Implement fiscal-style research MVP flows

lib/server/db/index.test.ts

@@ -20,14 +20,23 @@ describe('sqlite schema compatibility bootstrap', () => {
     applyMigration(client, '0003_task_stage_event_timeline.sql');
 
     expect(__dbInternals.hasColumn(client, 'watchlist_item', 'category')).toBe(false);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'status')).toBe(false);
+    expect(__dbInternals.hasColumn(client, 'holding', 'company_name')).toBe(false);
     expect(__dbInternals.hasTable(client, 'filing_taxonomy_snapshot')).toBe(false);
+    expect(__dbInternals.hasTable(client, 'research_journal_entry')).toBe(false);
 
     __dbInternals.ensureLocalSqliteSchema(client);
 
     expect(__dbInternals.hasColumn(client, 'watchlist_item', 'category')).toBe(true);
     expect(__dbInternals.hasColumn(client, 'watchlist_item', 'tags')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'status')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'priority')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'updated_at')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'watchlist_item', 'last_reviewed_at')).toBe(true);
+    expect(__dbInternals.hasColumn(client, 'holding', 'company_name')).toBe(true);
     expect(__dbInternals.hasTable(client, 'filing_taxonomy_snapshot')).toBe(true);
     expect(__dbInternals.hasTable(client, 'filing_taxonomy_fact')).toBe(true);
+    expect(__dbInternals.hasTable(client, 'research_journal_entry')).toBe(true);
 
     client.close();
   });

lib/server/db/index.ts

@@ -78,7 +78,11 @@ function ensureLocalSqliteSchema(client: Database) {
   if (hasTable(client, 'watchlist_item')) {
     const missingWatchlistColumns: Array<{ name: string; sql: string }> = [
       { name: 'category', sql: 'ALTER TABLE `watchlist_item` ADD `category` text;' },
-      { name: 'tags', sql: 'ALTER TABLE `watchlist_item` ADD `tags` text;' }
+      { name: 'tags', sql: 'ALTER TABLE `watchlist_item` ADD `tags` text;' },
+      { name: 'status', sql: "ALTER TABLE `watchlist_item` ADD `status` text NOT NULL DEFAULT 'backlog';" },
+      { name: 'priority', sql: "ALTER TABLE `watchlist_item` ADD `priority` text NOT NULL DEFAULT 'medium';" },
+      { name: 'updated_at', sql: "ALTER TABLE `watchlist_item` ADD `updated_at` text NOT NULL DEFAULT '';" },
+      { name: 'last_reviewed_at', sql: 'ALTER TABLE `watchlist_item` ADD `last_reviewed_at` text;' }
     ];
 
     for (const column of missingWatchlistColumns) {
@@ -86,11 +90,54 @@ function ensureLocalSqliteSchema(client: Database) {
         client.exec(column.sql);
       }
     }
+
+    client.exec(`
+      UPDATE \`watchlist_item\`
+      SET
+        \`status\` = CASE
+          WHEN \`status\` IS NULL OR TRIM(\`status\`) = '' THEN 'backlog'
+          ELSE \`status\`
+        END,
+        \`priority\` = CASE
+          WHEN \`priority\` IS NULL OR TRIM(\`priority\`) = '' THEN 'medium'
+          ELSE \`priority\`
+        END,
+        \`updated_at\` = CASE
+          WHEN \`updated_at\` IS NULL OR TRIM(\`updated_at\`) = '' THEN COALESCE(NULLIF(\`created_at\`, ''), CURRENT_TIMESTAMP)
+          ELSE \`updated_at\`
+        END;
+    `);
+
+    client.exec('CREATE INDEX IF NOT EXISTS `watchlist_user_updated_idx` ON `watchlist_item` (`user_id`, `updated_at`);');
+  }
+
+  if (hasTable(client, 'holding') && !hasColumn(client, 'holding', 'company_name')) {
+    client.exec('ALTER TABLE `holding` ADD `company_name` text;');
   }
 
