Files
Portfolio-Engine/internal/database/main.go
2026-04-06 07:36:45 +02:00

126 lines
4.3 KiB
Go

package database
import (
"database/sql"
"fmt"
"log"
_ "github.com/mattn/go-sqlite3"
)
func InitDB(db *sql.DB) {
schema := `
CREATE TABLE IF NOT EXISTS currencies (
id INTEGER PRIMARY KEY AUTOINCREMENT,
code TEXT NOT NULL UNIQUE,
name TEXT NOT NULL
);
CREATE TABLE IF NOT EXISTS trades (
id INTEGER PRIMARY KEY AUTOINCREMENT,
symbol TEXT NOT NULL,
currency_code TEXT NOT NULL,
shares INTEGER NOT NULL,
product INTEGER NOT NULL CHECK(product IN (0, 1, 2, 3, 4)), -- added 4 for BondTrade
type INTEGER NOT NULL CHECK(type IN (0, 1)), -- Buy=0, Sell=1 only; Dividend has its own table
price REAL NOT NULL,
traded_at DATETIME NOT NULL
);
CREATE TABLE IF NOT EXISTS dividends (
id INTEGER PRIMARY KEY AUTOINCREMENT,
symbol TEXT NOT NULL,
currency_code TEXT NOT NULL,
product INTEGER NOT NULL CHECK(product IN (0, 1, 2, 3, 4)),
value REAL NOT NULL,
tax_amount REAL NOT NULL DEFAULT 0,
tax_rate REAL NOT NULL DEFAULT 0,
net_value REAL NOT NULL,
payment_date DATETIME NOT NULL
);
CREATE TABLE IF NOT EXISTS position (
id INTEGER PRIMARY KEY AUTOINCREMENT,
company_id INTEGER NOT NULL UNIQUE,
symbol TEXT NOT NULL,
currency_id INTEGER NOT NULL,
currency_code TEXT NOT NULL,
shares INTEGER NOT NULL,
weight REAL NOT NULL,
cost_basis REAL NOT NULL,
FOREIGN KEY (currency_id) REFERENCES currencies(id),
FOREIGN KEY (company_id) REFERENCES companies(id)
);
CREATE TABLE IF NOT EXISTS companies (
id INTEGER PRIMARY KEY AUTOINCREMENT,
symbol TEXT NOT NULL UNIQUE,
shares_outstanding INTEGER NOT NULL,
price REAL NOT NULL,
currency_id INTEGER NOT NULL,
FOREIGN KEY (currency_id) REFERENCES currencies(id)
);
CREATE TABLE IF NOT EXISTS periods (
id INTEGER PRIMARY KEY AUTOINCREMENT,
type TEXT NOT NULL CHECK(type IN ('Q', 'H', 'Y')),
year INTEGER NOT NULL,
idx INTEGER NOT NULL,
start_date TEXT NOT NULL,
end_date TEXT NOT NULL,
UNIQUE(type, year, idx)
);
CREATE TABLE IF NOT EXISTS category (
id INTEGER PRIMARY KEY AUTOINCREMENT,
company_id INTEGER NOT NULL,
parent_id INTEGER,
name TEXT NOT NULL,
FOREIGN KEY (company_id) REFERENCES companies(id),
FOREIGN KEY (parent_id) REFERENCES category(id),
UNIQUE(company_id, name)
);
-- parent table
CREATE TABLE closed_positions (
id INTEGER PRIMARY KEY AUTOINCREMENT,
symbol TEXT NOT NULL,
currency_code TEXT NOT NULL,
product TEXT NOT NULL,
open_time DATETIME NOT NULL,
realized_gain REAL,
tax_amount REAL,
holding_days INTEGER
);
-- child table, one row per close lot
CREATE TABLE close_entries (
id INTEGER PRIMARY KEY AUTOINCREMENT,
closed_position_id INTEGER NOT NULL REFERENCES closed_positions(id),
shares INTEGER NOT NULL,
in_price REAL NOT NULL,
out_price REAL NOT NULL,
gain_price REAL NOT NULL,
close_time DATETIME NOT NULL
);
CREATE TABLE IF NOT EXISTS revenue_entries (
id INTEGER PRIMARY KEY AUTOINCREMENT,
company_id INTEGER NOT NULL,
currency_id INTEGER NOT NULL,
category_id INTEGER NOT NULL,
period_id INTEGER NOT NULL,
value REAL NOT NULL,
FOREIGN KEY (company_id) REFERENCES companies(id),
FOREIGN KEY (currency_id) REFERENCES currencies(id),
FOREIGN KEY (category_id) REFERENCES category(id),
FOREIGN KEY (period_id) REFERENCES periods(id),
UNIQUE(company_id, category_id, period_id)
);`
if _, err := db.Exec(schema); err != nil {
log.Fatal("Failed to create tables:", err)
}
fmt.Println("Tables ready")
}