Integrate crabrl parser into taxonomy hydration

This commit is contained in:
2026-03-16 15:18:01 -04:00
parent cf084793ed
commit a58b07456e
23 changed files with 4696 additions and 2466 deletions

View File

@@ -1,9 +1,11 @@
import { readFileSync } from 'node:fs';
import { join } from 'node:path';
import type { Database } from 'bun:sqlite';
import { readFileSync } from "node:fs";
import { join } from "node:path";
import type { Database } from "bun:sqlite";
const DEFAULT_SURFACE_ROWS_JSON = '{"income":[],"balance":[],"cash_flow":[],"equity":[],"comprehensive_income":[]}';
const DEFAULT_DETAIL_ROWS_JSON = '{"income":{},"balance":{},"cash_flow":{},"equity":{},"comprehensive_income":{}}';
const DEFAULT_SURFACE_ROWS_JSON =
'{"income":[],"balance":[],"cash_flow":[],"equity":[],"comprehensive_income":[]}';
const DEFAULT_DETAIL_ROWS_JSON =
'{"income":{},"balance":{},"cash_flow":{},"equity":{},"comprehensive_income":{}}';
type MissingColumnDefinition = {
name: string;
@@ -12,36 +14,49 @@ type MissingColumnDefinition = {
export function hasTable(client: Database, tableName: string) {
const row = client
.query('SELECT name FROM sqlite_master WHERE type = ? AND name = ? LIMIT 1')
.get('table', tableName) as { name: string } | null;
.query("SELECT name FROM sqlite_master WHERE type = ? AND name = ? LIMIT 1")
.get("table", tableName) as { name: string } | null;
return row !== null;
}
export function hasColumn(client: Database, tableName: string, columnName: string) {
export function hasColumn(
client: Database,
tableName: string,
columnName: string,
) {
if (!hasTable(client, tableName)) {
return false;
}
const rows = client.query(`PRAGMA table_info(${tableName})`).all() as Array<{ name: string }>;
const rows = client.query(`PRAGMA table_info(${tableName})`).all() as Array<{
name: string;
}>;
return rows.some((row) => row.name === columnName);
}
export function applySqlFile(client: Database, fileName: string) {
const sql = readFileSync(join(process.cwd(), 'drizzle', fileName), 'utf8');
const sql = readFileSync(join(process.cwd(), "drizzle", fileName), "utf8");
client.exec(sql);
}
export function applyBaseSchemaCompat(client: Database) {
const sql = readFileSync(join(process.cwd(), 'drizzle', '0000_cold_silver_centurion.sql'), 'utf8')
.replaceAll('CREATE TABLE `', 'CREATE TABLE IF NOT EXISTS `')
.replaceAll('CREATE UNIQUE INDEX `', 'CREATE UNIQUE INDEX IF NOT EXISTS `')
.replaceAll('CREATE INDEX `', 'CREATE INDEX IF NOT EXISTS `');
const sql = readFileSync(
join(process.cwd(), "drizzle", "0000_cold_silver_centurion.sql"),
"utf8",
)
.replaceAll("CREATE TABLE `", "CREATE TABLE IF NOT EXISTS `")
.replaceAll("CREATE UNIQUE INDEX `", "CREATE UNIQUE INDEX IF NOT EXISTS `")
.replaceAll("CREATE INDEX `", "CREATE INDEX IF NOT EXISTS `");
client.exec(sql);
}
function ensureColumns(client: Database, tableName: string, columns: MissingColumnDefinition[]) {
function ensureColumns(
client: Database,
tableName: string,
columns: MissingColumnDefinition[],
) {
if (!hasTable(client, tableName)) {
return;
}
@@ -54,7 +69,7 @@ function ensureColumns(client: Database, tableName: string, columns: MissingColu
}
function ensureResearchWorkspaceSchema(client: Database) {
if (!hasTable(client, 'research_artifact')) {
if (!hasTable(client, "research_artifact")) {
client.exec(`
CREATE TABLE IF NOT EXISTS \`research_artifact\` (
\`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
@@ -84,7 +99,7 @@ function ensureResearchWorkspaceSchema(client: Database) {
`);
}
if (!hasTable(client, 'research_memo')) {
if (!hasTable(client, "research_memo")) {
client.exec(`
CREATE TABLE IF NOT EXISTS \`research_memo\` (
