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Rework core model: financial elements as plan-wide entities across phases; derived phase types (Erwerb/Pension/Misch) with retirement-capped durations and per-plan retirement age; AHV (gap years + couple ceiling), PK payout/annuity, 3a, real estate, other assets/debts; horizontal timeline with retirement markers; phase x element matrix with detail panel; savings/consumption quota + available-capital key figures with red status
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kelle
2026-07-13 07:55:58 +02:00
parent b3a3b565ac
commit b775ab77cb
27 changed files with 2407 additions and 2166 deletions
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prisma/migrations/20260713100000_element_model_rework/migration.sql
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-- Kern-Rework: finanzielle Elemente auf Plan-Ebene (JSON pro Phase/Uebergang).
-- Fresh-Start (abgestimmt 13.07.2026): bestehende Test-Daten werden verworfen.
-- Alle bestehenden Daten entfernen (Cascade raeumt Plaene, Phasen, alte Element-Tabellen ab)
DELETE FROM "Household";
-- Alte element-spezifische Tabellen entfernen
DROP TABLE IF EXISTS "PhaseTransitionItem" CASCADE;
DROP TABLE IF EXISTS "PhaseTransition" CASCADE;
DROP TABLE IF EXISTS "IncomeEntry" CASCADE;
DROP TABLE IF EXISTS "ExpenseEntry" CASCADE;
DROP TABLE IF EXISTS "Security" CASCADE;
DROP TABLE IF EXISTS "RealEstate" CASCADE;
DROP TABLE IF EXISTS "OneTimeEvent" CASCADE;
DROP TABLE IF EXISTS "RetirementInfo" CASCADE;
-- Phase: nicht mehr benoetigte Spalten entfernen (VOR dem Drop der genutzten Enums)
ALTER TABLE "Phase" DROP COLUMN IF EXISTS "incomeMode";
ALTER TABLE "Phase" DROP COLUMN IF EXISTS "incomingCapital";
-- Alte Enums entfernen (jetzt von keiner Spalte mehr referenziert)
DROP TYPE IF EXISTS "IncomeMode";
DROP TYPE IF EXISTS "OwnerTag";
DROP TYPE IF EXISTS "OneTimeEventType";
DROP TYPE IF EXISTS "TransitionDecision";
DROP TYPE IF EXISTS "PositionType";
-- Plan: plan-spezifische Pensionsalter-Overrides
ALTER TABLE "Plan" ADD COLUMN "retirementAgeA" INTEGER;
ALTER TABLE "Plan" ADD COLUMN "retirementAgeB" INTEGER;
-- Neue Enums
CREATE TYPE "OwnerRole" AS ENUM ('PERSON_A', 'PERSON_B', 'HOUSEHOLD');
CREATE TYPE "ElementCategory" AS ENUM ('INCOME', 'EXPENSE', 'AHV', 'PENSION_FUND', 'PILLAR_3A', 'REAL_ESTATE', 'OTHER_ASSET', 'OTHER_DEBT');
-- FinancialElement
CREATE TABLE "FinancialElement" (
"id" TEXT NOT NULL,
"planId" TEXT NOT NULL,
"category" "ElementCategory" NOT NULL,
"name" TEXT NOT NULL,
"ownerRole" "OwnerRole",
"orderIndex" INTEGER NOT NULL DEFAULT 0,
"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
CONSTRAINT "FinancialElement_pkey" PRIMARY KEY ("id")
);
-- ElementPhaseValue
CREATE TABLE "ElementPhaseValue" (
"id" TEXT NOT NULL,
"elementId" TEXT NOT NULL,
"phaseId" TEXT NOT NULL,
"data" JSONB NOT NULL,
CONSTRAINT "ElementPhaseValue_pkey" PRIMARY KEY ("id")
);
CREATE UNIQUE INDEX "ElementPhaseValue_elementId_phaseId_key" ON "ElementPhaseValue"("elementId", "phaseId");
-- ElementTransitionValue
CREATE TABLE "ElementTransitionValue" (
"id" TEXT NOT NULL,
"elementId" TEXT NOT NULL,
"fromPhaseId" TEXT NOT NULL,
"data" JSONB NOT NULL,
CONSTRAINT "ElementTransitionValue_pkey" PRIMARY KEY ("id")
);
CREATE UNIQUE INDEX "ElementTransitionValue_elementId_fromPhaseId_key" ON "ElementTransitionValue"("elementId", "fromPhaseId");
-- Foreign Keys
ALTER TABLE "FinancialElement" ADD CONSTRAINT "FinancialElement_planId_fkey" FOREIGN KEY ("planId") REFERENCES "Plan"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ElementPhaseValue" ADD CONSTRAINT "ElementPhaseValue_elementId_fkey" FOREIGN KEY ("elementId") REFERENCES "FinancialElement"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ElementPhaseValue" ADD CONSTRAINT "ElementPhaseValue_phaseId_fkey" FOREIGN KEY ("phaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ElementTransitionValue" ADD CONSTRAINT "ElementTransitionValue_elementId_fkey" FOREIGN KEY ("elementId") REFERENCES "FinancialElement"("id") ON DELETE CASCADE ON UPDATE CASCADE;
ALTER TABLE "ElementTransitionValue" ADD CONSTRAINT "ElementTransitionValue_fromPhaseId_fkey" FOREIGN KEY ("fromPhaseId") REFERENCES "Phase"("id") ON DELETE CASCADE ON UPDATE CASCADE;