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* feat(ai): add Anthropic provider with chat parity (1/5)
Introduces Provider::Anthropic alongside Provider::Openai, implementing
the LlmConcept chat_response contract over the official anthropic Ruby
SDK. Batch ops, PDF, and RAG land in follow-up PRs.
- Provider::Anthropic uses Messages API for sync and streaming responses
- ChatConfig builds requests with ephemeral prompt-cache markers on the
system prompt and the last tool definition
- MessageFormatter reconstructs multi-turn history (text + tool_use +
tool_result blocks) from raw Message records, including the paired
user-role tool_result turn Anthropic requires after every tool_use
- ChatParser maps Anthropic Message into the shared ChatResponse Data
- Registry, Setting, User, Chat default model wired for ANTHROPIC_*
envs and Setting.anthropic_*; LLM_PROVIDER selects between providers
- Responder forwards raw conversation_history (Array<Message>) so
providers without hosted conversation state can rebuild context
- OpenAI provider accepts and ignores the new kwarg (no behavior change)
Tests cover provider init, model gating, MessageFormatter for all turn
shapes, ChatConfig request building (max_tokens, system cache, tool
conversion), ChatParser for text / tool_use / mixed blocks, Registry
discovery, and mocked chat_response success / error / function_request
paths. Live VCR cassettes recorded in a follow-up with a real key.
Stacked PRs: 2/5 batch ops + cost ledger, 3/5 PDF, 4/5 pgvector RAG,
5/5 settings UI + disclosure.
* fix(ai): address PR review on Anthropic provider foundation
Surface fixes raised by Codex + CodeRabbit on PR 1/5:
- Provider::Anthropic#chat_response now accepts (and ignores) a
`messages:` kwarg. Assistant::Responder passes both `messages:`
(OpenAI-shape) and `conversation_history:` (raw Message records) for
cross-provider parity, so the previous signature raised
ArgumentError on the first chat turn through the Anthropic provider.
- Provider::Anthropic#supports_model? bypasses the `claude` prefix
gate when a custom base_url is configured, mirroring the OpenAI
provider. Bedrock-shaped IDs like
`anthropic.claude-sonnet-4-5-20250929-v1:0` and
`claude-opus-4@20250514` are otherwise rejected by
Assistant::Provided#get_model_provider and the chat dies.
- Setting.anthropic_access_token is now in
EncryptedSettingFields::ENCRYPTED_FIELDS so the Anthropic API key
is encrypted at rest like every other provider secret. Previously
plaintext while siblings (openai_access_token, twelve_data_api_key,
external_assistant_token) were ciphertext.
- Chat.default_model falls back to whichever provider is actually
configured. Previously, with LLM_PROVIDER=anthropic but no
Anthropic credentials, the default model resolved to a Claude ID
that no registered provider supported, so chats failed even when
OpenAI was fully configured. Adds Provider::{Anthropic,Openai}#configured?
class methods for the readable callsite.
- Provider::Anthropic.effective_model uses
`ENV["ANTHROPIC_MODEL"].presence || Setting.anthropic_model` so the
Setting lookup is only performed when the env var is absent — the
previous `ENV.fetch(KEY, default)` evaluated the default arg
eagerly on every call.
- Provider::Anthropic::ChatConfig#anthropic_input_schema strips both
`:strict` and `"strict"` keys so JSON-decoded schemas with string
keys cannot leak the OpenAI-only flag through to Anthropic.
Test coverage added: supports_model? bypass on custom endpoints,
chat_response messages: kwarg compatibility, default_model fallback
in the three credential combinations, configured? against ENV +
Setting, strict-flag stripping for both key types, and a
`Setting.expects(:anthropic_model).never` assertion proving the
ENV-precedence test now exercises the lazy path.
All 4365 tests pass (1 pre-existing libvips env error unrelated).
* test(chat): make default_model tests resilient to ENV model overrides
CodeRabbit flagged on PR review: the new default_model tests asserted
against Provider::*::DEFAULT_MODEL, but Chat.default_model actually
returns Provider::*.effective_model.presence (which reads
OPENAI_MODEL / ANTHROPIC_MODEL from the environment). With either env
var set, the tests would fail intermittently even though routing was
correct.
- New default_model tests now assert against the provider's
effective_model directly, so they verify the routing decision
(which provider's value wins) without coupling to the constant.
- Pre-existing "creates with default model" assertions had the same
brittleness; switch them to compare against Chat.default_model so
the chosen model is whatever the env / Setting cascade resolves to.
Verified by running `ANTHROPIC_MODEL=claude-haiku-4-5 OPENAI_MODEL=gpt-4o
bin/rails test test/models/chat_test.rb` — 16 runs, 0 failures
(previously 2 pre-existing failures + 0 from the new tests).
* fix(ai): address local review on Anthropic foundation
- Provider::Anthropic#supports_pdf_processing? bypasses prefix gate for
custom endpoints, mirroring supports_model?
- Provider::Anthropic#initialize raises Error when custom_endpoint? AND
model.blank?, parity with Provider::Openai
- stream_chat_response captures partial usage on mid-stream errors and
records it via the new on_partial callback so chat_response can skip
the duplicate error row in the outer rescue
- safe_accumulated_message swallows the secondary failure when the SDK
cannot reconstruct a snapshot
- langfuse_client memoizes properly (||= instead of =) so repeated calls
don't churn Langfuse instances
- MessageFormatter sorts tool_calls by created_at then id so the
message array is deterministic across replays; skips tool_calls
missing both provider_call_id and provider_id rather than sending
`id: nil` and getting rejected by Anthropic
- Setting.anthropic_access_token default falls back through
ENV["ANTHROPIC_API_KEY"].presence (was missing .presence, so an
empty-string env value bled through)
- User#openai_configured? / #anthropic_configured? delegate to the
Provider::* class methods — single source of truth
- Assistant::Responder renames the OpenAI-shape history builder
conversation_history → openai_messages_payload so the kwarg name
matches the local method name (messages: openai_messages_payload,
conversation_history: chat_message_records)
- Assistant::Builtin stale-history comment updated to reference both
builders
Adds a streaming chat_response test using ad-hoc subclasses of the
SDK event types so the case/when dispatch matches via is_a? without
stubbing class-level === behavior.
