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sure/db/schema.rb
ghost e59235fdc5 feat(statements): add account statement vault (#1753) 
* feat(statements): add account statement vault

Add web-only statement uploads, account linking, duplicate detection, and per-account coverage/reconciliation checks without mutating transactions. Extend ActiveStorage authorization and targeted tests for family/account scoping.

* fix(statements): return deleted account statements to inbox

Preserve linked statement records when an account is deleted by moving them back to the unmatched inbox, then expand coverage for upload validation, sanitized parser metadata, unavailable reconciliation, and missing-month coverage.

* fix(statements): harden vault upload review flows

Address review and security findings in the statement vault by preserving sanitized parser metadata, failing closed on orphaned statement blobs, avoiding account_id mass assignment permits, and adding regression coverage for link/delete edge cases.

* fix(statements): harden vault upload and access controls

* fix(statements): address vault hardening review

* fix(statements): address vault review feedback

Prioritize SHA-256 duplicate detection while preserving MD5 fallback for legacy rows.

Remove free-form account notes from statement matching, document direct account-destroy unlinking, and add year-selectable historical coverage with muted out-of-range months.

* fix(statements): harden vault review follow-ups

Clarify legacy MD5 checksum use, whitelist statement balance helper dispatch, and preserve sanitized parser metadata.

Hide statement management controls from read-only viewers while keeping server-side authorization unchanged.

* fix(statements): repair settings system coverage

Allow the changelog provider lookup in the self-hosting settings system test, include Statement Vault in settings navigation coverage, and align the feature title casing. Update the devcontainer so ActiveStorage and parallel system tests can run in the documented environment.

* fix(statements): move vault beside accounts

Place Statement Vault with account settings instead of between Imports and Exports. Keep settings footer ordering and system navigation coverage aligned, including the non-admin visibility guard.

* fix(statements): address vault review cleanup

Resolve CodeRabbit review feedback for statement upload validation, duplicate race handling, account statement matching semantics, metadata detection, ActiveStorage authorization tests, and small UI/style cleanups.

* fix(statements): address vault cleanup review

* fix(statements): deduplicate vault style helpers

* fix(statements): close vault review follow-ups

* fix(statements): refresh schema after upstream rebase

* fix(statements): process vault uploads sequentially

* fix(statements): close vault review follow-ups

* fix(statements): scope vault index to accessible accounts

* fix(statements): harden statement vault readiness

Squash the statement vault migration hardening into the feature migration, tighten Active Storage authorization edge cases, bound CSV metadata detection, and add real PDF fixture coverage for stored statements.

Validation: targeted statement/auth/controller/provider tests, full Rails suite, system tests, RuboCop, Biome, Brakeman, Zeitwerk, importmap audit, npm audit, ERB lint, CodeRabbit, and Codex Security all passed locally.

* fix(statements): close vault review follow-ups

Move statement unlinking to after account destroy commit, keep Kraken account creation on the shared crypto helper, and add statement metadata length limits with DB checks.

Validation: fresh devcontainer with fresh DB via db:prepare, focused account/statement/Kraken/Binance tests, RuboCop, Brakeman, Zeitwerk, git diff --check, CodeRabbit, and Codex Security passed before commit.

* fix(statements): address vault scan follow-ups

Move statement tab data setup out of the ERB partial, harden reconciliation labels and coverage initialization, and tighten statement schema constraints.

Validation: CodeRabbit and Codex Security reviewed the current PR diff; Rails focused tests, full Rails tests, system tests, RuboCop, Brakeman, Zeitwerk, ERB lint, npm lint, importmap audit, npm audit, and git diff --check passed.

