add envelop

Signed-off-by: GnomeZworc <nicolas.boufidjeline@g3e.fr>

migrations/000004_envelopes_and_transactions.down.sql

@@ -0,0 +1,18 @@
+ALTER TABLE transaction DROP CONSTRAINT chk_transaction_sides;
+
+ALTER TABLE transaction
+    DROP COLUMN envelope_source_id,
+    DROP COLUMN envelope_dest_id,
+    ADD COLUMN envelope_id INTEGER REFERENCES envelope(id);
+
+ALTER TABLE transaction ADD CONSTRAINT chk_transaction_sides CHECK (
+    (account_source_id IS NOT NULL AND instrument_source_id IS NOT NULL AND quantite_source IS NOT NULL
+     OR account_source_id IS NULL AND instrument_source_id IS NULL AND quantite_source IS NULL)
+    AND
+    (account_dest_id IS NOT NULL AND instrument_dest_id IS NOT NULL AND quantite_dest IS NOT NULL
+     OR account_dest_id IS NULL AND instrument_dest_id IS NULL AND quantite_dest IS NULL)
+    AND
+    (account_source_id IS NOT NULL OR account_dest_id IS NOT NULL)
+);
+
+DROP TABLE IF EXISTS envelope_snapshot;

migrations/000004_envelopes_and_transactions.up.sql

@@ -0,0 +1,49 @@
+-- Snapshots dédiés aux enveloppes (strictement monétaires = valeur EUR uniquement)
+CREATE TABLE envelope_snapshot (
+    date        DATE    NOT NULL,
+    envelope_id INTEGER NOT NULL REFERENCES envelope(id) ON DELETE CASCADE,
+    valeur      NUMERIC(24, 8) NOT NULL,
+    PRIMARY KEY (date, envelope_id)
+);
+SELECT create_hypertable('envelope_snapshot', by_range('date'));
+CREATE INDEX idx_envelope_snapshot_lookup ON envelope_snapshot(envelope_id, date DESC);
+
+-- Mise à jour de la table transaction :
+-- Les enveloppes deviennent de vrais participants source/dest (plus de envelope_id de catégorie)
+ALTER TABLE transaction
+    DROP COLUMN envelope_id,
+    ADD COLUMN envelope_source_id INTEGER REFERENCES envelope(id),
+    ADD COLUMN envelope_dest_id   INTEGER REFERENCES envelope(id);
+
+-- Remplacement de la contrainte CHECK pour couvrir account et envelope comme participants
+ALTER TABLE transaction DROP CONSTRAINT chk_transaction_sides;
+
+ALTER TABLE transaction ADD CONSTRAINT chk_transaction_sides CHECK (
+    -- Côté source : au plus un parmi (account, envelope), les trois champs cohérents ou tous null
+    (
+        (account_source_id IS NOT NULL AND envelope_source_id IS NULL
+         OR account_source_id IS NULL AND envelope_source_id IS NOT NULL
+         OR account_source_id IS NULL AND envelope_source_id IS NULL)
+        AND
+        (((account_source_id IS NOT NULL OR envelope_source_id IS NOT NULL)
+          AND instrument_source_id IS NOT NULL AND quantite_source IS NOT NULL)
+         OR (account_source_id IS NULL AND envelope_source_id IS NULL
+             AND instrument_source_id IS NULL AND quantite_source IS NULL))
+    )
+    AND
+    -- Côté dest : même logique
+    (
+        (account_dest_id IS NOT NULL AND envelope_dest_id IS NULL
+         OR account_dest_id IS NULL AND envelope_dest_id IS NOT NULL
+         OR account_dest_id IS NULL AND envelope_dest_id IS NULL)
+        AND
+        (((account_dest_id IS NOT NULL OR envelope_dest_id IS NOT NULL)
+          AND instrument_dest_id IS NOT NULL AND quantite_dest IS NOT NULL)
+         OR (account_dest_id IS NULL AND envelope_dest_id IS NULL
+             AND instrument_dest_id IS NULL AND quantite_dest IS NULL))
+    )
+    AND
+    -- Au moins un côté doit exister
+    (account_source_id IS NOT NULL OR envelope_source_id IS NOT NULL
+     OR account_dest_id IS NOT NULL OR envelope_dest_id IS NOT NULL)
+);

