WIP main worktree changes before merge

app/analysis/page.tsx

@@ -137,7 +137,9 @@ function AnalysisPageContent() {
             <PriceHistoryCard
               loading={loading}
               priceHistory={analysis.priceHistory}
+              benchmarkHistory={analysis.benchmarkHistory}
               quote={analysis.quote}
+              position={analysis.position}
             />
           </section>
 

app/financials/page.tsx

@@ -700,6 +700,10 @@ function FinancialsPageContent() {
     return null;
   }, [displayMode, financials?.statementRows, surfaceKind]);
 
+  const hasUnmappedResidualRows = useMemo(() => {
+    return (financials?.statementDetails?.unmapped?.length ?? 0) > 0;
+  }, [financials?.statementDetails]);
+
   const trendSeries = financials?.trendSeries ?? [];
   const chartData = useMemo(() => {
     return periods.map((period) => ({
@@ -1042,9 +1046,16 @@ function FinancialsPageContent() {
         ) : (
           <div className="space-y-3">
             {isStatementSurfaceKind(surfaceKind) ? (
-              <p className="text-xs uppercase tracking-[0.24em] text-[color:var(--terminal-muted)]">
+              <div className="space-y-2">
-                USD · {valueScaleLabel}
+                <p className="text-xs uppercase tracking-[0.24em] text-[color:var(--terminal-muted)]">
-              </p>
+                  USD · {valueScaleLabel}
+                </p>
+                {isTreeStatementMode && hasUnmappedResidualRows ? (
+                  <p className="text-sm text-[color:var(--terminal-muted)]">
+                    Parser residual rows are available under the <span className="text-[color:var(--terminal-bright)]">Unmapped / Residual</span> section.
+                  </p>
+                ) : null}
+              </div>
             ) : null}
             {isTreeStatementMode && treeModel ? (
               <StatementMatrix

bun.lock

@@ -17,6 +17,7 @@
         "date-fns": "^4.1.0",
         "drizzle-orm": "^0.41.0",
         "elysia": "latest",
+        "html-to-image": "^1.11.13",
         "lucide-react": "^0.575.0",
         "next": "^16.1.6",
         "react": "^19.2.4",
@@ -1068,6 +1069,8 @@
 
     "hono": ["hono@4.11.4", "", {}, "sha512-U7tt8JsyrxSRKspfhtLET79pU8K+tInj5QZXs1jSugO1Vq5dFj3kmZsRldo29mTBfcjDRVRXrEZ6LS63Cog9ZA=="],
 
+    "html-to-image": ["html-to-image@1.11.13", "", {}, "sha512-cuOPoI7WApyhBElTTb9oqsawRvZ0rHhaHwghRLlTuffoD1B2aDemlCruLeZrUIIdvG7gs9xeELEPm6PhuASqrg=="],
+
     "htmlparser2": ["htmlparser2@10.1.0", "", { "dependencies": { "domelementtype": "^2.3.0", "domhandler": "^5.0.3", "domutils": "^3.2.2", "entities": "^7.0.1" } }, "sha512-VTZkM9GWRAtEpveh7MSF6SjjrpNVNNVJfFup7xTY3UpFtm67foy9HDVXneLtFVt4pMz5kZtgNcvCniNFb1hlEQ=="],
 
     "http-cache-semantics": ["http-cache-semantics@4.2.0", "", {}, "sha512-dTxcvPXqPvXBQpq5dUr6mEMJX4oIEFv6bwom3FDwKRDsuIjjJGANqhBuoAn9c1RQJIdAKav33ED65E2ys+87QQ=="],

components/analysis/price-history-card.tsx

@@ -1,120 +1,127 @@
 'use client';
 
 import { format } from 'date-fns';
-import { CartesianGrid, Line, LineChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 import { Panel } from '@/components/ui/panel';
 import { formatCurrency } from '@/lib/format';
+import { InteractivePriceChart } from '@/components/charts/interactive-price-chart';
+import type { DataSeries, Holding } from '@/lib/types';
 
 type PriceHistoryCardProps = {
   loading: boolean;
   priceHistory: Array<{ date: string; close: number }>;
+  benchmarkHistory: Array<{ date: string; close: number }>;
   quote: number;
+  position: Holding | null;
 };
 