* fix(statements): defer vault tab loading

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-05-13 21:05:11 +02:00

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# This file is auto-generated from the current state of the database. Instead
# of editing this file, please use the migrations feature of Active Record to
# incrementally modify your database, and then regenerate this schema definition.
#
# This file is the source Rails uses to define your schema when running `bin/rails
# db:schema:load`. When creating a new database, `bin/rails db:schema:load` tends to
# be faster and is potentially less error prone than running all of your
# migrations from scratch. Old migrations may fail to apply correctly if those
# migrations use external dependencies or application code.
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2026_05_12_211200) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
# Custom types defined in this database.
# Note that some types may not work with other database engines. Be careful if changing database.
create_enum "account_status", ["ok", "syncing", "error"]
create_table "account_providers", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "account_id", null: false
t.string "provider_type", null: false
t.uuid "provider_id", null: false
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["account_id", "provider_type"], name: "index_account_providers_on_account_and_provider_type", unique: true
t.index ["provider_type", "provider_id"], name: "index_account_providers_on_provider_type_and_provider_id", unique: true
end
create_table "account_shares", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "account_id", null: false
t.uuid "user_id", null: false
t.string "permission", default: "read_only", null: false
t.boolean "include_in_finances", default: true, null: false
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.index ["account_id", "user_id"], name: "index_account_shares_on_account_id_and_user_id", unique: true
t.index ["account_id"], name: "index_account_shares_on_account_id"
t.index ["user_id", "include_in_finances"], name: "index_account_shares_on_user_id_and_include_in_finances"
t.index ["user_id"], name: "index_account_shares_on_user_id"
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"
end
create_table "account_statements", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.uuid "family_id", null: false
t.uuid "account_id"
t.uuid "suggested_account_id"
t.string "filename", limit: 255, null: false
t.string "content_type", limit: 100, null: false
t.bigint "byte_size", null: false
t.string "checksum", limit: 64, null: false
t.string "source", default: "manual_upload", null: false
t.string "upload_status", default: "stored", null: false
t.string "institution_name_hint", limit: 200
t.string "account_name_hint", limit: 200
t.string "account_last4_hint", limit: 4
t.date "period_start_on"
t.date "period_end_on"
t.decimal "opening_balance", precision: 19, scale: 4
t.decimal "closing_balance", precision: 19, scale: 4
t.string "currency", limit: 3
t.decimal "parser_confidence", precision: 5, scale: 4
t.decimal "match_confidence", precision: 5, scale: 4
t.string "review_status", default: "unmatched", null: false
t.jsonb "sanitized_parser_output", default: {}, null: false
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.string "content_sha256"
t.index ["account_id", "period_start_on", "period_end_on"], name: "index_account_statements_on_account_period"
t.index ["account_id"], name: "index_account_statements_on_account_id"
t.index ["family_id", "checksum"], name: "index_account_statements_on_family_checksum"
t.index ["family_id", "content_sha256"], name: "index_account_statements_on_family_content_sha256", unique: true, where: "(content_sha256 IS NOT NULL)"
t.index ["family_id", "review_status"], name: "index_account_statements_on_family_review_status"
t.index ["family_id"], name: "index_account_statements_on_family_id"
t.index ["suggested_account_id", "review_status"], name: "index_account_statements_on_suggested_account_review"
t.index ["suggested_account_id"], name: "index_account_statements_on_suggested_account_id"
t.check_constraint "byte_size <= 26214400", name: "chk_account_statements_byte_size_max"
t.check_constraint "byte_size > 0", name: "chk_account_statements_byte_size_positive"
t.check_constraint "account_last4_hint IS NULL OR char_length(account_last4_hint::text) <= 4", name: "chk_account_statements_account_last4_hint_length"
t.check_constraint "account_name_hint IS NULL OR char_length(account_name_hint::text) <= 200", name: "chk_account_statements_account_name_hint_length"
t.check_constraint "char_length(checksum::text) <= 64", name: "chk_account_statements_checksum_length"
t.check_constraint "char_length(content_type::text) <= 100", name: "chk_account_statements_content_type_length"
