Initial commit: FPT Financial Planning Tool

2026-07-08 19:19:39 +02:00
commit 4f990c9686
60 changed files with 12436 additions and 0 deletions
@@ -0,0 +1,245 @@
+-- CreateSchema
+CREATE SCHEMA IF NOT EXISTS "public";
+
+-- CreateEnum
+CREATE TYPE "HouseholdType" AS ENUM ('SINGLE', 'COUPLE');
+
+-- CreateEnum
+CREATE TYPE "PersonRole" AS ENUM ('PERSON_A', 'PERSON_B');
+
+-- CreateEnum
+CREATE TYPE "IncomeMode" AS ENUM ('PER_PERSON', 'HOUSEHOLD');
+
+-- CreateEnum
+CREATE TYPE "OwnerTag" AS ENUM ('PERSON_A', 'PERSON_B', 'HOUSEHOLD');
+
+-- CreateEnum
+CREATE TYPE "OneTimeEventType" AS ENUM ('INCOME', 'EXPENSE');
+
+-- CreateEnum
+CREATE TYPE "TransitionDecision" AS ENUM ('CARRY_OVER', 'SELL');
+
+-- CreateEnum
+CREATE TYPE "PositionType" AS ENUM ('SECURITY', 'REAL_ESTATE');
+
+-- CreateTable
+CREATE TABLE "AppCredential" (
+    "id" TEXT NOT NULL,
+    "passwordHash" TEXT NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "AppCredential_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "Household" (
+    "id" TEXT NOT NULL,
+    "householdType" "HouseholdType" NOT NULL,
+    "inflationRateDefault" DOUBLE PRECISION NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Household_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "Person" (
+    "id" TEXT NOT NULL,
+    "householdId" TEXT NOT NULL,
+    "role" "PersonRole" NOT NULL,
+    "age" INTEGER NOT NULL,
+    "retirementAge" INTEGER NOT NULL,
+
+    CONSTRAINT "Person_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "Plan" (
+    "id" TEXT NOT NULL,
+    "householdId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "parentPlanId" TEXT,
+    "branchFromPhaseId" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Plan_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "Phase" (
+    "id" TEXT NOT NULL,
+    "planId" TEXT NOT NULL,
+    "sequenceNumber" INTEGER NOT NULL,
+    "name" TEXT NOT NULL,
+    "durationYears" INTEGER NOT NULL,
+    "inflationRate" DOUBLE PRECISION,
+    "incomeMode" "IncomeMode" NOT NULL DEFAULT 'HOUSEHOLD',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "Phase_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "IncomeEntry" (
+    "id" TEXT NOT NULL,
+    "phaseId" TEXT NOT NULL,
+    "personId" TEXT,
+    "label" TEXT,
+    "amount" DOUBLE PRECISION NOT NULL,
+
+    CONSTRAINT "IncomeEntry_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "ExpenseEntry" (
+    "id" TEXT NOT NULL,
+    "phaseId" TEXT NOT NULL,
+    "label" TEXT,
+    "amount" DOUBLE PRECISION NOT NULL,
+
+    CONSTRAINT "ExpenseEntry_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "Security" (
+    "id" TEXT NOT NULL,
+    "phaseId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "startValue" DOUBLE PRECISION NOT NULL,
+    "expectedReturn" DOUBLE PRECISION NOT NULL,
+    "annualContribution" DOUBLE PRECISION NOT NULL DEFAULT 0,
+    "ownerTag" "OwnerTag" NOT NULL DEFAULT 'HOUSEHOLD',
+    "saleTaxRate" DOUBLE PRECISION NOT NULL DEFAULT 0,
+
+    CONSTRAINT "Security_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "RealEstate" (
+    "id" TEXT NOT NULL,
+    "phaseId" TEXT NOT NULL,
+    "name" TEXT NOT NULL,
+    "marketValue" DOUBLE PRECISION NOT NULL,
+    "mortgage" DOUBLE PRECISION NOT NULL,
+    "valueGrowth" DOUBLE PRECISION NOT NULL,
+    "amortization" DOUBLE PRECISION NOT NULL,
+    "salePrice" DOUBLE PRECISION,
+    "saleTaxRate" DOUBLE PRECISION NOT NULL DEFAULT 20,
+
+    CONSTRAINT "RealEstate_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "OneTimeEvent" (
+    "id" TEXT NOT NULL,
+    "phaseId" TEXT NOT NULL,
+    "type" "OneTimeEventType" NOT NULL,
+    "amount" DOUBLE PRECISION NOT NULL,
+    "description" TEXT,
+
+    CONSTRAINT "OneTimeEvent_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "RetirementInfo" (
+    "id" TEXT NOT NULL,
+    "phaseId" TEXT NOT NULL,
+    "personId" TEXT NOT NULL,
+    "ahvAmount" DOUBLE PRECISION NOT NULL DEFAULT 0,