-const CHART_TEXT = '#f3f5f7';
-const CHART_MUTED = '#a1a9b3';
-const CHART_GRID = 'rgba(196, 202, 211, 0.18)';
-const CHART_TOOLTIP_BG = 'rgba(31, 34, 39, 0.96)';
-const CHART_TOOLTIP_BORDER = 'rgba(220, 226, 234, 0.24)';
-
-function formatShortDate(value: string) {
-  const parsed = new Date(value);
-  return Number.isNaN(parsed.getTime()) ? value : format(parsed, 'MMM yy');
-}
-
 function formatLongDate(value: string) {
   const parsed = new Date(value);
   return Number.isNaN(parsed.getTime()) ? value : format(parsed, 'MMM dd, yyyy');
 }
 
+function asFiniteNumber(value: string | number | null | undefined) {
+  if (value === null || value === undefined) {
+    return null;
+  }
+
+  const parsed = typeof value === 'number' ? value : Number(value);
+  return Number.isFinite(parsed) ? parsed : null;
+}
+
 export function PriceHistoryCard(props: PriceHistoryCardProps) {
-  const series = props.priceHistory.map((point) => ({
+  const firstPoint = props.priceHistory[0];
-    ...point,
+  const lastPoint = props.priceHistory[props.priceHistory.length - 1];
-    label: formatShortDate(point.date)
+  const inPortfolio = props.position !== null;
-  }));
+
-  const firstPoint = props.priceHistory[0] ?? null;
+  const defaultChange = firstPoint && lastPoint ? lastPoint.close - firstPoint.close : null;
-  const lastPoint = props.priceHistory[props.priceHistory.length - 1] ?? null;
+  const defaultChangePct = firstPoint && firstPoint.close > 0 && defaultChange !== null
-  const change = firstPoint && lastPoint ? lastPoint.close - firstPoint.close : null;
+    ? (defaultChange / firstPoint.close) * 100
-  const changePct = firstPoint && lastPoint && firstPoint.close !== 0
-    ? ((lastPoint.close - firstPoint.close) / firstPoint.close) * 100
     : null;
+  const holdingChange = asFiniteNumber(props.position?.gain_loss);
+  const holdingChangePct = asFiniteNumber(props.position?.gain_loss_pct);
+
+  const change = inPortfolio ? holdingChange : defaultChange;
+  const changePct = inPortfolio ? holdingChangePct : defaultChangePct;
+  const rangeLabel = inPortfolio ? 'Holding return' : '1Y return';
+  const changeLabel = inPortfolio ? 'Holding P/L' : '1Y change';
+  const dateRange = inPortfolio
+    ? props.position?.created_at && (props.position.last_price_at ?? lastPoint?.date)
+      ? `${formatLongDate(props.position.created_at)} to ${formatLongDate(props.position.last_price_at ?? lastPoint?.date ?? '')}`
+      : 'No holding period available'
+    : firstPoint && lastPoint
+      ? `${formatLongDate(firstPoint.date)} to ${formatLongDate(lastPoint.date)}`
+      : 'No comparison range';
+  const statusToneClass = inPortfolio ? 'text-[#96f5bf]' : 'text-[color:var(--terminal-bright)]';
+  const performanceToneClass = change !== null && change < 0 ? 'text-[#ff9f9f]' : 'text-[#96f5bf]';
+
+  const chartData = props.priceHistory.map(point => ({
+    date: point.date,
+    price: point.close
+  }));
+  const comparisonSeries: DataSeries[] = [
+    {
+      id: 'stock',
+      label: 'Stock',
+      data: chartData,
+      color: '#96f5bf',
+      type: 'line'
+    },
+    {
+      id: 'sp500',
+      label: 'S&P 500',
+      data: props.benchmarkHistory.map((point) => ({
+        date: point.date,
+        price: point.close
+      })),
+      color: '#8ba0b8',
+      type: 'line'
+    }
+  ];
+
+  const helperText = Number.isFinite(props.quote)
+    ? `Spot price ${formatCurrency(props.quote)}`
+    : 'Spot price unavailable';
 
