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yunhaifinance/backend/migrations/007_create_financial_records.sql
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-- 创建统一财务账本表
CREATE TABLE IF NOT EXISTS financial_records (
id SERIAL PRIMARY KEY,
record_code TEXT UNIQUE NOT NULL,
txn_type TEXT NOT NULL CHECK (txn_type IN ('income', 'expense')),
category_level1 TEXT NOT NULL,
category_level2 TEXT NOT NULL,
project_id INTEGER REFERENCES projects(id),
user_id INTEGER REFERENCES users(id),
user_name TEXT,
amount_original REAL NOT NULL DEFAULT 0,
currency TEXT NOT NULL DEFAULT 'CNY',
exchange_rate REAL NOT NULL DEFAULT 1,
amount_cny REAL NOT NULL DEFAULT 0,
record_date DATE NOT NULL,
counterparty_name TEXT,
counterparty_type TEXT,
counterparty_id INTEGER,
source TEXT NOT NULL DEFAULT 'manual',
source_id INTEGER,
source_code TEXT,
description TEXT,
voucher_no TEXT,
attachments TEXT,
status TEXT NOT NULL DEFAULT 'confirmed' CHECK (status IN ('confirmed', 'pending', 'voided')),
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);
CREATE INDEX IF NOT EXISTS idx_financial_records_project ON financial_records(project_id);
CREATE INDEX IF NOT EXISTS idx_financial_records_user ON financial_records(user_id);
CREATE INDEX IF NOT EXISTS idx_financial_records_date ON financial_records(record_date);
CREATE INDEX IF NOT EXISTS idx_financial_records_type ON financial_records(txn_type, category_level1, category_level2);
CREATE INDEX IF NOT EXISTS idx_financial_records_source ON financial_records(source, source_id);
CREATE INDEX IF NOT EXISTS idx_financial_records_status ON financial_records(status);