* test(ai): add Anthropic tool_use round-trip + multi-tool turn coverage
Addresses @jjmata's "worth confirming" note on PR #1983: tool-use turns
from prior assistant messages must round-trip correctly when retrieved
from the database.
- New `ChatParser → ToolCall::Function → MessageFormatter` test walks
the full path: Anthropic response with a tool_use block →
ChatFunctionRequest → ToolCall::Function.from_function_request →
persisted on the AssistantMessage → MessageFormatter rebuild on the
next turn. Asserts the original `tool_use.id` is preserved end-to-end
as both `tool_use.id` and the paired `tool_result.tool_use_id`, and
that the original `input` hash and serialized result content survive.
- New multi-tool assistant turn test confirms two tool_use blocks on a
single assistant message render as two tool_use blocks followed by
two paired tool_result blocks in a single user-role follow-up,
matching Anthropic's required alternation.
Both tests exercise the existing PR1 code without behavior changes.
* test(ai): require "ostruct" explicitly in Anthropic provider tests
OpenStruct is moving out of Ruby's default load path (warning in 3.4+,
removed in 3.5+). Tests work today because ActiveSupport transitively
loads it, but that's incidental. Match the existing convention in
test/controllers/settings/hostings_controller_test.rb which explicitly
requires ostruct for the same reason.
* fix(ai): sanitize Langfuse warn logs, normalize tool_use.input, dedup history fetch
Addresses three open CodeRabbit findings on PR #1983.
- Provider::Anthropic Langfuse rescue branches no longer include
`e.full_message` in `Rails.logger.warn`. `full_message` bundles the
backtrace + cause chain and on some SDK error types includes the
serialized request/response payload (prompt, model output). Logs
now report `#{e.class}: #{e.message}` only. Three sites:
create_langfuse_trace, log_langfuse_generation, upsert_langfuse_trace.
Note: Provider::Openai has the same pattern (copy-pasted source) —
harmonization deferred to a follow-up cleanup PR; this commit fixes
only the Anthropic provider to keep PR scope tight.
- MessageFormatter#parse_arguments now coerces any non-Hash parsed
result to `{}`. Anthropic's Messages API requires `tool_use.input`
to be a JSON object (map); a stored ToolCall::Function record whose
arguments parse to a scalar, bool, or array (corrupt row, legacy
data, cross-provider bleed) would otherwise produce a payload the
API rejects. Normal flow stores Hash arguments end-to-end so the
fix is defensive — adds 2 tests covering scalar/array JSON strings
and non-String non-Hash inputs.
- Assistant::Responder dedups the chat-history fetch. The previous
layout fired two near-identical `chat.messages.where(...).includes(
:tool_calls).ordered` queries per LLM turn (one for the OpenAI-shape
payload, one for the raw-records kwarg). A new memoized
`complete_chat_messages` fetches once; `chat_message_records` filters
out the current message via `Array#reject`, `openai_messages_payload`
iterates the cached array unchanged. One SQL query per turn instead
of two. Memoization scope = single Responder instance (per LLM call),
so cache invalidation is not a concern.
All 4370 tests pass (1 pre-existing libvips env error unrelated).
Rubocop + brakeman clean.
* fix(ci): replace sk-ant- prefixed test placeholders
Pipelock secret scanner pattern-matches `sk-ant-*` as a real Anthropic
API key and fails the PR security-scan check. Test stubs and
ClimateControl env values used `sk-ant-test`, `sk-ant-from-setting`,
`sk-ant-x`, `sk-ant-y` as obvious placeholders, but the scanner does
not care about value entropy.
Switched to `fake-anthropic-key-*` / `fake-token-*` strings so the
scanner stops flagging them. No production code touched, no behavior
change — Provider::Anthropic still accepts any non-blank token.
* feat(ai): add Anthropic batch ops + LLM cost ledger (2/5)
Implements auto_categorize, auto_detect_merchants, and
enhance_provider_merchants on Provider::Anthropic via forced tool calls,
plus the cost-ledger plumbing they need.
- Provider::Anthropic::AutoCategorizer, AutoMerchantDetector,
ProviderMerchantEnhancer each define a single output tool whose
input_schema mirrors the desired output, then force the model to call
it via tool_choice: { type: "tool", name: ..., disable_parallel_tool_use: true }.
Anthropic guarantees the tool_use.input matches the schema, so there
is no JSON parsing fragility, no <think> tag stripping, and no
json_object/json_schema fallback ladders.
- Concerns::UsageRecorder mirrors the OpenAI sibling but persists
cache_creation_input_tokens / cache_read_input_tokens to dedicated
columns instead of metadata.
- Migration adds cache_creation_tokens, cache_read_tokens (nullable
integers) to llm_usages. OpenAI rows leave them null.
- LlmUsage::PRICING gains Claude 4.x rows (opus-4-7 $15/$75, sonnet-4-6
$3/$15, haiku-4-5 $1/$5 per MTok). infer_provider returns "anthropic"
for claude-* via the existing exact/prefix lookup.
- Provider::Anthropic#chat_response now persists cache columns directly
rather than stashing them in metadata.
- 25-transaction batch cap mirrors the OpenAI provider so the cost
ledger sees the same shape regardless of which provider ran a batch.
Tests cover the forced-tool-call path, null/None normalization,
case-insensitive merchant matching, the missing-tool_use error path,
and Anthropic-specific pricing + provider inference on LlmUsage.
Stacked on #1983 (PR 1/5). 3/5 PDF + vision next.
* fix(ai): attribute Bedrock model IDs to anthropic + clean nil enum
- LlmUsage.infer_provider now returns "anthropic" for Bedrock /
Vertex shaped IDs (anthropic.* and anthropic/*), so cost-ledger
filtering by provider stays correct even when no per-MTok rate is
stored. Previously these IDs fell through to the "openai" default.
- AutoCategorizer drops the redundant nil sentinel from the
category_name enum — the union type [string, null] already permits
null, and some JSON Schema validators reject nil literals inside
enum arrays.
