb "institution_metadata"
- t.datetime "last_updated"
- t.boolean "manual_sync", default: false, null: false
- t.string "member_id"
+ t.uuid "sophtron_item_id", null: false
t.string "name", null: false
+ t.string "account_id", null: false
+ t.string "currency"
+ t.decimal "balance", precision: 19, scale: 4
+ t.decimal "available_balance", precision: 19, scale: 4
+ t.string "account_status"
+ t.string "account_type"
+ t.string "account_sub_type"
+ t.datetime "last_updated"
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
- t.uuid "sophtron_item_id", null: false
+ t.string "customer_id"
+ t.string "member_id"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "account_number_mask"
+ t.boolean "manual_sync", default: false, null: false
t.index ["account_id"], name: "index_sophtron_accounts_on_account_id"
t.index ["sophtron_item_id", "account_id"], name: "idx_unique_sophtron_accounts_per_item", unique: true
t.index ["sophtron_item_id"], name: "index_sophtron_accounts_on_sophtron_item_id"
end
create_table "sophtron_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "family_id", null: false
+ t.string "name"
+ t.string "institution_id"
+ t.string "institution_name"
+ t.string "institution_domain"
+ t.string "institution_url"
+ t.string "institution_color"
+ t.string "status", default: "good"
+ t.boolean "scheduled_for_deletion", default: false
+ t.boolean "pending_account_setup", default: false
+ t.datetime "sync_start_date"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
+ t.string "user_id", null: false
t.string "access_key", null: false
t.string "base_url"
t.datetime "created_at", null: false
- t.string "current_job_id"
- t.uuid "current_job_sophtron_account_id"
+ t.datetime "updated_at", null: false
t.string "customer_id"
t.string "customer_name"
- t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
- t.string "institution_id"
- t.string "institution_name"
- t.string "institution_url"
+ t.jsonb "raw_customer_payload"
+ t.string "user_institution_id"
+ t.string "current_job_id"
t.string "job_status"
+ t.jsonb "raw_job_payload"
t.text "last_connection_error"
t.boolean "manual_sync", default: false, null: false
- t.string "name"
- t.boolean "pending_account_setup", default: false
- t.jsonb "raw_customer_payload"
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_job_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false
- t.string "status", default: "good"
- t.datetime "sync_start_date"
- t.datetime "updated_at", null: false
- t.string "user_id", null: false
- t.string "user_institution_id"
+ t.uuid "current_job_sophtron_account_id"
t.index ["current_job_sophtron_account_id"], name: "index_sophtron_items_on_current_job_sophtron_account_id"
t.index ["customer_id"], name: "index_sophtron_items_on_customer_id"
t.index ["family_id"], name: "index_sophtron_items_on_family_id"
@@ -1824,14 +1827,14 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "sso_audit_logs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.string "event_type", null: false
- t.string "ip_address"
- t.jsonb "metadata", default: {}, null: false
- t.string "provider"
- t.datetime "updated_at", null: false
- t.string "user_agent"
t.uuid "user_id"
+ t.string "event_type", null: false
+ t.string "provider"
+ t.string "ip_address"
+ t.string "user_agent"
+ t.jsonb "metadata", default: {}, null: false
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.index ["created_at"], name: "index_sso_audit_logs_on_created_at"
t.index ["event_type"], name: "index_sso_audit_logs_on_event_type"
t.index ["user_id", "created_at"], name: "index_sso_audit_logs_on_user_id_and_created_at"
@@ -1839,117 +1842,117 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "sso_providers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.string "strategy", null: false
+ t.string "name", null: false
+ t.string "label", null: false
+ t.string "icon"
+ t.boolean "enabled", default: true, null: false
+ t.string "issuer"
t.string "client_id"
t.string "client_secret"
- t.datetime "created_at", null: false
- t.boolean "enabled", default: true, null: false
- t.string "icon"
- t.string "issuer"
- t.string "label", null: false
- t.string "name", null: false
t.string "redirect_uri"
t.jsonb "settings", default: {}, null: false
- t.string "strategy", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["enabled"], name: "index_sso_providers_on_enabled"
t.index ["name"], name: "index_sso_providers_on_name", unique: true
end
create_table "subscriptions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.decimal "amount", precision: 19, scale: 4
- t.boolean "cancel_at_period_end", default: false, null: false