migrations/000005_envelope_as_account.down.sql

@@ -0,0 +1,59 @@
+-- Recréation de la table envelope
+CREATE TABLE envelope (
+    id             SERIAL PRIMARY KEY,
+    account_id     INTEGER NOT NULL REFERENCES account(id) ON DELETE CASCADE,
+    nom            TEXT NOT NULL,
+    objectif       TEXT,
+    montant_alloue NUMERIC(24, 8) NOT NULL DEFAULT 0
+);
+
+-- Remigration des sous-comptes vers envelope
+INSERT INTO envelope (account_id, nom, objectif, montant_alloue)
+SELECT master_account_id, nom, objectif, COALESCE(montant_alloue, 0)
+FROM account WHERE master_account_id IS NOT NULL;
+
+-- Suppression des sous-comptes de account
+DELETE FROM account WHERE master_account_id IS NOT NULL;
+
+ALTER TABLE account
+    DROP COLUMN master_account_id,
+    DROP COLUMN objectif,
+    DROP COLUMN montant_alloue;
+
+-- Restauration envelope_snapshot
+CREATE TABLE envelope_snapshot (
+    date        DATE    NOT NULL,
+    envelope_id INTEGER NOT NULL REFERENCES envelope(id) ON DELETE CASCADE,
+    valeur      NUMERIC(24, 8) NOT NULL,
+    PRIMARY KEY (date, envelope_id)
+);
+SELECT create_hypertable('envelope_snapshot', by_range('date'));
+
+-- Restauration transaction avec envelope_source/dest
+ALTER TABLE transaction
+    DROP CONSTRAINT chk_transaction_sides,
+    ADD COLUMN envelope_source_id INTEGER REFERENCES envelope(id),
+    ADD COLUMN envelope_dest_id   INTEGER REFERENCES envelope(id);
+
+ALTER TABLE transaction ADD CONSTRAINT chk_transaction_sides CHECK (
+    (account_source_id IS NOT NULL AND envelope_source_id IS NULL
+     OR account_source_id IS NULL AND envelope_source_id IS NOT NULL
+     OR account_source_id IS NULL AND envelope_source_id IS NULL)
+    AND
+    (((account_source_id IS NOT NULL OR envelope_source_id IS NOT NULL)
+      AND instrument_source_id IS NOT NULL AND quantite_source IS NOT NULL)
+     OR (account_source_id IS NULL AND envelope_source_id IS NULL
+         AND instrument_source_id IS NULL AND quantite_source IS NULL))
+    AND
+    (account_dest_id IS NOT NULL AND envelope_dest_id IS NULL
+     OR account_dest_id IS NULL AND envelope_dest_id IS NOT NULL
+     OR account_dest_id IS NULL AND envelope_dest_id IS NULL)
+    AND
+    (((account_dest_id IS NOT NULL OR envelope_dest_id IS NOT NULL)
+      AND instrument_dest_id IS NOT NULL AND quantite_dest IS NOT NULL)
+     OR (account_dest_id IS NULL AND envelope_dest_id IS NULL
+         AND instrument_dest_id IS NULL AND quantite_dest IS NULL))
+    AND
+    (account_source_id IS NOT NULL OR envelope_source_id IS NOT NULL
+     OR account_dest_id IS NOT NULL OR envelope_dest_id IS NOT NULL)
+);

migrations/000005_envelope_as_account.up.sql

@@ -0,0 +1,50 @@
+-- Les enveloppes deviennent des comptes avec master_account_id
+-- Un sous-compte hérite du type et de la devise de son compte maître
+ALTER TABLE account
+    ADD COLUMN master_account_id INTEGER REFERENCES account(id) ON DELETE CASCADE,
+    ADD COLUMN objectif           TEXT,
+    ADD COLUMN montant_alloue     NUMERIC(24, 8);
+
+-- Migration des enveloppes existantes vers account
+INSERT INTO account (nom, type, devise_reference, master_account_id, objectif, montant_alloue)
+SELECT e.nom, a.type, a.devise_reference, e.account_id, e.objectif, e.montant_alloue
+FROM envelope e
+JOIN account a ON a.id = e.account_id;
+
+-- Suppression des champs envelope_source/dest ajoutés en 000004
+-- (les enveloppes étant désormais des comptes, account_source_id suffit)
+ALTER TABLE transaction
+    DROP CONSTRAINT chk_transaction_sides,
+    DROP COLUMN envelope_source_id,
+    DROP COLUMN envelope_dest_id;
+
+ALTER TABLE transaction ADD CONSTRAINT chk_transaction_sides CHECK (
+    (
+        account_source_id    IS NOT NULL AND
+        instrument_source_id IS NOT NULL AND
+        quantite_source      IS NOT NULL
+        OR
+        account_source_id    IS NULL AND
+        instrument_source_id IS NULL AND
+        quantite_source      IS NULL
+    )
+    AND
+    (
+        account_dest_id    IS NOT NULL AND
+        instrument_dest_id IS NOT NULL AND
+        quantite_dest      IS NOT NULL
+        OR
+        account_dest_id    IS NULL AND
+        instrument_dest_id IS NULL AND
+        quantite_dest      IS NULL
+    )
+    AND
+    (account_source_id IS NOT NULL OR account_dest_id IS NOT NULL)
+);
+
+-- Suppression de la FK envelope_id dans recurring_rule avant de dropper envelope
+ALTER TABLE recurring_rule DROP COLUMN envelope_id;
+
+-- Suppression des tables envelope devenues inutiles
+DROP TABLE IF EXISTS envelope_snapshot;
+DROP TABLE IF EXISTS envelope;

migrations/000006_drop_montant_alloue.down.sql

@@ -0,0 +1 @@
+ALTER TABLE account ADD COLUMN montant_alloue NUMERIC(24, 8);

migrations/000006_drop_montant_alloue.up.sql

@@ -0,0 +1,3 @@
+-- montant_alloue retiré : le solde réel d'une enveloppe est dérivé
+-- des transactions et stocké dans account_snapshot
+ALTER TABLE account DROP COLUMN montant_alloue;