   return (
-    <Panel
+    <Panel title="Price chart" subtitle="Interactive chart with historical data">
-      title="Price chart"
+      <div className="space-y-4">
-      subtitle="One-year weekly close with current spot price and trailing move."
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-3">
-      className="h-full pt-2"
+          <div className="border-b border-[color:var(--line-weak)] px-4 py-4 sm:border-b-0 sm:border-r">
-    >
+            <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">Portfolio status</p>
-      <div className="grid gap-4 xl:grid-cols-[minmax(0,1fr)_220px]">
+            <p className={`mt-2 text-2xl font-semibold ${statusToneClass}`}>{inPortfolio ? 'In portfolio' : 'Not in portfolio'}</p>
-        <div>
+            <p className="mt-2 text-xs text-[color:var(--terminal-muted)]">{helperText}</p>
-          {props.loading ? (
-            <p className="text-sm text-[color:var(--terminal-muted)]">Loading price history...</p>
-          ) : series.length === 0 ? (
-            <p className="text-sm text-[color:var(--terminal-muted)]">No price history available.</p>
-          ) : (
-            <div className="h-[320px]">
-              <ResponsiveContainer width="100%" height="100%">
-                <LineChart data={series}>
-                  <CartesianGrid strokeDasharray="2 2" stroke={CHART_GRID} />
-                  <XAxis
-                    dataKey="label"
-                    minTickGap={32}
-                    stroke={CHART_MUTED}
-                    fontSize={12}
-                    axisLine={{ stroke: CHART_MUTED }}
-                    tickLine={{ stroke: CHART_MUTED }}
-                    tick={{ fill: CHART_MUTED }}
-                  />
-                  <YAxis
-                    stroke={CHART_MUTED}
-                    fontSize={12}
-                    axisLine={{ stroke: CHART_MUTED }}
-                    tickLine={{ stroke: CHART_MUTED }}
-                    tick={{ fill: CHART_MUTED }}
-                    tickFormatter={(value: number) => `$${value.toFixed(0)}`}
-                    domain={[(dataMin) => dataMin * 0.05, (dataMax) => dataMax * 1.05]}
-                    allowDataOverflow
-                  />
-                  <Tooltip
-                    formatter={(value) => formatCurrency(Array.isArray(value) ? value[0] : value)}
-                    labelFormatter={(value) => String(value)}
-                    contentStyle={{
-                      backgroundColor: CHART_TOOLTIP_BG,
-                      border: `1px solid ${CHART_TOOLTIP_BORDER}`,
-                      borderRadius: '0.75rem'
-                    }}
-                    labelStyle={{ color: CHART_TEXT }}
-                    itemStyle={{ color: CHART_TEXT }}
-                    cursor={{ stroke: 'rgba(220, 226, 234, 0.28)', strokeWidth: 1 }}
-                  />
-                  <Line type="monotone" dataKey="close" stroke="#d9dee5" strokeWidth={2.5} dot={false} />
-                </LineChart>
-              </ResponsiveContainer>
-            </div>
-          )}
-        </div>
-
-        <div className="grid gap-0 border-t border-[color:var(--line-weak)] sm:grid-cols-3 xl:grid-cols-1 xl:border-l">
-          <div className="border-b border-[color:var(--line-weak)] px-4 py-4 xl:border-b xl:border-l-0">
-            <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">Current price</p>
-            <p className="mt-2 text-3xl font-semibold text-[color:var(--terminal-bright)]">{formatCurrency(props.quote)}</p>
           </div>
-          <div className="border-b border-[color:var(--line-weak)] px-4 py-4 xl:border-b">
+          <div className="border-b border-[color:var(--line-weak)] px-4 py-4 sm:border-b-0 sm:border-r">
-            <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">1Y change</p>
+            <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{changeLabel}</p>
-            <p className={`mt-2 text-2xl font-semibold ${change !== null && change < 0 ? 'text-[#ff9f9f]' : 'text-[#96f5bf]'}`}>
+            <p className={`mt-2 text-2xl font-semibold ${performanceToneClass}`}>
               {change === null ? 'n/a' : formatCurrency(change)}
             </p>
           </div>
           <div className="px-4 py-4">
-            <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">1Y return</p>
+            <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{rangeLabel}</p>
-            <p className={`mt-2 text-2xl font-semibold ${changePct !== null && changePct < 0 ? 'text-[#ff9f9f]' : 'text-[#96f5bf]'}`}>
+            <p className={`mt-2 text-2xl font-semibold ${performanceToneClass}`}>
               {changePct === null ? 'n/a' : `${changePct.toFixed(2)}%`}
             </p>
             <p className="mt-2 text-xs text-[color:var(--terminal-muted)]">
-              {firstPoint && lastPoint ? `${formatLongDate(firstPoint.date)} to ${formatLongDate(lastPoint.date)}` : 'No comparison range'}
+              {dateRange}
             </p>
           </div>
         </div>
+
+        <InteractivePriceChart
+          data={chartData}
+          dataSeries={comparisonSeries}
+          defaultChartType="line"
+          defaultTimeRange="1Y"
+          showVolume={false}
+          showToolbar={true}
+          height={320}
+          loading={props.loading}
+          formatters={{
+            price: formatCurrency,
+            date: (date: string) => format(new Date(date), 'MMM dd, yyyy')
+          }}
+        />
       </div>
     </Panel>
   );