- t.datetime "created_at", null: false
- t.string "currency"
- t.datetime "current_period_ends_at"
t.uuid "family_id", null: false
- t.string "interval"
t.string "status", null: false
t.string "stripe_id"
+ t.decimal "amount", precision: 19, scale: 4
+ t.string "currency"
+ t.string "interval"
+ t.datetime "current_period_ends_at"
t.datetime "trial_ends_at"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.boolean "cancel_at_period_end", default: false, null: false
t.index ["family_id"], name: "index_subscriptions_on_family_id", unique: true
end
create_table "syncs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "completed_at"
- t.datetime "created_at", null: false
- t.jsonb "data"
+ t.string "syncable_type", null: false
+ t.uuid "syncable_id", null: false
+ t.string "status", default: "pending"
t.string "error"
- t.datetime "failed_at"
+ t.jsonb "data"
+ t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
t.uuid "parent_id"
t.datetime "pending_at"
- t.string "status", default: "pending"
- t.text "sync_stats"
- t.uuid "syncable_id", null: false
- t.string "syncable_type", null: false
t.datetime "syncing_at"
- t.datetime "updated_at", null: false
- t.date "window_end_date"
+ t.datetime "completed_at"
+ t.datetime "failed_at"
t.date "window_start_date"
+ t.date "window_end_date"
+ t.text "sync_stats"
t.index ["parent_id"], name: "index_syncs_on_parent_id"
t.index ["status"], name: "index_syncs_on_status"
t.index ["syncable_type", "syncable_id"], name: "index_syncs_on_syncable"
end
create_table "taggings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
t.uuid "tag_id", null: false
- t.uuid "taggable_id"
t.string "taggable_type"
+ t.uuid "taggable_id"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["tag_id"], name: "index_taggings_on_tag_id"
t.index ["taggable_type", "taggable_id"], name: "index_taggings_on_taggable"
end
create_table "tags", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.string "color", default: "#e99537", null: false
- t.datetime "created_at", null: false
- t.uuid "family_id", null: false
t.string "name"
+ t.string "color", default: "#e99537", null: false
+ t.uuid "family_id", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_tags_on_family_id"
end
create_table "tool_calls", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.jsonb "function_arguments"
- t.string "function_name"
- t.jsonb "function_result"
t.uuid "message_id", null: false
- t.string "provider_call_id"
t.string "provider_id", null: false
+ t.string "provider_call_id"
t.string "type", null: false
+ t.string "function_name"
+ t.jsonb "function_arguments"
+ t.jsonb "function_result"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["message_id"], name: "index_tool_calls_on_message_id"
end
create_table "trades", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.string "currency"
- t.jsonb "extra", default: {}, null: false
- t.decimal "fee", precision: 19, scale: 4, default: "0.0", null: false
- t.string "investment_activity_label"
- t.jsonb "locked_attributes", default: {}
- t.decimal "price", precision: 19, scale: 10
- t.decimal "qty", precision: 24, scale: 8
t.uuid "security_id", null: false
+ t.decimal "qty", precision: 24, scale: 8
+ t.decimal "price", precision: 19, scale: 10
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "currency"
+ t.jsonb "locked_attributes", default: {}
+ t.string "investment_activity_label"
+ t.decimal "fee", precision: 19, scale: 4, default: "0.0", null: false
+ t.jsonb "extra", default: {}, null: false
t.index ["extra"], name: "index_trades_on_extra", using: :gin
t.index ["investment_activity_label"], name: "index_trades_on_investment_activity_label"
t.index ["security_id"], name: "index_trades_on_security_id"
end
create_table "transactions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.uuid "category_id"
t.datetime "created_at", null: false
+ t.datetime "updated_at", null: false
+ t.uuid "category_id"
+ t.uuid "merchant_id"
+ t.jsonb "locked_attributes", default: {}
+ t.string "kind", default: "standard", null: false
t.string "external_id"
t.jsonb "extra", default: {}, null: false
t.string "investment_activity_label"
- t.string "kind", default: "standard", null: false
- t.jsonb "locked_attributes", default: {}
- t.uuid "merchant_id"
t.uuid "transfer_id"
- t.datetime "updated_at", null: false
t.index "(((extra -> 'goal'::text) ->> 'pledge_id'::text))", name: "ix_transactions_extra_goal_pledge_id", unique: true, where: "(((extra -> 'goal'::text) ->> 'pledge_id'::text) IS NOT NULL)"
t.index ["category_id"], name: "index_transactions_on_category_id"
t.index ["external_id"], name: "index_transactions_on_external_id"