* test(ai): require "ostruct" in Anthropic batch op tests
Same rationale as the PR1 ostruct fix — explicit require so the tests
don't depend on ActiveSupport's transitive load when Ruby 3.5+ removes
OpenStruct from the default load path.
* fix(llm-usage): include Anthropic cache tokens in estimated_cost
calculate_cost only priced prompt + completion tokens, so estimated_cost
under-reported every cached call — the cache_creation/cache_read columns this PR
added were tracked but never billed. Verified against the Anthropic dashboard: a
cached chat turn billed $0.05 but the ledger recorded $0.038; the gap was exactly
the unpriced cache tokens.
Price them relative to the input rate (Anthropic: cache write 1.25x, read 0.1x)
and thread the cache counts from both recorders (chat + batch). OpenAI rows leave
the columns null (treated as 0), so they're unaffected. Ledger now reproduces the
dashboard ($0.054 for the test turn).
* chore(ai): guard chat usage double-record; flag deferred Anthropic batch wiring
- Hardening: guard the success-path record_llm_usage with
`unless partial_usage_recorded` so a future change that emits partial usage on
a normal stream can't silently double-bill (the symptom investigated in the
#1984 review). No behavior change today — on_partial only fires from the
mid-stream-error rescue, which re-raises past this line.
- Notice: the family auto-categorize / merchant-detect / merchant-enhance flows
still hardcode get_provider(:openai). Provider::Anthropic now implements those
batch ops but they aren't wired into the family flows yet — documented with
TODOs at each site for the follow-up.
* chore(ai): point family-flow TODOs at tracking issue #2113
* fix(ai): address review findings on cost ledger + categorizer schema
Three AI-review findings on #1984:
- category_name enum omitted null (codex + coderabbit): the prompt + type allow
Claude to abstain on uncertain transactions, but JSON Schema `enum` restricted
the value to category names, so null was invalid — forcing miscategorization.
Append nil to the enum (the consumer already normalizes null -> uncategorized).
- Cache pricing applied to all providers (coderabbit): the 1.25x/0.1x cache
multipliers are Anthropic-specific. Gate them on provider == "anthropic" so a
non-Anthropic caller passing cache counts isn't billed with the wrong rates.
- Negative cache-token counts (coderabbit): add DB check constraints
(cache_*_tokens IS NULL OR >= 0), per the repo's DB-level-validation convention.
Tests: enum includes nil; non-Anthropic cache tokens aren't priced.
1997 lines
93 KiB
Ruby
Generated
1997 lines
93 KiB
Ruby
Generated
# This file is auto-generated from the current state of the database. Instead
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# of editing this file, please use the migrations feature of Active Record to
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# incrementally modify your database, and then regenerate this schema definition.
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#
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# This file is the source Rails uses to define your schema when running `bin/rails
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# db:schema:load`. When creating a new database, `bin/rails db:schema:load` tends to
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# be faster and is potentially less error prone than running all of your
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# migrations from scratch. Old migrations may fail to apply correctly if those
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# migrations use external dependencies or application code.
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#
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# It's strongly recommended that you check this file into your version control system.
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ActiveRecord::Schema[7.2].define(version: 2026_05_25_121841) do
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# These are extensions that must be enabled in order to support this database
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enable_extension "pgcrypto"
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enable_extension "plpgsql"
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# Custom types defined in this database.
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# Note that some types may not work with other database engines. Be careful if changing database.
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create_enum "account_status", ["ok", "syncing", "error"]
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create_table "account_providers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.string "provider_type", null: false
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t.uuid "provider_id", null: false
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t.datetime "created_at", null: false
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t.datetime "updated_at", null: false
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t.index ["account_id", "provider_type"], name: "index_account_providers_on_account_and_provider_type", unique: true
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t.index ["provider_type", "provider_id"], name: "index_account_providers_on_provider_type_and_provider_id", unique: true
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create_table "account_shares", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.uuid "user_id", null: false
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t.string "permission", default: "read_only", null: false
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t.boolean "include_in_finances", default: true, null: false
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t.datetime "created_at", null: false
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t.index ["user_id", "include_in_finances"], name: "index_account_shares_on_user_id_and_include_in_finances"
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t.index ["user_id"], name: "index_account_shares_on_user_id"
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t.check_constraint "permission::text = ANY (ARRAY['full_control'::character varying::text, 'read_write'::character varying::text, 'read_only'::character varying::text])", name: "chk_account_shares_permission"
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t.uuid "suggested_account_id"
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t.string "institution_name_hint", limit: 200
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t.string "account_last4_hint", limit: 4
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t.date "period_start_on"
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t.date "period_end_on"
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t.decimal "parser_confidence", precision: 5, scale: 4
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t.decimal "match_confidence", precision: 5, scale: 4
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t.string "review_status", default: "unmatched", null: false
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t.jsonb "sanitized_parser_output", default: {}, null: false
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t.datetime "created_at", null: false
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t.string "content_sha256"
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t.index ["family_id", "checksum"], name: "index_account_statements_on_family_checksum"
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t.index ["family_id", "content_sha256"], name: "index_account_statements_on_family_content_sha256", unique: true, where: "(content_sha256 IS NOT NULL)"