   if (!hasTable(client, 'filing_taxonomy_snapshot')) {
     applySqlFile(client, '0005_financial_taxonomy_v3.sql');
   }
+
+  if (!hasTable(client, 'research_journal_entry')) {
+    client.exec(`
+      CREATE TABLE IF NOT EXISTS \`research_journal_entry\` (
+        \`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
+        \`user_id\` text NOT NULL,
+        \`ticker\` text NOT NULL,
+        \`accession_number\` text,
+        \`entry_type\` text NOT NULL,
+        \`title\` text,
+        \`body_markdown\` text NOT NULL,
+        \`metadata\` text,
+        \`created_at\` text NOT NULL,
+        \`updated_at\` text NOT NULL,
+        FOREIGN KEY (\`user_id\`) REFERENCES \`user\`(\`id\`) ON UPDATE no action ON DELETE cascade
+      );
+    `);
+    client.exec('CREATE INDEX IF NOT EXISTS `research_journal_ticker_idx` ON `research_journal_entry` (`user_id`, `ticker`, `created_at`);');
+    client.exec('CREATE INDEX IF NOT EXISTS `research_journal_accession_idx` ON `research_journal_entry` (`user_id`, `accession_number`);');
+  }
 }
 
 export function getSqliteClient() {

lib/server/db/schema.ts

@@ -27,6 +27,9 @@ type TaxonomyAssetType =
 
 type TaxonomyParseStatus = 'ready' | 'partial' | 'failed';
 type TaxonomyMetricValidationStatus = 'not_run' | 'matched' | 'mismatch' | 'error';
+type CoverageStatus = 'backlog' | 'active' | 'watch' | 'archive';
+type CoveragePriority = 'low' | 'medium' | 'high';
+type ResearchJournalEntryType = 'note' | 'filing_note' | 'status_change';
 
 type FilingAnalysis = {
   provider?: string;
@@ -269,16 +272,22 @@ export const watchlistItem = sqliteTable('watchlist_item', {
   sector: text('sector'),
   category: text('category'),
   tags: text('tags', { mode: 'json' }).$type<string[]>(),
-  created_at: text('created_at').notNull()
+  status: text('status').$type<CoverageStatus>().notNull().default('backlog'),
+  priority: text('priority').$type<CoveragePriority>().notNull().default('medium'),
+  created_at: text('created_at').notNull(),
+  updated_at: text('updated_at').notNull(),
+  last_reviewed_at: text('last_reviewed_at')
 }, (table) => ({
   watchlistUserTickerUnique: uniqueIndex('watchlist_user_ticker_uidx').on(table.user_id, table.ticker),
-  watchlistUserCreatedIndex: index('watchlist_user_created_idx').on(table.user_id, table.created_at)
+  watchlistUserCreatedIndex: index('watchlist_user_created_idx').on(table.user_id, table.created_at),
+  watchlistUserUpdatedIndex: index('watchlist_user_updated_idx').on(table.user_id, table.updated_at)
 }));
 
 export const holding = sqliteTable('holding', {
   id: integer('id').primaryKey({ autoIncrement: true }),
   user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
   ticker: text('ticker').notNull(),
+  company_name: text('company_name'),
   shares: numeric('shares').notNull(),
   avg_cost: numeric('avg_cost').notNull(),
   current_price: numeric('current_price'),
@@ -520,6 +529,22 @@ export const portfolioInsight = sqliteTable('portfolio_insight', {
   insightUserCreatedIndex: index('insight_user_created_idx').on(table.user_id, table.created_at)
 }));
 
+export const researchJournalEntry = sqliteTable('research_journal_entry', {
+  id: integer('id').primaryKey({ autoIncrement: true }),
+  user_id: text('user_id').notNull().references(() => user.id, { onDelete: 'cascade' }),
+  ticker: text('ticker').notNull(),
+  accession_number: text('accession_number'),
+  entry_type: text('entry_type').$type<ResearchJournalEntryType>().notNull(),
+  title: text('title'),
+  body_markdown: text('body_markdown').notNull(),
+  metadata: text('metadata', { mode: 'json' }).$type<Record<string, unknown> | null>(),
+  created_at: text('created_at').notNull(),
+  updated_at: text('updated_at').notNull()
+}, (table) => ({
+  researchJournalTickerIndex: index('research_journal_ticker_idx').on(table.user_id, table.ticker, table.created_at),
+  researchJournalAccessionIndex: index('research_journal_accession_idx').on(table.user_id, table.accession_number)
+}));
+
 export const authSchema = {
   user,
   session,
@@ -543,7 +568,8 @@ export const appSchema = {
   filingLink,
   taskRun,
   taskStageEvent,
-  portfolioInsight
+  portfolioInsight,
+  researchJournalEntry
 };
 
 export const schema = {