@@ -1962,39 +1965,35 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.decimal "amount", precision: 19, scale: 4, default: "0.0", null: false
- t.datetime "created_at", null: false
- t.decimal "destination_fee_amount", precision: 19, scale: 4, default: "0.0", null: false
t.uuid "inflow_transaction_id", null: false
- t.text "notes"
t.uuid "outflow_transaction_id", null: false
- t.decimal "source_fee_amount", precision: 19, scale: 4, default: "0.0", null: false
t.string "status", default: "pending", null: false
+ t.text "notes"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["inflow_transaction_id", "outflow_transaction_id"], name: "idx_on_inflow_transaction_id_outflow_transaction_id_8cd07a28bd", unique: true
t.index ["inflow_transaction_id"], name: "index_transfers_on_inflow_transaction_id"
t.index ["outflow_transaction_id"], name: "index_transfers_on_outflow_transaction_id"
t.index ["status"], name: "index_transfers_on_status"
t.check_constraint "amount >= 0::numeric", name: "check_transfer_amount_non_negative"
- t.check_constraint "destination_fee_amount >= 0::numeric", name: "check_destination_fee_non_negative"
- t.check_constraint "source_fee_amount >= 0::numeric", name: "check_source_fee_non_negative"
end
create_table "up_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
+ t.uuid "up_item_id", null: false
+ t.string "name", null: false
t.string "account_id"
- t.string "account_status"
- t.string "account_type"
- t.datetime "created_at", null: false
t.string "currency", null: false
t.decimal "current_balance", precision: 19, scale: 4
- t.boolean "ignored", default: false, null: false
- t.jsonb "institution_metadata"
- t.string "name", null: false
+ t.string "account_status"
+ t.string "account_type"
t.string "ownership_type"
t.string "provider"
+ t.boolean "ignored", default: false, null: false
+ t.jsonb "institution_metadata"
t.jsonb "raw_payload"
t.jsonb "raw_transactions_payload"
t.date "sync_start_date"
- t.uuid "up_item_id", null: false
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["account_id"], name: "index_up_accounts_on_account_id"
t.index ["up_item_id", "account_id"], name: "index_up_accounts_on_item_and_account_id", unique: true, where: "(account_id IS NOT NULL)"
@@ -2002,57 +2001,57 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
end
create_table "up_items", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.text "access_token"
- t.datetime "created_at", null: false
t.uuid "family_id", null: false
- t.string "institution_color"
- t.string "institution_domain"
+ t.string "name"
t.string "institution_id"
t.string "institution_name"
+ t.string "institution_domain"
t.string "institution_url"
- t.string "name"
- t.boolean "pending_account_setup", default: false, null: false
- t.jsonb "raw_institution_payload"
- t.jsonb "raw_payload"
- t.boolean "scheduled_for_deletion", default: false, null: false
+ t.string "institution_color"
t.string "status", default: "good", null: false
+ t.boolean "scheduled_for_deletion", default: false, null: false
+ t.boolean "pending_account_setup", default: false, null: false
t.date "sync_start_date"
+ t.jsonb "raw_payload"
+ t.jsonb "raw_institution_payload"
+ t.text "access_token"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["family_id"], name: "index_up_items_on_family_id"
t.index ["status"], name: "index_up_items_on_status"
end
create_table "users", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.boolean "active", default: true, null: false
- t.boolean "ai_enabled", default: false, null: false
- t.datetime "created_at", null: false
- t.uuid "default_account_id"
- t.string "default_account_order", default: "name_asc"
- t.string "default_period", default: "last_30_days", null: false
- t.string "email"
t.uuid "family_id", null: false
t.string "first_name"
- t.text "goals", default: [], array: true
t.string "last_name"
- t.uuid "last_viewed_chat_id"
- t.string "locale"
- t.datetime "onboarded_at"
- t.string "otp_backup_codes", default: [], array: true
- t.boolean "otp_required", default: false, null: false
- t.string "otp_secret"
+ t.string "email"
t.string "password_digest"
- t.jsonb "preferences", default: {}, null: false
- t.string "role", default: "member", null: false
- t.datetime "rule_prompt_dismissed_at"
- t.boolean "rule_prompts_disabled", default: false
- t.datetime "set_onboarding_goals_at"
- t.datetime "set_onboarding_preferences_at"
- t.boolean "show_ai_sidebar", default: true
- t.boolean "show_sidebar", default: true
- t.string "theme", default: "system"
- t.string "ui_layout"
- t.string "unconfirmed_email"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
