69 lines
3.1 KiB
Python
69 lines
3.1 KiB
Python
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"""add advisory investment goal table
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Compatibility proof: this revision only creates ``advisor_investment_goal``. It does not
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alter, rename, delete, or reuse any table or field defined by the immutable baseline.
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``client_facing_content`` is referenced as its existing, unchanged content-review resource.
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"""
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from alembic import op
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revision = "20260910_advisor_investment_goal"
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down_revision = "20260910_drop_review_separation"
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branch_labels = None
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depends_on = None
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def upgrade() -> None:
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op.execute(
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"""
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CREATE TABLE advisor_investment_goal (
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id BIGINT UNSIGNED NOT NULL AUTO_INCREMENT,
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goal_no VARCHAR(36) NOT NULL,
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customer_id BIGINT UNSIGNED NOT NULL,
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status VARCHAR(24) NOT NULL,
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annualized_return_lower_pct DECIMAL(7,4) NOT NULL,
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annualized_return_upper_pct DECIMAL(7,4) NOT NULL,
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max_drawdown_pct DECIMAL(7,4) NOT NULL,
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liquidity_requirement VARCHAR(32) NOT NULL,
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investment_horizon_months INT UNSIGNED NOT NULL,
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benchmark_name VARCHAR(128) NOT NULL,
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notes TEXT NULL,
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source VARCHAR(16) NOT NULL,
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goal_book_content_id BIGINT UNSIGNED NOT NULL,
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created_by BIGINT UNSIGNED NOT NULL,
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confirmed_by BIGINT UNSIGNED NULL,
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confirmed_at DATETIME(6) NULL,
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created_at DATETIME(6) NOT NULL,
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updated_at DATETIME(6) NOT NULL,
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PRIMARY KEY (id),
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UNIQUE KEY uk_advisor_investment_goal_no (goal_no),
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UNIQUE KEY uk_advisor_investment_goal_book (goal_book_content_id),
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KEY idx_advisor_investment_goal_customer_status (customer_id, status, created_at),
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CONSTRAINT chk_advisor_investment_goal_status
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CHECK (status IN ('pending_confirmation', 'confirmed', 'superseded')),
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CONSTRAINT chk_advisor_investment_goal_return_range
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CHECK (annualized_return_lower_pct <= annualized_return_upper_pct),
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CONSTRAINT chk_advisor_investment_goal_return_lower
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CHECK (annualized_return_lower_pct BETWEEN 0 AND 100),
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CONSTRAINT chk_advisor_investment_goal_return_upper
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CHECK (annualized_return_upper_pct BETWEEN 0 AND 100),
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CONSTRAINT chk_advisor_investment_goal_drawdown
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CHECK (max_drawdown_pct BETWEEN 0 AND 100),
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CONSTRAINT chk_advisor_investment_goal_horizon
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CHECK (investment_horizon_months BETWEEN 1 AND 600),
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CONSTRAINT fk_advisor_investment_goal_customer
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FOREIGN KEY (customer_id) REFERENCES sys_user(id),
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CONSTRAINT fk_advisor_investment_goal_book
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FOREIGN KEY (goal_book_content_id) REFERENCES client_facing_content(id),
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CONSTRAINT fk_advisor_investment_goal_creator
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FOREIGN KEY (created_by) REFERENCES sys_user(id),
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CONSTRAINT fk_advisor_investment_goal_confirmer
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FOREIGN KEY (confirmed_by) REFERENCES sys_user(id)
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 COLLATE=utf8mb4_0900_ai_ci
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"""
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)
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def downgrade() -> None:
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raise RuntimeError("投资目标记录不得自动删除，请使用前向兼容迁移")
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