\`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
@@ -110,7 +125,7 @@ function ensureResearchWorkspaceSchema(client: Database) {
`);
}
if (!hasTable(client, 'research_memo_evidence')) {
if (!hasTable(client, "research_memo_evidence")) {
client.exec(`
CREATE TABLE IF NOT EXISTS \`research_memo_evidence\` (
\`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
@@ -126,15 +141,33 @@ function ensureResearchWorkspaceSchema(client: Database) {
`);
}
client.exec('CREATE INDEX IF NOT EXISTS `research_artifact_ticker_idx` ON `research_artifact` (`user_id`, `ticker`, `updated_at`);');
client.exec('CREATE INDEX IF NOT EXISTS `research_artifact_kind_idx` ON `research_artifact` (`user_id`, `kind`, `updated_at`);');
client.exec('CREATE INDEX IF NOT EXISTS `research_artifact_accession_idx` ON `research_artifact` (`user_id`, `accession_number`);');
client.exec('CREATE INDEX IF NOT EXISTS `research_artifact_source_idx` ON `research_artifact` (`user_id`, `source`, `updated_at`);');
client.exec('CREATE UNIQUE INDEX IF NOT EXISTS `research_memo_ticker_uidx` ON `research_memo` (`user_id`, `ticker`);');
client.exec('CREATE INDEX IF NOT EXISTS `research_memo_updated_idx` ON `research_memo` (`user_id`, `updated_at`);');
client.exec('CREATE INDEX IF NOT EXISTS `research_memo_evidence_memo_idx` ON `research_memo_evidence` (`memo_id`, `section`, `sort_order`);');
client.exec('CREATE INDEX IF NOT EXISTS `research_memo_evidence_artifact_idx` ON `research_memo_evidence` (`artifact_id`);');
client.exec('CREATE UNIQUE INDEX IF NOT EXISTS `research_memo_evidence_unique_uidx` ON `research_memo_evidence` (`memo_id`, `artifact_id`, `section`);');
client.exec(
"CREATE INDEX IF NOT EXISTS `research_artifact_ticker_idx` ON `research_artifact` (`user_id`, `ticker`, `updated_at`);",
);
client.exec(
"CREATE INDEX IF NOT EXISTS `research_artifact_kind_idx` ON `research_artifact` (`user_id`, `kind`, `updated_at`);",
);
client.exec(
"CREATE INDEX IF NOT EXISTS `research_artifact_accession_idx` ON `research_artifact` (`user_id`, `accession_number`);",
);
client.exec(
"CREATE INDEX IF NOT EXISTS `research_artifact_source_idx` ON `research_artifact` (`user_id`, `source`, `updated_at`);",
);
client.exec(
"CREATE UNIQUE INDEX IF NOT EXISTS `research_memo_ticker_uidx` ON `research_memo` (`user_id`, `ticker`);",
);
client.exec(
"CREATE INDEX IF NOT EXISTS `research_memo_updated_idx` ON `research_memo` (`user_id`, `updated_at`);",
);
client.exec(
"CREATE INDEX IF NOT EXISTS `research_memo_evidence_memo_idx` ON `research_memo_evidence` (`memo_id`, `section`, `sort_order`);",
);
client.exec(
"CREATE INDEX IF NOT EXISTS `research_memo_evidence_artifact_idx` ON `research_memo_evidence` (`artifact_id`);",
);
client.exec(
"CREATE UNIQUE INDEX IF NOT EXISTS `research_memo_evidence_unique_uidx` ON `research_memo_evidence` (`memo_id`, `artifact_id`, `section`);",
);
client.exec(`
CREATE VIRTUAL TABLE IF NOT EXISTS \`research_artifact_fts\` USING fts5(
artifact_id UNINDEXED,
@@ -268,7 +301,7 @@ function ensureResearchWorkspaceSchema(client: Database) {
);
`);
client.exec('DELETE FROM `research_artifact_fts`;');
client.exec("DELETE FROM `research_artifact_fts`;");
client.exec(`
INSERT INTO \`research_artifact_fts\` (
\`artifact_id\`,
@@ -297,39 +330,71 @@ function ensureResearchWorkspaceSchema(client: Database) {
}
const TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS = [
'parser_engine',
'parser_version',
'taxonomy_regime',
'fiscal_pack',
'faithful_rows',
'surface_rows',
'detail_rows',
'kpi_rows',
'normalization_summary'
"parser_engine",
"parser_version",
"taxonomy_regime",