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t.index ["family_id", "review_status"], name: "index_account_statements_on_family_review_status"
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t.index ["family_id"], name: "index_account_statements_on_family_id"
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t.index ["suggested_account_id", "review_status"], name: "index_account_statements_on_suggested_account_review"
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t.index ["suggested_account_id"], name: "index_account_statements_on_suggested_account_id"
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t.check_constraint "account_last4_hint IS NULL OR char_length(account_last4_hint::text) <= 4", name: "chk_account_statements_account_last4_hint_length"
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t.check_constraint "account_name_hint IS NULL OR char_length(account_name_hint::text) <= 200", name: "chk_account_statements_account_name_hint_length"
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t.check_constraint "byte_size <= 26214400", name: "chk_account_statements_byte_size_max"
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t.check_constraint "byte_size > 0", name: "chk_account_statements_byte_size_positive"
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t.check_constraint "char_length(checksum::text) <= 64", name: "chk_account_statements_checksum_length"
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t.check_constraint "char_length(content_type::text) <= 100", name: "chk_account_statements_content_type_length"
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t.check_constraint "char_length(filename::text) <= 255", name: "chk_account_statements_filename_length"
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t.check_constraint "content_sha256 IS NULL OR content_sha256::text ~ '^[0-9a-f]{64}$'::text", name: "chk_account_statements_content_sha256"
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t.check_constraint "currency IS NULL OR char_length(currency::text) <= 3", name: "chk_account_statements_currency_length"
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t.check_constraint "institution_name_hint IS NULL OR char_length(institution_name_hint::text) <= 200", name: "chk_account_statements_institution_hint_length"
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t.check_constraint "match_confidence IS NULL OR match_confidence >= 0::numeric AND match_confidence <= 1::numeric", name: "chk_account_statements_match_confidence"
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t.check_constraint "parser_confidence IS NULL OR parser_confidence >= 0::numeric AND parser_confidence <= 1::numeric", name: "chk_account_statements_parser_confidence"
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t.check_constraint "period_start_on IS NULL OR period_end_on IS NULL OR period_start_on <= period_end_on", name: "chk_account_statements_period_order"
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t.check_constraint "review_status::text = ANY (ARRAY['unmatched'::character varying::text, 'linked'::character varying::text, 'rejected'::character varying::text])", name: "chk_account_statements_review_status"
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t.check_constraint "source::text = 'manual_upload'::text", name: "chk_account_statements_source"
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t.string "subtype"
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t.uuid "family_id", null: false
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t.string "accountable_type"
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t.uuid "accountable_id"
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t.decimal "balance", precision: 19, scale: 4
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t.string "currency"
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t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
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t.uuid "import_id"
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t.uuid "plaid_account_id"
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t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
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t.jsonb "locked_attributes", default: {}
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t.string "status", default: "active"
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t.uuid "simplefin_account_id"
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t.string "institution_name"
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t.string "institution_domain"
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t.text "notes"
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t.uuid "owner_id"
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t.index ["accountable_id", "accountable_type"], name: "index_accounts_on_accountable_id_and_accountable_type"
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t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
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t.index ["currency"], name: "index_accounts_on_currency"
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t.index ["family_id", "accountable_type"], name: "index_accounts_on_family_id_and_accountable_type"
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t.index ["family_id", "id"], name: "index_accounts_on_family_id_and_id"
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t.index ["family_id", "status", "accountable_type"], name: "index_accounts_on_family_id_status_accountable_type"
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t.index ["family_id", "status"], name: "index_accounts_on_family_id_and_status"
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t.index ["family_id"], name: "index_accounts_on_family_id"
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t.index ["import_id"], name: "index_accounts_on_import_id"
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t.index ["owner_id"], name: "index_accounts_on_owner_id"
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t.index ["plaid_account_id"], name: "index_accounts_on_plaid_account_id"
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t.index ["simplefin_account_id"], name: "index_accounts_on_simplefin_account_id"
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t.index ["status"], name: "index_accounts_on_status"
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end
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create_table "active_storage_attachments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
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t.string "name", null: false
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t.string "record_type", null: false
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t.datetime "created_at", null: false
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t.index ["record_type", "record_id", "name", "blob_id"], name: "index_active_storage_attachments_uniqueness", unique: true
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create_table "active_storage_blobs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
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
|
|
|
|
create_table "active_storage_variant_records", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "blob_id", null: false
|
|
t.string "variation_digest", null: false
|
|
t.index ["blob_id", "variation_digest"], name: "index_active_storage_variant_records_uniqueness", unique: true
|
|
end
|
|
|
|
create_table "addresses", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.string "addressable_type"
|
|
t.uuid "addressable_id"
|
|
t.string "line1"
|
|
t.string "line2"
|
|
t.string "county"
|
|
t.string "locality"
|
|
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 "api_keys", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.string "name"