+ t.string "role", default: "member", null: false
+ t.boolean "active", default: true, null: false
+ t.datetime "onboarded_at"
+ t.string "unconfirmed_email"
+ t.string "otp_secret"
+ t.boolean "otp_required", default: false, null: false
+ t.string "otp_backup_codes", default: [], array: true
+ t.boolean "show_sidebar", default: true
+ t.string "default_period", default: "last_30_days", null: false
+ t.uuid "last_viewed_chat_id"
+ t.boolean "show_ai_sidebar", default: true
+ t.boolean "ai_enabled", default: false, null: false
+ t.string "theme", default: "system"
+ t.boolean "rule_prompts_disabled", default: false
+ t.datetime "rule_prompt_dismissed_at"
+ t.text "goals", default: [], array: true
+ t.datetime "set_onboarding_preferences_at"
+ t.datetime "set_onboarding_goals_at"
+ t.string "default_account_order", default: "name_asc"
+ t.string "ui_layout"
+ t.jsonb "preferences", default: {}, null: false
+ t.string "locale"
+ t.uuid "default_account_id"
t.string "webauthn_id"
t.index ["default_account_id"], name: "index_users_on_default_account_id"
t.index ["email"], name: "index_users_on_email", unique: true
@@ -2066,33 +2065,33 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
create_table "valuations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
- t.string "kind", default: "reconciliation", null: false
- t.jsonb "locked_attributes", default: {}
t.datetime "updated_at", null: false
+ t.jsonb "locked_attributes", default: {}
+ t.string "kind", default: "reconciliation", null: false
end
create_table "vehicles", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.datetime "created_at", null: false
- t.jsonb "locked_attributes", default: {}
- t.string "make"
- t.string "mileage_unit"
- t.integer "mileage_value"
- t.string "model"
- t.string "subtype"
t.datetime "updated_at", null: false
t.integer "year"
+ t.integer "mileage_value"
+ t.string "mileage_unit"
+ t.string "make"
+ t.string "model"
+ t.jsonb "locked_attributes", default: {}
+ t.string "subtype"
end
create_table "webauthn_credentials", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
- t.datetime "created_at", null: false
- t.string "credential_id", null: false
- t.datetime "last_used_at"
+ t.uuid "user_id", null: false
t.string "nickname", null: false
+ t.string "credential_id", null: false
t.text "public_key", null: false
t.bigint "sign_count", default: 0, null: false
t.string "transports", default: [], null: false, array: true
+ t.datetime "last_used_at"
+ t.datetime "created_at", null: false
t.datetime "updated_at", null: false
- t.uuid "user_id", null: false
t.index ["credential_id"], name: "index_webauthn_credentials_on_credential_id", unique: true
t.index ["user_id"], name: "index_webauthn_credentials_on_user_id"
t.check_constraint "sign_count >= 0", name: "chk_webauthn_credentials_sign_count_non_negative"
@@ -2215,7 +2214,7 @@ ActiveRecord::Schema[8.1].define(version: 2026_06_28_171431) do
add_foreign_key "trades", "securities"
add_foreign_key "transactions", "categories", on_delete: :nullify
add_foreign_key "transactions", "merchants"
- add_foreign_key "transactions", "transfers"
+ add_foreign_key "transactions", "transfers", column: "transfer_id"
add_foreign_key "transfers", "transactions", column: "inflow_transaction_id", on_delete: :cascade
add_foreign_key "transfers", "transactions", column: "outflow_transaction_id", on_delete: :cascade
add_foreign_key "up_accounts", "up_items"
diff --git a/test/controllers/transfers_controller_test.rb b/test/controllers/transfers_controller_test.rb
index a1f1b51a3..c256baad0 100644
--- a/test/controllers/transfers_controller_test.rb
+++ b/test/controllers/transfers_controller_test.rb
@@ -164,9 +164,9 @@ class TransfersControllerTest < ActionDispatch::IntegrationTest
end
transfer = Transfer.order(created_at: :desc).first
- assert_equal 3, transfer.source_fee_amount
- assert_equal 0, transfer.destination_fee_amount
assert_equal 100, transfer.amount
+ assert_equal 3, transfer.derived_source_fee_amount
+ assert_equal 0, transfer.derived_destination_fee_amount
# Outflow should be principal only (no fee baked in)
assert_equal 100, transfer.outflow_transaction.entry.amount
# Inflow should be -(converted_principal)
@@ -177,9 +177,6 @@ class TransfersControllerTest < ActionDispatch::IntegrationTest
assert_equal "standard", fee_tx.kind
assert_equal 3, fee_tx.entry.amount
assert_equal accounts(:depository).id, fee_tx.entry.account_id
- # Derived fee methods match stored amounts
- assert_equal 3, transfer.derived_source_fee_amount
- assert_equal 0, transfer.derived_destination_fee_amount
assert transfer.has_source_fee?
