feat(db): add Month, MonthEntry, and MonthDebtTarget models with migration
A month is a snapshot of the budget. MonthEntry holds the copied planned amount plus applied and origin_name/origin_planned so the UI can mark edited rows. source_entry_id links back to the budget but is nullable with ON DELETE SET NULL, so deleting a budget row after snapshot leaves the month intact. MonthDebtTarget is one row per month via CASCADE from month. Refs #3 Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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alembic/versions/03ebe3c07262_add_month_snapshot_tables.py
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73
alembic/versions/03ebe3c07262_add_month_snapshot_tables.py
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"""add month snapshot tables
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Revision ID: 03ebe3c07262
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Revises: f1ccdc4bc1bf
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Create Date: 2026-04-17 11:33:45.853510
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"""
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from typing import Sequence, Union
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from alembic import op
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import sqlalchemy as sa
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# revision identifiers, used by Alembic.
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revision: str = '03ebe3c07262'
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down_revision: Union[str, Sequence[str], None] = 'f1ccdc4bc1bf'
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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"""Upgrade schema."""
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# ### commands auto generated by Alembic - please adjust! ###
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op.create_table('month',
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sa.Column('id', sa.Integer(), nullable=False),
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sa.Column('year_month', sa.String(length=7), nullable=False),
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sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('(CURRENT_TIMESTAMP)'), nullable=False),
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sa.PrimaryKeyConstraint('id'),
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sa.UniqueConstraint('year_month')
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)
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op.create_table('month_entry',
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sa.Column('id', sa.Integer(), nullable=False),
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sa.Column('month_id', sa.Integer(), nullable=False),
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sa.Column('section', sa.Enum('income', 'fixed_bill', 'debt_minimum', 'food', 'subscription', 'other', name='section', native_enum=False, length=32), nullable=False),
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sa.Column('name', sa.String(length=128), nullable=False),
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sa.Column('planned', sa.Numeric(precision=10, scale=2), nullable=False),
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sa.Column('applied', sa.Numeric(precision=10, scale=2), server_default='0.00', nullable=False),
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sa.Column('origin_name', sa.String(length=128), nullable=True),
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sa.Column('origin_planned', sa.Numeric(precision=10, scale=2), nullable=True),
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sa.Column('source_entry_id', sa.Integer(), nullable=True),
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sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('(CURRENT_TIMESTAMP)'), nullable=False),
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sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('(CURRENT_TIMESTAMP)'), nullable=False),
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sa.ForeignKeyConstraint(['month_id'], ['month.id'], ondelete='CASCADE'),
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sa.ForeignKeyConstraint(['source_entry_id'], ['entry.id'], ondelete='SET NULL'),
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sa.PrimaryKeyConstraint('id'),
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sa.UniqueConstraint('month_id', 'id')
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)
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with op.batch_alter_table('month_entry', schema=None) as batch_op:
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batch_op.create_index(batch_op.f('ix_month_entry_month_id'), ['month_id'], unique=False)
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batch_op.create_index(batch_op.f('ix_month_entry_section'), ['section'], unique=False)
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op.create_table('month_debt_target',
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sa.Column('month_id', sa.Integer(), autoincrement=False, nullable=False),
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sa.Column('month_entry_id', sa.Integer(), nullable=True),
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sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('(CURRENT_TIMESTAMP)'), nullable=False),
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sa.ForeignKeyConstraint(['month_entry_id'], ['month_entry.id'], ondelete='SET NULL'),
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sa.ForeignKeyConstraint(['month_id'], ['month.id'], ondelete='CASCADE'),
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sa.PrimaryKeyConstraint('month_id')
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)
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# ### end Alembic commands ###
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def downgrade() -> None:
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"""Downgrade schema."""
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# ### commands auto generated by Alembic - please adjust! ###
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op.drop_table('month_debt_target')
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with op.batch_alter_table('month_entry', schema=None) as batch_op:
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batch_op.drop_index(batch_op.f('ix_month_entry_section'))
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batch_op.drop_index(batch_op.f('ix_month_entry_month_id'))
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op.drop_table('month_entry')
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op.drop_table('month')
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# ### end Alembic commands ###
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@ -11,6 +11,7 @@ from sqlalchemy import (
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ForeignKey,
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ForeignKey,
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Numeric,
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Numeric,
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String,
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String,
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UniqueConstraint,
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func,
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func,
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)
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)
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from sqlalchemy.orm import DeclarativeBase, Mapped, mapped_column, relationship
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from sqlalchemy.orm import DeclarativeBase, Mapped, mapped_column, relationship
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@ -75,3 +76,82 @@ class DebtTarget(Base):
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)
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)
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entry: Mapped[Entry | None] = relationship(Entry, lazy="joined")
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entry: Mapped[Entry | None] = relationship(Entry, lazy="joined")
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class Month(Base):
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__tablename__ = "month"
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id: Mapped[int] = mapped_column(primary_key=True)
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year_month: Mapped[str] = mapped_column(String(7), nullable=False, unique=True)
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created_at: Mapped[datetime] = mapped_column(
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DateTime(timezone=True), server_default=func.now(), nullable=False
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)
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entries: Mapped[list["MonthEntry"]] = relationship(
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back_populates="month", cascade="all, delete-orphan"
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)
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target: Mapped["MonthDebtTarget | None"] = relationship(
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back_populates="month",
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cascade="all, delete-orphan",
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uselist=False,
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lazy="joined",
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)
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class MonthEntry(Base):
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__tablename__ = "month_entry"
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__table_args__ = (UniqueConstraint("month_id", "id"),)
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id: Mapped[int] = mapped_column(primary_key=True)
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month_id: Mapped[int] = mapped_column(
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ForeignKey("month.id", ondelete="CASCADE"), nullable=False, index=True
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)
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section: Mapped[Section] = mapped_column(
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Enum(Section, native_enum=False, length=32), nullable=False, index=True
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)
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name: Mapped[str] = mapped_column(String(128), nullable=False)
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planned: Mapped[Decimal] = mapped_column(Numeric(10, 2), nullable=False)
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applied: Mapped[Decimal] = mapped_column(
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Numeric(10, 2), nullable=False, default=Decimal("0.00"),
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server_default="0.00",
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)
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origin_name: Mapped[str | None] = mapped_column(String(128), nullable=True)
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origin_planned: Mapped[Decimal | None] = mapped_column(
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Numeric(10, 2), nullable=True
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)
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source_entry_id: Mapped[int | None] = mapped_column(
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ForeignKey("entry.id", ondelete="SET NULL"), nullable=True
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)
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created_at: Mapped[datetime] = mapped_column(
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DateTime(timezone=True), server_default=func.now(), nullable=False
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)
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updated_at: Mapped[datetime] = mapped_column(
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DateTime(timezone=True),
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server_default=func.now(),
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onupdate=func.now(),
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nullable=False,
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)
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month: Mapped[Month] = relationship(back_populates="entries")
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class MonthDebtTarget(Base):
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__tablename__ = "month_debt_target"
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month_id: Mapped[int] = mapped_column(
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ForeignKey("month.id", ondelete="CASCADE"),
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primary_key=True,
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autoincrement=False,
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)
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month_entry_id: Mapped[int | None] = mapped_column(
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ForeignKey("month_entry.id", ondelete="SET NULL"), nullable=True
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)
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updated_at: Mapped[datetime] = mapped_column(
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DateTime(timezone=True),
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server_default=func.now(),
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onupdate=func.now(),
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nullable=False,
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)
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month: Mapped[Month] = relationship(back_populates="target")
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entry: Mapped[MonthEntry | None] = relationship(MonthEntry, lazy="joined")
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