components/financials/normalization-summary.tsx

@@ -29,6 +29,7 @@ function SummaryCard(props: {
 
 export function NormalizationSummary({ normalization }: NormalizationSummaryProps) {
   const hasMaterialUnmapped = normalization.materialUnmappedRowCount > 0;
+  const hasWarnings = normalization.warnings.length > 0;
 
   return (
     <Panel
@@ -36,10 +37,13 @@ export function NormalizationSummary({ normalization }: NormalizationSummaryProp
       subtitle="Pack, parser, and residual mapping health for the compact statement surface."
       variant="surface"
     >
-      <div className="grid gap-3 md:grid-cols-2 xl:grid-cols-5">
+      <div className="grid gap-3 md:grid-cols-2 xl:grid-cols-8">
         <SummaryCard label="Pack" value={normalization.fiscalPack ?? 'unknown'} />
         <SummaryCard label="Regime" value={normalization.regime} />
-        <SummaryCard label="Parser" value={`fiscal-xbrl ${normalization.parserVersion}`} />
+        <SummaryCard label="Parser" value={`${normalization.parserEngine} ${normalization.parserVersion}`} />
+        <SummaryCard label="Surface Rows" value={String(normalization.surfaceRowCount)} />
+        <SummaryCard label="Detail Rows" value={String(normalization.detailRowCount)} />
+        <SummaryCard label="KPI Rows" value={String(normalization.kpiRowCount)} />
         <SummaryCard label="Unmapped Rows" value={String(normalization.unmappedRowCount)} />
         <SummaryCard
           label="Material Unmapped"
@@ -47,6 +51,23 @@ export function NormalizationSummary({ normalization }: NormalizationSummaryProp
           tone={hasMaterialUnmapped ? 'warning' : 'default'}
         />
       </div>
+      {hasWarnings ? (
+        <div className="mt-3 rounded-xl border border-[color:var(--line-weak)] bg-[color:var(--panel-soft)] px-3 py-3">
+          <p className="panel-heading text-[10px] uppercase tracking-[0.16em] text-[color:var(--terminal-muted)]">
+            Parser Warnings
+          </p>
+          <div className="mt-2 flex flex-wrap gap-2">
+            {normalization.warnings.map((warning) => (
+              <span
+                key={warning}
+                className="rounded-full border border-[color:var(--line-weak)] bg-[rgba(88,102,122,0.16)] px-3 py-1 text-xs text-[color:var(--terminal-bright)]"
+              >
+                {warning}
+              </span>
+            ))}
+          </div>
+        </div>
+      ) : null}
       {hasMaterialUnmapped ? (
         <div className="mt-3 flex items-start gap-2 rounded-xl border border-[#7f6250] bg-[rgba(91,66,46,0.18)] px-3 py-3 text-sm text-[#f5d5c0]">
           <AlertTriangle className="mt-0.5 size-4 shrink-0" />

components/financials/statement-row-inspector.tsx

@@ -37,6 +37,9 @@ function renderList(values: string[]) {
 
 export function StatementRowInspector(props: StatementRowInspectorProps) {
   const selection = props.selection;
+  const parentSurfaceLabel = selection?.kind === 'detail'
+    ? selection.parentSurfaceRow?.label ?? (selection.row.parentSurfaceKey === 'unmapped' ? 'Unmapped / Residual' : selection.row.parentSurfaceKey)
+    : null;
 