assert_not transfer.has_destination_fee?
end
@@ -198,9 +195,9 @@ class TransfersControllerTest < ActionDispatch::IntegrationTest
end
transfer = Transfer.order(created_at: :desc).first
- assert_equal 0, transfer.source_fee_amount
- assert_equal 3, transfer.destination_fee_amount
assert_equal 100, transfer.amount
+ assert_equal 0, transfer.derived_source_fee_amount
+ assert_equal 3, transfer.derived_destination_fee_amount
# Outflow should be principal only
assert_equal 100, transfer.outflow_transaction.entry.amount
# Inflow should be -(converted_principal)
@@ -211,9 +208,6 @@ class TransfersControllerTest < ActionDispatch::IntegrationTest
assert_equal "standard", fee_tx.kind
assert_equal 3, fee_tx.entry.amount
assert_equal accounts(:credit_card).id, fee_tx.entry.account_id
- # Derived fee methods match stored amounts
- assert_equal 0, transfer.derived_source_fee_amount
- assert_equal 3, transfer.derived_destination_fee_amount
assert_not transfer.has_source_fee?
assert transfer.has_destination_fee?
end
@@ -233,9 +227,9 @@ class TransfersControllerTest < ActionDispatch::IntegrationTest
end
transfer = Transfer.order(created_at: :desc).first
- assert_equal 2, transfer.source_fee_amount
- assert_equal 3, transfer.destination_fee_amount
assert_equal 100, transfer.amount
+ assert_equal 2, transfer.derived_source_fee_amount
+ assert_equal 3, transfer.derived_destination_fee_amount
# Outflow should be principal only
assert_equal 100, transfer.outflow_transaction.entry.amount
# Inflow should be -(converted_principal)
@@ -246,9 +240,6 @@ class TransfersControllerTest < ActionDispatch::IntegrationTest
dest_fee_tx = transfer.fee_transactions.find { |t| t.entry.account_id == accounts(:credit_card).id }
assert_equal 2, source_fee_tx.entry.amount
assert_equal 3, dest_fee_tx.entry.amount
- # Derived fee methods match stored amounts
- assert_equal 2, transfer.derived_source_fee_amount
- assert_equal 3, transfer.derived_destination_fee_amount
assert transfer.has_fees?
end
@@ -270,11 +261,9 @@ class TransfersControllerTest < ActionDispatch::IntegrationTest
fee_tx = transfer.fee_transactions.first
fee_tx.entry.update!(amount: 5)
- # Derived fee should reflect the updated entry, not the stored column
+ # Derived fee should reflect the updated entry
transfer.reload
assert_equal 5, transfer.derived_source_fee_amount
- # Stored column remains unchanged
- assert_equal 3, transfer.source_fee_amount
assert transfer.has_source_fee?
end
diff --git a/test/models/transfer_test.rb b/test/models/transfer_test.rb
index 12cdfa20d..2368671ab 100644
--- a/test/models/transfer_test.rb
+++ b/test/models/transfer_test.rb
@@ -125,70 +125,18 @@ class TransferTest < ActiveSupport::TestCase
assert_equal "funds_movement", Transfer.kind_for_account(accounts(:depository))
end
- test "transfer with source fee adjusts validation" do
- outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 100)
- inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -100)
-
- transfer = Transfer.new(
- inflow_transaction: inflow_entry.transaction,
- outflow_transaction: outflow_entry.transaction,
- source_fee_amount: 3
- )
-
- assert transfer.valid?
- end
-
- test "transfer with destination fee adjusts validation" do
- outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 100)
- inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -100)
-
- transfer = Transfer.new(
- inflow_transaction: inflow_entry.transaction,
- outflow_transaction: outflow_entry.transaction,
- destination_fee_amount: 3
- )
-
- assert transfer.valid?