"fiscal_pack",
"faithful_rows",
"surface_rows",
"detail_rows",
"kpi_rows",
"computed_definitions",
"normalization_summary",
] as const;
function ensureTaxonomySnapshotCompat(client: Database) {
if (!hasTable(client, 'filing_taxonomy_snapshot')) {
if (!hasTable(client, "filing_taxonomy_snapshot")) {
return;
}
ensureColumns(client, 'filing_taxonomy_snapshot', [
{ name: 'parser_engine', sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `parser_engine` text NOT NULL DEFAULT 'fiscal-xbrl';" },
{ name: 'parser_version', sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `parser_version` text NOT NULL DEFAULT 'unknown';" },
{ name: 'taxonomy_regime', sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `taxonomy_regime` text NOT NULL DEFAULT 'unknown';" },
{ name: 'fiscal_pack', sql: 'ALTER TABLE `filing_taxonomy_snapshot` ADD `fiscal_pack` text;' },
{ name: 'faithful_rows', sql: 'ALTER TABLE `filing_taxonomy_snapshot` ADD `faithful_rows` text;' },
{ name: 'surface_rows', sql: 'ALTER TABLE `filing_taxonomy_snapshot` ADD `surface_rows` text;' },
{ name: 'detail_rows', sql: 'ALTER TABLE `filing_taxonomy_snapshot` ADD `detail_rows` text;' },
{ name: 'kpi_rows', sql: 'ALTER TABLE `filing_taxonomy_snapshot` ADD `kpi_rows` text;' },
{ name: 'normalization_summary', sql: 'ALTER TABLE `filing_taxonomy_snapshot` ADD `normalization_summary` text;' }
ensureColumns(client, "filing_taxonomy_snapshot", [
{
name: "parser_engine",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `parser_engine` text NOT NULL DEFAULT 'fiscal-xbrl';",
},
{
name: "parser_version",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `parser_version` text NOT NULL DEFAULT 'unknown';",
},
{
name: "taxonomy_regime",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `taxonomy_regime` text NOT NULL DEFAULT 'unknown';",
},
{
name: "fiscal_pack",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `fiscal_pack` text;",
},
{
name: "faithful_rows",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `faithful_rows` text;",
},
{
name: "surface_rows",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `surface_rows` text;",
},
{
name: "detail_rows",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `detail_rows` text;",
},
{
name: "kpi_rows",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `kpi_rows` text;",
},
{
name: "computed_definitions",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `computed_definitions` text;",
},
{
name: "normalization_summary",
sql: "ALTER TABLE `filing_taxonomy_snapshot` ADD `normalization_summary` text;",
},
]);
for (const columnName of TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS) {
if (!hasColumn(client, 'filing_taxonomy_snapshot', columnName)) {
if (!hasColumn(client, "filing_taxonomy_snapshot", columnName)) {
throw new Error(
`Schema compat failed: filing_taxonomy_snapshot missing required column '${columnName}'. ` +
`Delete the database file and restart to rebuild schema.`
`Delete the database file and restart to rebuild schema.`,
);
}
}
@@ -340,12 +405,13 @@ function ensureTaxonomySnapshotCompat(client: Database) {
\`faithful_rows\` = COALESCE(\`faithful_rows\`, \`statement_rows\`),
\`surface_rows\` = COALESCE(\`surface_rows\`, '${DEFAULT_SURFACE_ROWS_JSON}'),
\`detail_rows\` = COALESCE(\`detail_rows\`, '${DEFAULT_DETAIL_ROWS_JSON}'),
\`kpi_rows\` = COALESCE(\`kpi_rows\`, '[]');
\`kpi_rows\` = COALESCE(\`kpi_rows\`, '[]'),
\`computed_definitions\` = COALESCE(\`computed_definitions\`, '[]');
`);
}
function ensureTaxonomyContextCompat(client: Database) {
if (!hasTable(client, 'filing_taxonomy_context')) {
if (!hasTable(client, "filing_taxonomy_context")) {