|
|
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"
|
|
t.index ["user_id"], name: "index_api_keys_on_user_id"
|
|
end
|
|
|
|
create_table "archived_exports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.string "email", 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"
|
|
end
|
|
|
|
create_table "balances", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "account_id", null: false
|
|
t.date "date", null: false
|
|
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.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.uuid "binance_item_id", null: false
|
|
t.string "name"
|
|
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_binance_accounts_on_account_type"
|
|
t.index ["binance_item_id", "account_type"], name: "index_binance_accounts_on_item_and_type", unique: true
|
|
t.index ["binance_item_id"], name: "index_binance_accounts_on_binance_item_id"
|
|
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.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.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.uuid "family_id", null: false
|
|
t.string "name", null: false
|
|
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", 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"
|
|
end
|
|
|
|
create_table "budget_categories", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "budget_id", null: false
|
|
t.uuid "category_id", 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"
|
|
t.index ["category_id"], name: "index_budget_categories_on_category_id"
|
|
end
|
|
|
|
create_table "budgets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
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 "name", null: false
|
|
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 "lucide_icon", default: "shapes", null: false
|
|
t.string "classification_unused", default: "expense", 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.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.uuid "coinbase_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 "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)"
|
|
t.index ["coinbase_item_id"], name: "index_coinbase_accounts_on_coinbase_item_id"
|
|
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.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.uuid "coinstats_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 "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
|
|
t.index ["coinstats_item_id"], name: "index_coinstats_accounts_on_coinstats_item_id"
|
|
end
|
|
|
|
create_table "coinstats_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 "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"
|
|
t.index ["status"], name: "index_coinstats_items_on_status"
|
|
end
|
|
|
|
create_table "credit_cards", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.datetime "created_at", null: false
|
|
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
|
|
end
|
|
|
|
create_table "data_enrichments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.string "enrichable_type", null: false
|
|
t.uuid "enrichable_id", null: false
|
|
t.string "source"
|
|
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.string "category", null: false
|
|
t.string "level", null: false
|
|
t.text "message", null: false
|
|
t.string "source", 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"
|
|
t.index ["category"], name: "index_debug_log_entries_on_category"
|
|
t.index ["created_at"], name: "index_debug_log_entries_on_created_at"
|
|
t.index ["family_id"], name: "index_debug_log_entries_on_family_id"
|
|
t.index ["level"], name: "index_debug_log_entries_on_level"
|
|
t.index ["provider_key", "created_at"], name: "index_debug_log_entries_on_provider_key_and_created_at"
|
|
t.index ["provider_key"], name: "index_debug_log_entries_on_provider_key"
|
|
t.index ["source"], name: "index_debug_log_entries_on_source"
|
|
t.index ["user_id"], name: "index_debug_log_entries_on_user_id"
|
|
t.check_constraint "level::text = ANY (ARRAY['debug'::character varying::text, 'info'::character varying::text, 'warn'::character varying::text, 'error'::character varying::text])", name: "chk_debug_log_entries_level"
|
|
end
|
|
|
|
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"
|
|
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 "currency"
|
|
t.decimal "current_balance", precision: 19, scale: 4
|
|
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.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.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.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.string "currency"
|
|
t.date "date"
|
|
t.string "name", null: false
|
|
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"], name: "index_entries_on_account_id_and_date"
|
|
t.index ["account_id", "source", "external_id"], name: "index_entries_on_account_source_and_external_id", unique: true, where: "((external_id IS NOT NULL) AND (source IS NOT NULL))"
|
|
t.index ["account_id"], name: "index_entries_on_account_id"
|
|
t.index ["date"], name: "index_entries_on_date"
|
|
t.index ["entryable_type"], name: "index_entries_on_entryable_type"
|
|
t.index ["import_id"], name: "index_entries_on_import_id"
|
|
t.index ["import_locked"], name: "index_entries_on_import_locked_true", where: "(import_locked = true)"
|
|
t.index ["parent_entry_id"], name: "index_entries_on_parent_entry_id"
|
|
t.index ["user_modified"], name: "index_entries_on_user_modified_true", where: "(user_modified = true)"
|
|
end
|
|
|
|
create_table "eval_datasets", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.string "name", null: false
|
|
t.string "description"
|
|
t.string "eval_type", 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.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.boolean "hierarchical_match", default: false
|
|
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.uuid "eval_dataset_id", null: false
|
|
t.string "name"
|
|
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.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"
|
|
t.index ["provider", "model"], name: "index_eval_runs_on_provider_and_model"
|
|
t.index ["status"], name: "index_eval_runs_on_status"
|
|
end
|
|
|
|
create_table "eval_samples", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "eval_dataset_id", null: false
|
|
t.jsonb "input_data", null: false
|
|
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"
|
|
t.index ["tags"], name: "index_eval_samples_on_tags", using: :gin
|
|
end
|
|
|
|
create_table "exchange_rate_pairs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.string "from_currency", null: false
|
|
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.string "from_currency", 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"
|
|
t.index ["to_currency"], name: "index_exchange_rates_on_to_currency"
|
|
end
|
|
|
|
create_table "families", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.string "name"
|
|
t.datetime "created_at", null: false
|
|
t.datetime "updated_at", null: false
|
|
t.string "currency", default: "USD"
|
|
t.string "locale", default: "en"
|
|
t.string "stripe_customer_id"
|
|
t.string "date_format", default: "%m-%d-%Y"
|
|
t.string "country", default: "US"
|
|
t.string "timezone"
|
|
t.boolean "data_enrichment_enabled", default: false
|
|
t.boolean "early_access", default: false
|
|
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.boolean "recurring_transactions_disabled", default: false, null: false
|
|
t.integer "month_start_day", default: 1, null: false
|
|
t.string "vector_store_id"
|
|
t.string "moniker", default: "Family", null: false
|
|
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::text, '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.uuid "family_id", null: false
|
|
t.string "filename", null: false
|
|
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"
|
|
