Initial extraction from monorepo
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Viktor Barzin
commit
f7ef7ca4ab
56 changed files with 6163 additions and 0 deletions
173
alembic/versions/0001_initial.py
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173
alembic/versions/0001_initial.py
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"""initial schema — 6 tables in fire_planner schema
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Revision ID: 0001
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Revises:
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Create Date: 2026-04-25 00:00:00.000000
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"""
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from collections.abc import Sequence
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import sqlalchemy as sa
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from sqlalchemy.dialects import postgresql
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from alembic import op
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revision: str = "0001"
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down_revision: str | None = None
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branch_labels: str | Sequence[str] | None = None
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depends_on: str | Sequence[str] | None = None
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SCHEMA = "fire_planner"
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def _jsonb() -> sa.types.TypeEngine[object]:
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"""Postgres JSONB; falls back to plain JSON on SQLite (tests)."""
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return postgresql.JSONB().with_variant(sa.JSON(), "sqlite")
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def upgrade() -> None:
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op.execute(f"CREATE SCHEMA IF NOT EXISTS {SCHEMA}")
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op.create_table(
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"account_snapshot",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("external_id", sa.Text(), nullable=False, unique=True),
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sa.Column("snapshot_date", sa.Date(), nullable=False),
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sa.Column("account_id", sa.Text(), nullable=False),
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sa.Column("account_name", sa.Text(), nullable=False),
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sa.Column("account_type", sa.Text(), nullable=False),
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sa.Column("currency", sa.CHAR(3), nullable=False, server_default="GBP"),
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sa.Column("market_value", sa.Numeric(14, 2), nullable=False),
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sa.Column("market_value_gbp", sa.Numeric(14, 2), nullable=False),
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sa.Column("cost_basis_gbp", sa.Numeric(14, 2), nullable=True),
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sa.Column("raw_extraction", _jsonb(), nullable=True),
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sa.Column("created_at",
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sa.TIMESTAMP(timezone=True),
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nullable=False,
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server_default=sa.text("now()")),
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schema=SCHEMA,
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)
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op.create_index("idx_account_snapshot_date",
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"account_snapshot", ["snapshot_date"],
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schema=SCHEMA)
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op.create_index("idx_account_snapshot_account",
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"account_snapshot", ["account_id"],
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schema=SCHEMA)
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op.create_table(
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"scenario",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("external_id", sa.Text(), nullable=False, unique=True),
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sa.Column("jurisdiction", sa.Text(), nullable=False),
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sa.Column("strategy", sa.Text(), nullable=False),
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sa.Column("leave_uk_year", sa.Integer(), nullable=False),
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sa.Column("glide_path", sa.Text(), nullable=False),
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sa.Column("spending_gbp", sa.Numeric(12, 2), nullable=False),
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sa.Column("horizon_years", sa.Integer(), nullable=False, server_default=sa.text("60")),
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sa.Column("nw_seed_gbp", sa.Numeric(14, 2), nullable=False),
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sa.Column("savings_per_year_gbp",
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sa.Numeric(12, 2),
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nullable=False,
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server_default=sa.text("0")),
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sa.Column("config_json", _jsonb(), nullable=False),
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sa.Column("created_at",
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sa.TIMESTAMP(timezone=True),
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nullable=False,
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server_default=sa.text("now()")),
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schema=SCHEMA,
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)
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op.create_index("idx_scenario_jurisdiction", "scenario", ["jurisdiction"], schema=SCHEMA)
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op.create_index("idx_scenario_strategy", "scenario", ["strategy"], schema=SCHEMA)
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op.create_table(
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"mc_run",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("scenario_id", sa.Integer(), nullable=False),
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sa.Column("run_at",
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sa.TIMESTAMP(timezone=True),
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nullable=False,
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server_default=sa.text("now()")),
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sa.Column("n_paths", sa.Integer(), nullable=False),
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sa.Column("seed", sa.Integer(), nullable=False),