client.exec(`
CREATE TABLE IF NOT EXISTS \`filing_taxonomy_context\` (
\`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
@@ -364,35 +430,93 @@ function ensureTaxonomyContextCompat(client: Database) {
`);
}
client.exec('CREATE INDEX IF NOT EXISTS `filing_taxonomy_context_snapshot_idx` ON `filing_taxonomy_context` (`snapshot_id`);');
client.exec('CREATE UNIQUE INDEX IF NOT EXISTS `filing_taxonomy_context_uidx` ON `filing_taxonomy_context` (`snapshot_id`,`context_id`);');
client.exec(
"CREATE INDEX IF NOT EXISTS `filing_taxonomy_context_snapshot_idx` ON `filing_taxonomy_context` (`snapshot_id`);",
);
client.exec(
"CREATE UNIQUE INDEX IF NOT EXISTS `filing_taxonomy_context_uidx` ON `filing_taxonomy_context` (`snapshot_id`,`context_id`);",
);
}
function ensureTaxonomyConceptCompat(client: Database) {
ensureColumns(client, 'filing_taxonomy_concept', [
{ name: 'balance', sql: 'ALTER TABLE `filing_taxonomy_concept` ADD `balance` text;' },
{ name: 'period_type', sql: 'ALTER TABLE `filing_taxonomy_concept` ADD `period_type` text;' },
{ name: 'data_type', sql: 'ALTER TABLE `filing_taxonomy_concept` ADD `data_type` text;' },
{ name: 'authoritative_concept_key', sql: 'ALTER TABLE `filing_taxonomy_concept` ADD `authoritative_concept_key` text;' },
{ name: 'mapping_method', sql: 'ALTER TABLE `filing_taxonomy_concept` ADD `mapping_method` text;' },
{ name: 'surface_key', sql: 'ALTER TABLE `filing_taxonomy_concept` ADD `surface_key` text;' },
{ name: 'detail_parent_surface_key', sql: 'ALTER TABLE `filing_taxonomy_concept` ADD `detail_parent_surface_key` text;' },
{ name: 'kpi_key', sql: 'ALTER TABLE `filing_taxonomy_concept` ADD `kpi_key` text;' },
{ name: 'residual_flag', sql: 'ALTER TABLE `filing_taxonomy_concept` ADD `residual_flag` integer NOT NULL DEFAULT false;' }
ensureColumns(client, "filing_taxonomy_concept", [
{
name: "balance",
sql: "ALTER TABLE `filing_taxonomy_concept` ADD `balance` text;",
},
{
name: "period_type",
sql: "ALTER TABLE `filing_taxonomy_concept` ADD `period_type` text;",
},
{
name: "data_type",
sql: "ALTER TABLE `filing_taxonomy_concept` ADD `data_type` text;",
},
{
name: "authoritative_concept_key",
sql: "ALTER TABLE `filing_taxonomy_concept` ADD `authoritative_concept_key` text;",
},
{
name: "mapping_method",
sql: "ALTER TABLE `filing_taxonomy_concept` ADD `mapping_method` text;",
},
{
name: "surface_key",
sql: "ALTER TABLE `filing_taxonomy_concept` ADD `surface_key` text;",
},
{
name: "detail_parent_surface_key",
sql: "ALTER TABLE `filing_taxonomy_concept` ADD `detail_parent_surface_key` text;",
},
{
name: "kpi_key",
sql: "ALTER TABLE `filing_taxonomy_concept` ADD `kpi_key` text;",
},
{
name: "residual_flag",
sql: "ALTER TABLE `filing_taxonomy_concept` ADD `residual_flag` integer NOT NULL DEFAULT false;",
},
]);
}
function ensureTaxonomyFactCompat(client: Database) {
ensureColumns(client, 'filing_taxonomy_fact', [
{ name: 'data_type', sql: 'ALTER TABLE `filing_taxonomy_fact` ADD `data_type` text;' },
{ name: 'authoritative_concept_key', sql: 'ALTER TABLE `filing_taxonomy_fact` ADD `authoritative_concept_key` text;' },
{ name: 'mapping_method', sql: 'ALTER TABLE `filing_taxonomy_fact` ADD `mapping_method` text;' },
{ name: 'surface_key', sql: 'ALTER TABLE `filing_taxonomy_fact` ADD `surface_key` text;' },
{ name: 'detail_parent_surface_key', sql: 'ALTER TABLE `filing_taxonomy_fact` ADD `detail_parent_surface_key` text;' },
{ name: 'kpi_key', sql: 'ALTER TABLE `filing_taxonomy_fact` ADD `kpi_key` text;' },
{ name: 'residual_flag', sql: 'ALTER TABLE `filing_taxonomy_fact` ADD `residual_flag` integer NOT NULL DEFAULT false;' },