+    "pkPensionAmount" DOUBLE PRECISION NOT NULL DEFAULT 0,
+    "lumpSumAmount" DOUBLE PRECISION NOT NULL DEFAULT 0,
+    "lumpSumTaxRate" DOUBLE PRECISION NOT NULL DEFAULT 8,
+
+    CONSTRAINT "RetirementInfo_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "PhaseTransition" (
+    "id" TEXT NOT NULL,
+    "fromPhaseId" TEXT NOT NULL,
+    "toPhaseId" TEXT NOT NULL,
+
+    CONSTRAINT "PhaseTransition_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "PhaseTransitionItem" (
+    "id" TEXT NOT NULL,
+    "transitionId" TEXT NOT NULL,
+    "positionType" "PositionType" NOT NULL,
+    "securityId" TEXT,
+    "realEstateId" TEXT,
+    "decision" "TransitionDecision" NOT NULL,
+    "salePrice" DOUBLE PRECISION,
+
+    CONSTRAINT "PhaseTransitionItem_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Person_householdId_role_key" ON "Person"("householdId", "role");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "Phase_planId_sequenceNumber_key" ON "Phase"("planId", "sequenceNumber");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "RetirementInfo_phaseId_personId_key" ON "RetirementInfo"("phaseId", "personId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "PhaseTransition_fromPhaseId_key" ON "PhaseTransition"("fromPhaseId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "PhaseTransition_toPhaseId_key" ON "PhaseTransition"("toPhaseId");
+
+-- AddForeignKey
+ALTER TABLE "Person" ADD CONSTRAINT "Person_householdId_fkey" FOREIGN KEY ("householdId") REFERENCES "Household"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Plan" ADD CONSTRAINT "Plan_householdId_fkey" FOREIGN KEY ("householdId") REFERENCES "Household"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Plan" ADD CONSTRAINT "Plan_parentPlanId_fkey" FOREIGN KEY ("parentPlanId") REFERENCES "Plan"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Phase" ADD CONSTRAINT "Phase_planId_fkey" FOREIGN KEY ("planId") REFERENCES "Plan"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "IncomeEntry" ADD CONSTRAINT "IncomeEntry_phaseId_fkey" FOREIGN KEY ("phaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "IncomeEntry" ADD CONSTRAINT "IncomeEntry_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE SET NULL ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "ExpenseEntry" ADD CONSTRAINT "ExpenseEntry_phaseId_fkey" FOREIGN KEY ("phaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Security" ADD CONSTRAINT "Security_phaseId_fkey" FOREIGN KEY ("phaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RealEstate" ADD CONSTRAINT "RealEstate_phaseId_fkey" FOREIGN KEY ("phaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "OneTimeEvent" ADD CONSTRAINT "OneTimeEvent_phaseId_fkey" FOREIGN KEY ("phaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RetirementInfo" ADD CONSTRAINT "RetirementInfo_phaseId_fkey" FOREIGN KEY ("phaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "RetirementInfo" ADD CONSTRAINT "RetirementInfo_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "PhaseTransition" ADD CONSTRAINT "PhaseTransition_fromPhaseId_fkey" FOREIGN KEY ("fromPhaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "PhaseTransition" ADD CONSTRAINT "PhaseTransition_toPhaseId_fkey" FOREIGN KEY ("toPhaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "PhaseTransitionItem" ADD CONSTRAINT "PhaseTransitionItem_transitionId_fkey" FOREIGN KEY ("transitionId") REFERENCES "PhaseTransition"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "PhaseTransitionItem" ADD CONSTRAINT "PhaseTransitionItem_securityId_fkey" FOREIGN KEY ("securityId") REFERENCES "Security"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "PhaseTransitionItem" ADD CONSTRAINT "PhaseTransitionItem_realEstateId_fkey" FOREIGN KEY ("realEstateId") REFERENCES "RealEstate"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
@@ -0,0 +1,3 @@
+# Please do not edit this file manually
+# It should be added in your version-control system (e.g., Git)
+provider = "postgresql"