Implement fiscal-style research MVP flows

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() {