{ name: 'precision', sql: 'ALTER TABLE `filing_taxonomy_fact` ADD `precision` text;' },
{ name: 'nil', sql: 'ALTER TABLE `filing_taxonomy_fact` ADD `nil` integer NOT NULL DEFAULT false;' }
ensureColumns(client, "filing_taxonomy_fact", [
{
name: "data_type",
sql: "ALTER TABLE `filing_taxonomy_fact` ADD `data_type` text;",
},
{
name: "authoritative_concept_key",
sql: "ALTER TABLE `filing_taxonomy_fact` ADD `authoritative_concept_key` text;",
},
{
name: "mapping_method",
sql: "ALTER TABLE `filing_taxonomy_fact` ADD `mapping_method` text;",
},
{
name: "surface_key",
sql: "ALTER TABLE `filing_taxonomy_fact` ADD `surface_key` text;",
},
{
name: "detail_parent_surface_key",
sql: "ALTER TABLE `filing_taxonomy_fact` ADD `detail_parent_surface_key` text;",
},
{
name: "kpi_key",
sql: "ALTER TABLE `filing_taxonomy_fact` ADD `kpi_key` text;",
},
{
name: "residual_flag",
sql: "ALTER TABLE `filing_taxonomy_fact` ADD `residual_flag` integer NOT NULL DEFAULT false;",
},
{
name: "precision",
sql: "ALTER TABLE `filing_taxonomy_fact` ADD `precision` text;",
},
{
name: "nil",
sql: "ALTER TABLE `filing_taxonomy_fact` ADD `nil` integer NOT NULL DEFAULT false;",
},
]);
}
@@ -405,18 +529,18 @@ function ensureTaxonomyCompat(client: Database) {
export function ensureLocalSqliteSchema(client: Database) {
const missingBaseSchema = [
'filing',
'watchlist_item',
'holding',
'task_run',
'portfolio_insight'
"filing",
"watchlist_item",
"holding",
"task_run",
"portfolio_insight",
].some((tableName) => !hasTable(client, tableName));
if (missingBaseSchema) {
applyBaseSchemaCompat(client);
}
if (!hasTable(client, 'user')) {
if (!hasTable(client, "user")) {
client.exec(`
CREATE TABLE IF NOT EXISTS \`user\` (
\`id\` text PRIMARY KEY NOT NULL,
@@ -432,10 +556,12 @@ export function ensureLocalSqliteSchema(client: Database) {
\`banExpires\` integer
);
`);
client.exec('CREATE UNIQUE INDEX IF NOT EXISTS `user_email_uidx` ON `user` (`email`);');
client.exec(
"CREATE UNIQUE INDEX IF NOT EXISTS `user_email_uidx` ON `user` (`email`);",
);
}
if (!hasTable(client, 'organization')) {
if (!hasTable(client, "organization")) {
client.exec(`
CREATE TABLE IF NOT EXISTS \`organization\` (
\`id\` text PRIMARY KEY NOT NULL,
@@ -446,46 +572,86 @@ export function ensureLocalSqliteSchema(client: Database) {
\`metadata\` text
);
`);
client.exec('CREATE UNIQUE INDEX IF NOT EXISTS `organization_slug_uidx` ON `organization` (`slug`);');
client.exec(
"CREATE UNIQUE INDEX IF NOT EXISTS `organization_slug_uidx` ON `organization` (`slug`);",
);
}
if (!hasTable(client, 'filing_statement_snapshot')) {
applySqlFile(client, '0001_glossy_statement_snapshots.sql');
if (!hasTable(client, "filing_statement_snapshot")) {
applySqlFile(client, "0001_glossy_statement_snapshots.sql");
}
ensureColumns(client, 'task_run', [
{ name: 'stage', sql: "ALTER TABLE `task_run` ADD `stage` text NOT NULL DEFAULT 'queued';" },
{ name: 'stage_detail', sql: 'ALTER TABLE `task_run` ADD `stage_detail` text;' },
{ name: 'stage_context', sql: 'ALTER TABLE `task_run` ADD `stage_context` text;' },
{ name: 'resource_key', sql: 'ALTER TABLE `task_run` ADD `resource_key` text;' },
{ name: 'notification_read_at', sql: 'ALTER TABLE `task_run` ADD `notification_read_at` text;' },
{ name: 'notification_silenced_at', sql: 'ALTER TABLE `task_run` ADD `notification_silenced_at` text;' }
ensureColumns(client, "task_run", [
{
name: "stage",
sql: "ALTER TABLE `task_run` ADD `stage` text NOT NULL DEFAULT 'queued';",
},
{
name: "stage_detail",
sql: "ALTER TABLE `task_run` ADD `stage_detail` text;",
},
{
name: "stage_context",
