Add SQLite passive income dashboard with Excel import and deployment tools

app/database.py

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+"""Small SQLite layer. Each operation owns its connection and transaction."""
+import os
+import sqlite3
+from contextlib import contextmanager
+from pathlib import Path
+from models import canonical_name, name_key, ASSET_TYPES
+
+
+def db_path():
+    return Path(os.environ.get('FINANCE_DB_PATH', '/data/finance.db'))
+
+
+@contextmanager
+def connect(path=None):
+    db = sqlite3.connect(path or db_path(), timeout=5)
+    db.row_factory = sqlite3.Row
+    db.execute('PRAGMA foreign_keys = ON')
+    db.execute('PRAGMA busy_timeout = 5000')
+    try:
+        with db:
+            yield db
+    finally:
+        db.close()
+
+
+def ensure_asset(db, name, asset_type='other', ticker=None):
+    name = canonical_name(name)
+    if asset_type not in ASSET_TYPES:
+        raise ValueError('Ungültiger Positionstyp.')
+    ticker = (ticker or '').strip()
+    if len(ticker) > 30:
+        raise ValueError('Ticker darf maximal 30 Zeichen enthalten.')
+    db.execute('INSERT INTO assets (name, normalized_name, ticker, asset_type) VALUES (?, ?, ?, ?) ON CONFLICT(normalized_name) DO NOTHING',
+               (name, name_key(name), ticker or None, asset_type))
+    return db.execute('SELECT id FROM assets WHERE normalized_name = ?', (name_key(name),)).fetchone()['id']
+
+
+def initialize(path=None):
+    target = Path(path or db_path())
+    target.parent.mkdir(parents=True, exist_ok=True)
+    with connect(target) as db:
+        db.execute('PRAGMA journal_mode = WAL')
+        db.executescript('''
+        CREATE TABLE IF NOT EXISTS assets (
+            id INTEGER PRIMARY KEY, name TEXT NOT NULL,
+            normalized_name TEXT NOT NULL UNIQUE, ticker TEXT,
+            asset_type TEXT NOT NULL CHECK(asset_type IN ('stock','etf','bond','crypto','interest','other')),
+            active INTEGER NOT NULL DEFAULT 1 CHECK(active IN (0,1)),
+            created_at TEXT NOT NULL DEFAULT (strftime('%Y-%m-%dT%H:%M:%fZ','now'))
+        );
+        CREATE TABLE IF NOT EXISTS income_entries (
+            id INTEGER PRIMARY KEY, date TEXT NOT NULL,
+            asset_id INTEGER NOT NULL REFERENCES assets(id) ON DELETE RESTRICT,
+            category TEXT NOT NULL CHECK(category IN ('dividend','interest','distribution','other')),
+            amount INTEGER NOT NULL CHECK(typeof(amount) = 'integer' AND abs(amount) <= 99999999999),
+            note TEXT, expected INTEGER NOT NULL DEFAULT 0 CHECK(expected IN (0,1)),
+            received INTEGER NOT NULL DEFAULT 1 CHECK(received IN (0,1)),
+            created_at TEXT NOT NULL DEFAULT (strftime('%Y-%m-%dT%H:%M:%fZ','now')),
+            updated_at TEXT NOT NULL DEFAULT (strftime('%Y-%m-%dT%H:%M:%fZ','now'))
+        );
+        CREATE INDEX IF NOT EXISTS income_date ON income_entries(date DESC, id DESC);
+        CREATE INDEX IF NOT EXISTS income_asset ON income_entries(asset_id);
+        CREATE TABLE IF NOT EXISTS import_records (
+            fingerprint TEXT PRIMARY KEY,
+            entry_id INTEGER REFERENCES income_entries(id) ON DELETE SET NULL,
+            created_at TEXT NOT NULL DEFAULT CURRENT_TIMESTAMP
+        );
+        PRAGMA user_version = 1;
+        ''')
+        for name, kind in [('AGNC','stock'), ('Main Street Capital','stock'), ('Capital Southwest','stock'),
+                           ('Ares Capital','stock'), ('Realty Income','stock'), ('Enbridge','stock'),
+                           ('Bayer','stock'), ('STOXX Global Select Dividend 100','etf'), ('airBaltic','bond')]:
+            ensure_asset(db, name, kind)