t.check_constraint "content_sha256 IS NULL OR content_sha256::text ~ '^[0-9a-f]{64}$'::text", name: "chk_account_statements_content_sha256"
t.check_constraint "currency IS NULL OR char_length(currency::text) <= 3", name: "chk_account_statements_currency_length"
t.check_constraint "char_length(filename::text) <= 255", name: "chk_account_statements_filename_length"
t.check_constraint "institution_name_hint IS NULL OR char_length(institution_name_hint::text) <= 200", name: "chk_account_statements_institution_hint_length"
t.check_constraint "match_confidence IS NULL OR match_confidence >= 0::numeric AND match_confidence <= 1::numeric", name: "chk_account_statements_match_confidence"
t.check_constraint "parser_confidence IS NULL OR parser_confidence >= 0::numeric AND parser_confidence <= 1::numeric", name: "chk_account_statements_parser_confidence"
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"
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"
t.check_constraint "source::text = 'manual_upload'::text", name: "chk_account_statements_source"
t.check_constraint "upload_status::text = ANY (ARRAY['stored'::character varying::text, 'failed'::character varying::text])", name: "chk_account_statements_upload_status"
end
create_table "accounts", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.string "subtype"
t.uuid "family_id", null: false
t.string "name"
t.datetime "created_at", null: false
t.datetime "updated_at", null: false
t.string "accountable_type"
t.uuid "accountable_id"
t.decimal "balance", precision: 19, scale: 4
t.string "currency"
t.virtual "classification", type: :string, as: "\nCASE\n WHEN ((accountable_type)::text = ANY (ARRAY[('Loan'::character varying)::text, ('CreditCard'::character varying)::text, ('OtherLiability'::character varying)::text])) THEN 'liability'::text\n ELSE 'asset'::text\nEND", stored: true
t.uuid "import_id"
t.uuid "plaid_account_id"
t.decimal "cash_balance", precision: 19, scale: 4, default: "0.0"
t.jsonb "locked_attributes", default: {}
t.string "status", default: "active"
t.uuid "simplefin_account_id"
t.string "institution_name"
t.string "institution_domain"
t.text "notes"
t.uuid "owner_id"
t.index ["accountable_id", "accountable_type"], name: "index_accounts_on_accountable_id_and_accountable_type"
t.index ["accountable_type"], name: "index_accounts_on_accountable_type"
t.index ["currency"], name: "index_accounts_on_currency"
t.index ["family_id", "accountable_type"], name: "index_accounts_on_family_id_and_accountable_type"
t.index ["family_id", "id"], name: "index_accounts_on_family_id_and_id"
t.index ["family_id", "status", "accountable_type"], name: "index_accounts_on_family_id_status_accountable_type"
t.index ["family_id", "status"], name: "index_accounts_on_family_id_and_status"
t.index ["family_id"], name: "index_accounts_on_family_id"
t.index ["import_id"], name: "index_accounts_on_import_id"
t.index ["owner_id"], name: "index_accounts_on_owner_id"
t.index ["plaid_account_id"], name: "index_accounts_on_plaid_account_id"
t.index ["simplefin_account_id"], name: "index_accounts_on_simplefin_account_id"
t.index ["status"], name: "index_accounts_on_status"
end
create_table "active_storage_attachments", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.string "name", null: false
t.string "record_type", null: false
t.uuid "record_id", null: false
t.uuid "blob_id", null: false
t.datetime "created_at", null: false
t.index ["blob_id"], name: "index_active_storage_attachments_on_blob_id"
t.index ["record_type", "record_id", "name", "blob_id"], name: "index_active_storage_attachments_uniqueness", unique: true
end
create_table "active_storage_blobs", id: :uuid, default: -> { "gen_random_uuid()" }, force: :cascade do |t|
t.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 "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.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.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"
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.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 "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", "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"
add_foreign_key "syncs", "syncs", column: "parent_id"
add_foreign_key "taggings", "tags"
add_foreign_key "tags", "families"
add_foreign_key "tool_calls", "messages"
add_foreign_key "trades", "securities"
add_foreign_key "transactions", "categories", on_delete: :nullify
add_foreign_key "transactions", "merchants"
add_foreign_key "transfers", "transactions", column: "inflow_transaction_id", on_delete: :cascade
add_foreign_key "transfers", "transactions", column: "outflow_transaction_id", on_delete: :cascade
add_foreign_key "users", "accounts", column: "default_account_id", on_delete: :nullify
add_foreign_key "users", "chats", column: "last_viewed_chat_id"
add_foreign_key "users", "families"
add_foreign_key "webauthn_credentials", "users"
end
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