sql: "ALTER TABLE `task_run` ADD `stage_context` text;",
},
{
name: "resource_key",
sql: "ALTER TABLE `task_run` ADD `resource_key` text;",
},
{
name: "notification_read_at",
sql: "ALTER TABLE `task_run` ADD `notification_read_at` text;",
},
{
name: "notification_silenced_at",
sql: "ALTER TABLE `task_run` ADD `notification_silenced_at` text;",
},
]);
if (!hasTable(client, 'task_stage_event')) {
applySqlFile(client, '0003_task_stage_event_timeline.sql');
if (!hasTable(client, "task_stage_event")) {
applySqlFile(client, "0003_task_stage_event_timeline.sql");
}
if (hasTable(client, 'task_stage_event') && !hasColumn(client, 'task_stage_event', 'stage_context')) {
client.exec('ALTER TABLE `task_stage_event` ADD `stage_context` text;');
if (
hasTable(client, "task_stage_event") &&
!hasColumn(client, "task_stage_event", "stage_context")
) {
client.exec("ALTER TABLE `task_stage_event` ADD `stage_context` text;");
}
client.exec('CREATE INDEX IF NOT EXISTS `task_user_updated_idx` ON `task_run` (`user_id`, `updated_at`);');
client.exec(
"CREATE INDEX IF NOT EXISTS `task_user_updated_idx` ON `task_run` (`user_id`, `updated_at`);",
);
client.exec(`CREATE UNIQUE INDEX IF NOT EXISTS task_active_resource_uidx
ON task_run (user_id, task_type, resource_key)
WHERE resource_key IS NOT NULL AND status IN ('queued', 'running');`);
ensureColumns(client, 'watchlist_item', [
{ name: 'category', sql: 'ALTER TABLE `watchlist_item` ADD `category` 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;' }
ensureColumns(client, "watchlist_item", [
{
name: "category",
sql: "ALTER TABLE `watchlist_item` ADD `category` 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;",
},
]);
if (hasTable(client, 'watchlist_item')) {
if (hasTable(client, "watchlist_item")) {
client.exec(`
UPDATE \`watchlist_item\`
SET
@@ -503,27 +669,32 @@ WHERE resource_key IS NOT NULL AND status IN ('queued', 'running');`);
END;
`);
client.exec('CREATE INDEX IF NOT EXISTS `watchlist_user_updated_idx` ON `watchlist_item` (`user_id`, `updated_at`);');
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, "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, "filing_taxonomy_snapshot")) {
applySqlFile(client, "0005_financial_taxonomy_v3.sql");
}
ensureTaxonomyCompat(client);
if (!hasTable(client, 'company_financial_bundle')) {
applySqlFile(client, '0007_company_financial_bundles.sql');
if (!hasTable(client, "company_financial_bundle")) {
applySqlFile(client, "0007_company_financial_bundles.sql");
}
if (!hasTable(client, 'company_overview_cache')) {
applySqlFile(client, '0012_company_overview_cache.sql');
if (!hasTable(client, "company_overview_cache")) {
applySqlFile(client, "0012_company_overview_cache.sql");
}
if (!hasTable(client, 'research_journal_entry')) {
if (!hasTable(client, "research_journal_entry")) {
client.exec(`
CREATE TABLE IF NOT EXISTS \`research_journal_entry\` (
\`id\` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
@@ -539,12 +710,16 @@ WHERE resource_key IS NOT NULL AND status IN ('queued', 'running');`);
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`);');
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`);",
);
}
if (!hasTable(client, 'search_document')) {
applySqlFile(client, '0008_search_rag.sql');
if (!hasTable(client, "search_document")) {
applySqlFile(client, "0008_search_rag.sql");
}
ensureResearchWorkspaceSchema(client);
@@ -555,7 +730,7 @@ export const __sqliteSchemaCompatInternals = {
applySqlFile,
hasColumn,
hasTable,
TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS
TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS,
};
export { TAXONOMY_SNAPSHOT_REQUIRED_COLUMNS };