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sa.Column("success_rate", sa.Numeric(6, 4), nullable=False),
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sa.Column("p10_ending_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("p50_ending_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("p90_ending_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("median_lifetime_tax_gbp", sa.Numeric(14, 2), nullable=False),
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sa.Column("median_years_to_ruin", sa.Numeric(6, 2), nullable=True),
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sa.Column("elapsed_seconds", sa.Numeric(8, 3), nullable=False),
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sa.Column("sequence_risk_correlation", sa.Numeric(6, 4), nullable=True),
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sa.Column("extra", _jsonb(), nullable=True),
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schema=SCHEMA,
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)
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op.create_index("idx_mc_run_scenario", "mc_run", ["scenario_id"], schema=SCHEMA)
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op.create_index("idx_mc_run_at", "mc_run", ["run_at"], schema=SCHEMA)
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op.create_table(
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"mc_path",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("mc_run_id", sa.Integer(), nullable=False),
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sa.Column("path_idx", sa.Integer(), nullable=False),
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sa.Column("bucket", sa.Text(), nullable=False),
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sa.Column("year_idx", sa.Integer(), nullable=False),
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sa.Column("portfolio_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("withdrawal_gbp", sa.Numeric(12, 2), nullable=False),
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sa.Column("tax_paid_gbp", sa.Numeric(12, 2), nullable=False),
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sa.Column("real_portfolio_gbp", sa.Numeric(16, 2), nullable=False),
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schema=SCHEMA,
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)
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op.create_index("idx_mc_path_run", "mc_path", ["mc_run_id"], schema=SCHEMA)
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op.create_table(
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"projection_yearly",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("mc_run_id", sa.Integer(), nullable=False),
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sa.Column("year_idx", sa.Integer(), nullable=False),
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sa.Column("p10_portfolio_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("p25_portfolio_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("p50_portfolio_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("p75_portfolio_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("p90_portfolio_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("p50_withdrawal_gbp", sa.Numeric(12, 2), nullable=False),
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sa.Column("p50_tax_gbp", sa.Numeric(12, 2), nullable=False),
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sa.Column("survival_rate", sa.Numeric(6, 4), nullable=False),
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schema=SCHEMA,
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)
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op.create_index("idx_projection_run", "projection_yearly", ["mc_run_id"], schema=SCHEMA)
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op.create_table(
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"scenario_summary",
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sa.Column("id", sa.Integer(), primary_key=True, autoincrement=True),
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sa.Column("scenario_id", sa.Integer(), nullable=False, unique=True),
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sa.Column("mc_run_id", sa.Integer(), nullable=False),
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sa.Column("jurisdiction", sa.Text(), nullable=False),
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sa.Column("strategy", sa.Text(), nullable=False),
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sa.Column("leave_uk_year", sa.Integer(), nullable=False),
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sa.Column("glide_path", sa.Text(), nullable=False),
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sa.Column("spending_gbp", sa.Numeric(12, 2), nullable=False),
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sa.Column("success_rate", sa.Numeric(6, 4), nullable=False),
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sa.Column("p10_ending_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("p50_ending_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("p90_ending_gbp", sa.Numeric(16, 2), nullable=False),
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sa.Column("median_lifetime_tax_gbp", sa.Numeric(14, 2), nullable=False),
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sa.Column("median_years_to_ruin", sa.Numeric(6, 2), nullable=True),
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sa.Column("updated_at",
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sa.TIMESTAMP(timezone=True),
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nullable=False,
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server_default=sa.text("now()")),
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schema=SCHEMA,
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)
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op.create_index("idx_summary_jurisdiction",
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"scenario_summary", ["jurisdiction"],
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schema=SCHEMA)
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op.create_index("idx_summary_strategy", "scenario_summary", ["strategy"], schema=SCHEMA)
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def downgrade() -> None:
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op.drop_table("scenario_summary", schema=SCHEMA)
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op.drop_table("projection_yearly", schema=SCHEMA)
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op.drop_table("mc_path", schema=SCHEMA)
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op.drop_table("mc_run", schema=SCHEMA)
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op.drop_table("scenario", schema=SCHEMA)
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op.drop_table("account_snapshot", schema=SCHEMA)
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op.execute(f"DROP SCHEMA IF EXISTS {SCHEMA}")
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