t.index ["status"], name: "index_family_documents_on_status"
|
|
end
|
|
|
|
create_table "family_exports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
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.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"
|
|
t.index ["merchant_id"], name: "index_family_merchant_associations_on_merchant_id"
|
|
end
|
|
|
|
create_table "holdings", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "account_id", null: false
|
|
t.uuid "security_id", 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"
|
|
t.index ["account_provider_id"], name: "index_holdings_on_account_provider_id"
|
|
t.index ["provider_security_id"], name: "index_holdings_on_provider_security_id"
|
|
t.index ["security_id"], name: "index_holdings_on_security_id"
|
|
end
|
|
|
|
create_table "ibkr_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
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.decimal "cash_balance", precision: 19, scale: 4
|
|
t.jsonb "institution_metadata"
|
|
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.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.jsonb "raw_payload"
|
|
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.uuid "impersonation_session_id", null: false
|
|
t.string "controller"
|
|
t.string "action"
|
|
t.text "path"
|
|
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.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.string "type", 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.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 "exchange_operating_mic"
|
|
t.string "category_parent"
|
|
t.string "category_color"
|
|
t.string "category_classification"
|
|
t.string "category_icon"
|
|
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.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 "imports", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.jsonb "column_mappings"
|
|
t.string "status"
|
|
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_to_skip", default: 0, null: false
|
|
t.integer "rows_count", default: 0, null: false
|
|
t.string "amount_type_identifier_value"
|
|
t.text "ai_summary"
|
|
t.string "document_type"
|
|
t.jsonb "extracted_data"
|
|
t.jsonb "expected_record_counts", default: {}, null: false
|
|
t.jsonb "readback_verification", default: {}, null: false
|
|
t.uuid "account_statement_id"
|
|
t.index ["account_statement_id"], name: "index_imports_on_account_statement_id"
|
|
t.index ["family_id"], name: "index_imports_on_family_id"
|
|
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 "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.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)"
|
|
t.index ["indexa_capital_item_id"], name: "index_indexa_capital_accounts_on_indexa_capital_item_id"
|
|
end
|
|
|
|
create_table "indexa_capital_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 "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"
|
|
end
|
|
|
|
create_table "invitations", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.string "email"
|
|
t.string "role"
|
|
t.string "token"
|
|
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"
|
|
t.index ["inviter_id"], name: "index_invitations_on_inviter_id"
|
|
t.index ["token"], name: "index_invitations_on_token", unique: true
|
|
t.index ["token_digest"], name: "index_invitations_on_token_digest", unique: true, where: "(token_digest IS NOT NULL)"
|
|
end
|
|
|
|
create_table "invite_codes", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.string "token", null: false
|
|
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.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
|
|
t.index ["kraken_item_id"], name: "index_kraken_accounts_on_kraken_item_id"
|
|
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.bigint "last_nonce", default: 0, null: false
|
|
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.uuid "family_id", null: false
|
|
t.string "provider", null: false
|
|
t.string "model", null: false
|
|
t.string "operation", null: false
|
|
t.integer "prompt_tokens", default: 0, 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"
|
|
t.check_constraint "cache_creation_tokens IS NULL OR cache_creation_tokens >= 0", name: "chk_llm_usages_cache_creation_tokens_non_negative"
|
|
t.check_constraint "cache_read_tokens IS NULL OR cache_read_tokens >= 0", name: "chk_llm_usages_cache_read_tokens_non_negative"
|
|
end
|
|
|
|
create_table "loans", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.datetime "created_at", null: false
|
|
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.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.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.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.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 "name", 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))"
|
|
t.index ["source", "name"], name: "index_merchants_on_source_and_name", unique: true, where: "((type)::text = 'ProviderMerchant'::text)"
|
|
t.index ["type"], name: "index_merchants_on_type"
|
|
end
|
|
|
|
create_table "mercury_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
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.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 "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.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.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.uuid "user_id", null: false
|
|
t.string "device_id"
|
|
t.string "device_name"
|
|
t.string "device_type"
|
|
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.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.string "token", null: false
|
|
t.integer "expires_in", null: false
|
|
t.text "redirect_uri", null: false
|
|
t.string "scopes", default: "", 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.string "resource_owner_id"
|
|
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
|
|
t.index ["resource_owner_id"], name: "index_oauth_access_tokens_on_resource_owner_id"
|
|
t.index ["token"], name: "index_oauth_access_tokens_on_token", unique: true
|
|
end
|
|
|
|
create_table "oauth_applications", force: :cascade do |t|
|
|
t.string "name", null: false
|
|
t.string "uid", null: false
|
|
t.string "secret", null: false
|
|
t.text "redirect_uri", null: false
|
|
t.string "scopes", default: "", 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.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.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"
|
|
end
|
|
|
|
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"
|
|
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"
|
|
end
|
|
|
|
create_table "plaid_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "plaid_item_id", null: false
|
|
t.string "plaid_id", null: false
|
|
t.string "plaid_type", null: false
|
|
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.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.uuid "family_id", null: false
|
|
t.string "access_token"
|
|
t.string "plaid_id", null: false
|
|
t.string "name"
|
|
t.string "next_cursor"
|
|
t.boolean "scheduled_for_deletion", default: 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.datetime "created_at", null: false
|
|
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 "family_id", null: false
|
|
t.uuid "merchant_id"
|
|
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.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))"
|
|
t.index ["family_id", "account_id", "destination_account_id", "name", "amount", "currency"], name: "idx_recurring_txns_pair_name", unique: true, where: "((destination_account_id IS NOT NULL) AND (name IS NOT NULL) AND (merchant_id IS NULL))"
|
|
t.index ["family_id", "account_id", "merchant_id", "amount", "currency"], name: "idx_recurring_txns_acct_merchant", unique: true, where: "((merchant_id IS NOT NULL) AND (destination_account_id IS NULL))"
|
