3fbb1c21e6
- Added portfolio schema to 01-schemas.sql - Created enums: risk_profile, goal_status, rebalance_action, allocation_status - Created tables: portfolios, portfolio_allocations, portfolio_goals - Created tables: rebalance_history, portfolio_snapshots - Added triggers for updated_at and goal progress calculations - Added indexes for performance Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
37 lines
786 B
SQL
37 lines
786 B
SQL
-- =====================================================
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-- PORTFOLIO SCHEMA - ENUMS
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-- =====================================================
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-- Description: Enumerations for portfolio management
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-- Schema: portfolio
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-- Author: Database Agent
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-- Date: 2026-01-25
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-- =====================================================
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-- Risk profile (shared with investment schema)
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CREATE TYPE portfolio.risk_profile AS ENUM (
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'conservative',
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'moderate',
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'aggressive'
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);
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-- Goal status
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CREATE TYPE portfolio.goal_status AS ENUM (
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'active',
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'completed',
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'abandoned'
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);
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-- Rebalance action
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CREATE TYPE portfolio.rebalance_action AS ENUM (
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'buy',
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'sell',
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'hold'
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);
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-- Allocation status
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CREATE TYPE portfolio.allocation_status AS ENUM (
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'active',
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'inactive',
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'rebalancing'
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);
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