- end
-
- test "transfer with both source and destination fees adjusts validation" do
- outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 100)
- inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -100)
-
- transfer = Transfer.new(
- inflow_transaction: inflow_entry.transaction,
- outflow_transaction: outflow_entry.transaction,
- source_fee_amount: 3,
- destination_fee_amount: 6
- )
-
- assert transfer.valid?
- end
-
- test "transfer with non-opposite entries fails validation" do
- outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 100)
- inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -95)
-
- transfer = Transfer.new(
- inflow_transaction: inflow_entry.transaction,
- outflow_transaction: outflow_entry.transaction,
- source_fee_amount: 3
- )
-
- assert transfer.invalid?
- assert_equal "Must have opposite amounts", transfer.errors.full_messages.first
- end
-
test "has_source_fee? returns true when source fee present" do
transfer = transfers(:one)
- transfer.update_column(:source_fee_amount, 5)
+ entry = accounts(:depository).entries.create!(name: "Fee", date: Date.current, amount: 5, currency: "USD", entryable: Transaction.new(kind: "standard"))
+ transfer.fee_transactions << entry.entryable
assert transfer.has_source_fee?
assert transfer.has_fees?
end
test "has_destination_fee? returns true when destination fee present" do
transfer = transfers(:one)
- transfer.update_column(:destination_fee_amount, 5)
+ entry = accounts(:credit_card).entries.create!(name: "Fee", date: Date.current, amount: 5, currency: "USD", entryable: Transaction.new(kind: "standard"))
+ transfer.fee_transactions << entry.entryable
assert transfer.has_destination_fee?
assert transfer.has_fees?
end
@@ -200,50 +148,9 @@ class TransferTest < ActiveSupport::TestCase
test "total_fee sums source and destination fees" do
transfer = transfers(:one)
- transfer.update_columns(source_fee_amount: 3, destination_fee_amount: 2)
+ entry1 = accounts(:depository).entries.create!(name: "Fee", date: Date.current, amount: 3, currency: "USD", entryable: Transaction.new(kind: "standard"))
+ entry2 = accounts(:credit_card).entries.create!(name: "Fee", date: Date.current, amount: 2, currency: "USD", entryable: Transaction.new(kind: "standard"))
+ transfer.fee_transactions << entry1.entryable << entry2.entryable
assert_equal 5, transfer.total_fee
end
-
- test "destination fee larger than amount inverts inflow sign and fails validation" do
- outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 100)
- inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: 50)
-
- transfer = Transfer.new(
- inflow_transaction: inflow_entry.transaction,
- outflow_transaction: outflow_entry.transaction,
- destination_fee_amount: 150
- )
-
- # inflow amount (50) is positive, which means destination is also outflowing
- assert transfer.invalid?
- assert_equal "Must have opposite amounts", transfer.errors.full_messages.first
- end
-
- test "negative source fee is rejected" do
- outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 500)
- inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500)
-
- transfer = Transfer.new(
- inflow_transaction: inflow_entry.transaction,
- outflow_transaction: outflow_entry.transaction,
- source_fee_amount: -5
- )
-
- assert transfer.invalid?
- assert_includes transfer.errors.full_messages, "Source fee amount must be greater than or equal to 0"
- end
-
- test "negative destination fee is rejected" do
- outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 500)
- inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500)
-
- transfer = Transfer.new(
- inflow_transaction: inflow_entry.transaction,
- outflow_transaction: outflow_entry.transaction,
- destination_fee_amount: -5
- )
-
- assert transfer.invalid?
- assert_includes transfer.errors.full_messages, "Destination fee amount must be greater than or equal to 0"
- end
end
diff --git a/test/support/entries_test_helper.rb b/test/support/entries_test_helper.rb
index 901b0add9..4da7ac5db 100644
--- a/test/support/entries_test_helper.rb
+++ b/test/support/entries_test_helper.rb
@@ -59,9 +59,7 @@ module EntriesTestHelper
transfer = Transfer.create!(
outflow_transaction: outflow_transaction,
inflow_transaction: inflow_transaction,
- amount: amount.abs,
- source_fee_amount: source_fee_amount,
- destination_fee_amount: destination_fee_amount
+ amount: amount.abs
)
from_account.entries.create!(