|
t.index ["family_id", "account_id", "name", "amount", "currency"], name: "idx_recurring_txns_acct_name", unique: true, where: "((name IS NOT NULL) AND (merchant_id IS NULL) AND (destination_account_id IS NULL))"
|
|
t.index ["family_id", "status"], name: "index_recurring_transactions_on_family_id_and_status"
|
|
t.index ["family_id"], name: "index_recurring_transactions_on_family_id"
|
|
t.index ["merchant_id"], name: "index_recurring_transactions_on_merchant_id"
|
|
t.index ["next_expected_date"], name: "index_recurring_transactions_on_next_expected_date"
|
|
t.check_constraint "destination_account_id IS NULL OR account_id IS NOT NULL", name: "chk_recurring_txns_transfer_requires_source"
|
|
t.check_constraint "destination_account_id IS NULL OR destination_account_id <> account_id", name: "chk_recurring_txns_transfer_distinct_accounts"
|
|
end
|
|
|
|
create_table "rejected_transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
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"
|
|
t.index ["outflow_transaction_id"], name: "index_rejected_transfers_on_outflow_transaction_id"
|
|
end
|
|
|
|
create_table "rule_actions", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "rule_id", 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.uuid "rule_id"
|
|
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.uuid "rule_id", null: false
|
|
t.string "rule_name"
|
|
t.string "execution_type", null: false
|
|
t.string "status", 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"
|
|
t.index ["rule_id"], name: "index_rule_runs_on_rule_id"
|
|
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.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 "ticker", null: false
|
|
t.string "name"
|
|
t.datetime "created_at", null: false
|
|
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.datetime "last_health_check_at"
|
|
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"
|
|
t.index ["kind"], name: "index_securities_on_kind"
|
|
t.index ["price_provider", "offline_reason"], name: "index_securities_on_price_provider_and_offline_reason"
|
|
t.index ["price_provider"], name: "index_securities_on_price_provider"
|
|
t.check_constraint "kind::text = ANY (ARRAY['standard'::character varying::text, 'cash'::character varying::text])", name: "chk_securities_kind"
|
|
end
|
|
|
|
create_table "security_prices", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.date "date", null: false
|
|
t.decimal "price", 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.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 "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.index ["var"], name: "index_settings_on_var", unique: true
|
|
end
|
|
|
|
create_table "simplefin_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "simplefin_item_id", null: false
|
|
t.string "name"
|
|
t.string "account_id"
|
|
t.string "currency"
|
|
t.decimal "current_balance", precision: 19, scale: 4
|
|
t.decimal "available_balance", precision: 19, scale: 4
|
|
t.string "account_type"
|
|
t.string "account_subtype"
|
|
t.jsonb "raw_payload"
|
|
t.jsonb "raw_transactions_payload"
|
|
t.datetime "created_at", null: false
|
|
t.datetime "updated_at", null: false
|
|
t.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.uuid "family_id", null: false
|
|
t.text "access_url"
|
|
t.string "name"
|
|
t.string "institution_id"
|
|
t.string "institution_name"
|
|
t.string "institution_url"
|
|
t.string "status", default: "good"
|
|
t.boolean "scheduled_for_deletion", default: false
|
|
t.jsonb "raw_payload"
|
|
t.jsonb "raw_institution_payload"
|
|
t.datetime "created_at", null: false
|
|
t.datetime "updated_at", null: false
|
|
t.boolean "pending_account_setup", default: false, null: false
|
|
t.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"
|
|
t.index ["institution_name"], name: "index_simplefin_items_on_institution_name"
|
|
t.index ["status"], name: "index_simplefin_items_on_status"
|
|
end
|
|
|
|
create_table "snaptrade_accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "snaptrade_item_id", null: false
|
|
t.string "name"
|
|
t.string "snaptrade_account_id"
|
|
t.string "snaptrade_authorization_id"
|
|
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.datetime "created_at", null: false
|
|
t.datetime "updated_at", null: false
|
|
t.boolean "activities_fetch_pending", default: 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.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.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.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.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.string "customer_id"
|
|
t.string "member_id"
|
|
t.string "account_number_mask"
|
|
t.datetime "created_at", null: false
|
|
t.datetime "updated_at", null: false
|
|
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.string "customer_id"
|
|
t.string "customer_name"
|
|
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.datetime "created_at", null: false
|
|
t.datetime "updated_at", null: false
|
|
t.boolean "manual_sync", default: false, null: false
|
|
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"
|
|
t.index ["status"], name: "index_sophtron_items_on_status"
|
|
t.index ["user_institution_id"], name: "index_sophtron_items_on_user_institution_id"
|
|
end
|
|
|
|
create_table "sso_audit_logs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
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"
|
|
t.index ["user_id"], name: "index_sso_audit_logs_on_user_id"
|
|
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.string "redirect_uri"
|
|
t.jsonb "settings", default: {}, 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.uuid "family_id", null: false
|
|
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.string "syncable_type", null: false
|
|
t.uuid "syncable_id", null: false
|
|
t.string "status", default: "pending"
|
|
t.string "error"
|
|
t.jsonb "data"
|
|
t.datetime "created_at", null: false
|
|
t.datetime "updated_at", null: false
|
|
t.uuid "parent_id"
|
|
t.datetime "pending_at"
|
|
t.datetime "syncing_at"
|
|
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.uuid "tag_id", null: false
|
|
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 "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.uuid "message_id", null: false
|
|
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.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.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.index ["category_id"], name: "index_transactions_on_category_id"
|
|
t.index ["external_id"], name: "index_transactions_on_external_id"
|
|
t.index ["extra"], name: "index_transactions_on_extra", using: :gin
|
|
t.index ["investment_activity_label"], name: "index_transactions_on_investment_activity_label"
|
|
t.index ["kind"], name: "index_transactions_on_kind"
|
|
t.index ["merchant_id"], name: "index_transactions_on_merchant_id"
|
|
end
|
|
|
|
create_table "transfers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "inflow_transaction_id", null: false
|
|
t.uuid "outflow_transaction_id", 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"
|
|
end
|
|
|
|
create_table "users", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
|
|
t.uuid "family_id", null: false
|
|
t.string "first_name"
|
|
t.string "last_name"
|
|
t.string "email"
|
|
t.string "password_digest"
|
|
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.jsonb "preferences", default: {}, null: false
|
|
t.string "locale"
|
|
t.string "ui_layout"
|
|
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
|
|
t.index ["family_id"], name: "index_users_on_family_id"
|
|
t.index ["last_viewed_chat_id"], name: "index_users_on_last_viewed_chat_id"
|
|
t.index ["locale"], name: "index_users_on_locale"
|
|
t.index ["otp_secret"], name: "index_users_on_otp_secret", unique: true, where: "(otp_secret IS NOT NULL)"
|
|
t.index ["preferences"], name: "index_users_on_preferences", using: :gin
|
|
t.index ["webauthn_id"], name: "index_users_on_webauthn_id", unique: true, where: "(webauthn_id IS NOT NULL)"
|
|
end
|
|
|
|
create_table "valuations", 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 "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.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.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.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"
|
|
end
|
|
|
|
add_foreign_key "account_providers", "accounts", on_delete: :cascade
|
|
add_foreign_key "account_shares", "accounts"
|
|
add_foreign_key "account_shares", "users"
|
|
add_foreign_key "account_statements", "accounts", column: "suggested_account_id", on_delete: :nullify
|
|
add_foreign_key "account_statements", "accounts", on_delete: :nullify
|
|
add_foreign_key "account_statements", "families", on_delete: :cascade
|
|
add_foreign_key "accounts", "families"
|
|
add_foreign_key "accounts", "imports"
|
|
add_foreign_key "accounts", "plaid_accounts"
|
|
add_foreign_key "accounts", "simplefin_accounts"
|
|
add_foreign_key "accounts", "users", column: "owner_id", on_delete: :nullify
|
|
add_foreign_key "active_storage_attachments", "active_storage_blobs", column: "blob_id"
|
|
add_foreign_key "active_storage_variant_records", "active_storage_blobs", column: "blob_id"
|
|
add_foreign_key "api_keys", "users"
|
|
add_foreign_key "balances", "accounts", on_delete: :cascade
|
|
add_foreign_key "binance_accounts", "binance_items"
|
|
add_foreign_key "binance_items", "families"
|
|
add_foreign_key "brex_accounts", "brex_items"
|
|
add_foreign_key "brex_items", "families"
|
|
add_foreign_key "budget_categories", "budgets"
|
|
add_foreign_key "budget_categories", "categories"
|
|
add_foreign_key "budgets", "families"
|
|
add_foreign_key "categories", "families"
|
|
add_foreign_key "chats", "users"
|
|
add_foreign_key "coinbase_accounts", "coinbase_items"
|
|
add_foreign_key "coinbase_items", "families"
|
|
add_foreign_key "coinstats_accounts", "coinstats_items"
|
|
add_foreign_key "coinstats_items", "families"
|
|
add_foreign_key "debug_log_entries", "account_providers", on_delete: :nullify
|
|
add_foreign_key "debug_log_entries", "accounts", on_delete: :nullify
|
|
add_foreign_key "debug_log_entries", "families", on_delete: :nullify
|
|
add_foreign_key "debug_log_entries", "users", on_delete: :nullify
|
|
add_foreign_key "enable_banking_accounts", "enable_banking_items"
|
|
add_foreign_key "enable_banking_items", "families"
|
|
add_foreign_key "entries", "accounts", on_delete: :cascade
|
|
add_foreign_key "entries", "entries", column: "parent_entry_id", on_delete: :cascade
|
|
add_foreign_key "entries", "imports"
|
|
add_foreign_key "eval_results", "eval_runs"
|
|
add_foreign_key "eval_results", "eval_samples"
|
|
add_foreign_key "eval_runs", "eval_datasets"
|
|
add_foreign_key "eval_samples", "eval_datasets"
|
|
add_foreign_key "family_documents", "families"
|
|
add_foreign_key "family_exports", "families"
|
|
add_foreign_key "family_merchant_associations", "families"
|
|
add_foreign_key "family_merchant_associations", "merchants"
|
|
add_foreign_key "holdings", "account_providers"
|
|
add_foreign_key "holdings", "accounts", on_delete: :cascade
|
|
add_foreign_key "holdings", "securities"
|
|
add_foreign_key "holdings", "securities", column: "provider_security_id"
|
|
add_foreign_key "ibkr_accounts", "ibkr_items"
|
|
add_foreign_key "ibkr_items", "families"
|
|
add_foreign_key "impersonation_session_logs", "impersonation_sessions"
|
|
add_foreign_key "impersonation_sessions", "users", column: "impersonated_id"
|
|
add_foreign_key "impersonation_sessions", "users", column: "impersonator_id"
|
|
add_foreign_key "import_rows", "imports"
|
|
add_foreign_key "imports", "account_statements", on_delete: :nullify
|
|
add_foreign_key "imports", "families"
|
|
add_foreign_key "indexa_capital_accounts", "indexa_capital_items"
|
|
add_foreign_key "indexa_capital_items", "families"
|
|
add_foreign_key "invitations", "families"
|
|
add_foreign_key "invitations", "users", column: "inviter_id"
|
|
add_foreign_key "kraken_accounts", "kraken_items"
|
|
add_foreign_key "kraken_items", "families"
|
|
add_foreign_key "llm_usages", "families"
|
|
add_foreign_key "lunchflow_accounts", "lunchflow_items"
|
|
add_foreign_key "lunchflow_items", "families"
|
|
add_foreign_key "merchants", "families"
|
|
add_foreign_key "mercury_accounts", "mercury_items"
|
|
add_foreign_key "mercury_items", "families"
|
|
add_foreign_key "messages", "chats"
|
|
add_foreign_key "mobile_devices", "users"
|
|
add_foreign_key "oauth_access_grants", "oauth_applications", column: "application_id"
|
|
add_foreign_key "oauth_access_tokens", "oauth_applications", column: "application_id"
|
|
add_foreign_key "oidc_identities", "users"
|
|
add_foreign_key "plaid_accounts", "plaid_items"
|
|
add_foreign_key "plaid_items", "families"
|
|
add_foreign_key "recurring_transactions", "accounts", column: "destination_account_id", on_delete: :cascade
|
|
add_foreign_key "recurring_transactions", "accounts", on_delete: :cascade
|
|
add_foreign_key "recurring_transactions", "families"
|
|
add_foreign_key "recurring_transactions", "merchants"
|
|
add_foreign_key "rejected_transfers", "transactions", column: "inflow_transaction_id"
|
|
add_foreign_key "rejected_transfers", "transactions", column: "outflow_transaction_id"
|
|
add_foreign_key "rule_actions", "rules"
|
|
add_foreign_key "rule_conditions", "rule_conditions", column: "parent_id"
|
|
add_foreign_key "rule_conditions", "rules"
|
|
add_foreign_key "rule_runs", "rules"
|
|
add_foreign_key "rules", "families"
|
|
add_foreign_key "security_prices", "securities"
|
|
add_foreign_key "sessions", "impersonation_sessions", column: "active_impersonator_session_id"
|
|
add_foreign_key "sessions", "users"
|
|
add_foreign_key "simplefin_accounts", "simplefin_items"
|
|
add_foreign_key "simplefin_items", "families"
|
|
add_foreign_key "snaptrade_accounts", "snaptrade_items"
|
|
add_foreign_key "snaptrade_items", "families"
|
|
add_foreign_key "sophtron_accounts", "sophtron_items"
|
|
add_foreign_key "sophtron_items", "families"
|
|
add_foreign_key "sso_audit_logs", "users"
|
|
add_foreign_key "subscriptions", "families"
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add_foreign_key "syncs", "syncs", column: "parent_id"
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add_foreign_key "taggings", "tags"
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add_foreign_key "tags", "families"
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add_foreign_key "tool_calls", "messages"
|
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add_foreign_key "trades", "securities"
|
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add_foreign_key "transactions", "categories", on_delete: :nullify
|
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add_foreign_key "transactions", "merchants"
|
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add_foreign_key "transfers", "transactions", column: "inflow_transaction_id", on_delete: :cascade
|
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add_foreign_key "transfers", "transactions", column: "outflow_transaction_id", on_delete: :cascade
|
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add_foreign_key "users", "accounts", column: "default_account_id", on_delete: :nullify
|
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add_foreign_key "users", "chats", column: "last_viewed_chat_id"
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add_foreign_key "users", "families"
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|
add_foreign_key "webauthn_credentials", "users"
|
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end
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