   return (
     <Panel
@@ -122,7 +125,7 @@ export function StatementRowInspector(props: StatementRowInspectorProps) {
           <div className="grid grid-cols-1 gap-3 md:grid-cols-2 xl:grid-cols-4">
             <InspectorCard label="Label" value={selection.row.label} />
             <InspectorCard label="Key" value={selection.row.key} />
-            <InspectorCard label="Parent Surface" value={selection.parentSurfaceRow?.label ?? selection.row.parentSurfaceKey} />
+            <InspectorCard label="Parent Surface" value={parentSurfaceLabel ?? selection.row.parentSurfaceKey} />
             <InspectorCard label="Residual" value={selection.row.residualFlag ? 'Yes' : 'No'} />
           </div>
 

e2e/financials.spec.ts

@@ -242,6 +242,23 @@ function buildFinancialsPayload(ticker: 'MSFT' | 'JPM') {
             dimensionsSummary: [],
             residualFlag: false
           }
+        ],
+        unmapped: [
+          {
+            key: 'other_income_unmapped',
+            parentSurfaceKey: 'unmapped',
+            label: 'Other Income Residual',
+            conceptKey: 'other_income_unmapped',
+            qname: 'us-gaap:OtherNonoperatingIncomeExpense',
+            namespaceUri: 'http://fasb.org/us-gaap/2024',
+            localName: 'OtherNonoperatingIncomeExpense',
+            unit: 'USD',
+            values: { [`${prefix}-fy24`]: 1_200, [`${prefix}-fy25`]: 1_450 },
+            sourceFactIds: [107],
+            isExtension: false,
+            dimensionsSummary: [],
+            residualFlag: true
+          }
         ]
       },
       ratioRows: [],
@@ -285,11 +302,16 @@ function buildFinancialsPayload(ticker: 'MSFT' | 'JPM') {
         validation: null
       },
       normalization: {
+        parserEngine: 'fiscal-xbrl',
         regime: 'us-gaap',
         fiscalPack: isBank ? 'bank_lender' : 'core',
         parserVersion: '0.1.0',
-        unmappedRowCount: 0,
+        surfaceRowCount: 8,
-        materialUnmappedRowCount: 0
+        detailRowCount: isBank ? 0 : 4,
+        kpiRowCount: 0,
+        unmappedRowCount: isBank ? 0 : 1,
+        materialUnmappedRowCount: 0,
+        warnings: isBank ? [] : ['income_sparse_mapping', 'unmapped_cash_flow_bridge']
       },
       dimensionBreakdown: null
     }
@@ -316,6 +338,11 @@ test('renders the standardized operating expense tree and inspector details', as
   await page.goto('/financials?ticker=MSFT');
 
   await expect(page.getByText('Normalization Summary')).toBeVisible();
+  await expect(page.getByText('fiscal-xbrl 0.1.0')).toBeVisible();
+  await expect(page.getByText('Parser Warnings')).toBeVisible();
+  await expect(page.getByText('income_sparse_mapping')).toBeVisible();
+  await expect(page.getByText('unmapped_cash_flow_bridge')).toBeVisible();
+  await expect(page.getByText('Parser residual rows are available under the Unmapped / Residual section.')).toBeVisible();
   await expect(page.getByRole('button', { name: 'Expand Operating Expenses details' })).toBeVisible();
 
   await page.getByRole('button', { name: 'Expand Operating Expenses details' }).click();
@@ -327,6 +354,11 @@ test('renders the standardized operating expense tree and inspector details', as
   await expect(page.getByText('Row Details')).toBeVisible();
   await expect(page.getByText('selling_general_and_administrative', { exact: true }).first()).toBeVisible();
   await expect(page.getByText('Corporate SG&A')).toBeVisible();
+  await expect(page.getByText('Unmapped / Residual')).toBeVisible();
+
+  await page.getByRole('button', { name: /^Other Income Residual/ }).click();
+  await expect(page.getByText('other_income_unmapped', { exact: true })).toBeVisible();
+  await expect(page.getByText('Unmapped / Residual', { exact: true }).last()).toBeVisible();
 });
 
 test('shows not meaningful expense breakdown rows for bank pack filings', async ({ page }, testInfo) => {

e2e/graphing.spec.ts

@@ -230,11 +230,16 @@ function createFinancialsPayload(input: {
         validation: null
       },
       normalization: {
+        parserEngine: 'fiscal-xbrl',
         regime: 'unknown',
         fiscalPack,
         parserVersion: '0.0.0',
+        surfaceRowCount: 0,
+        detailRowCount: 0,
+        kpiRowCount: 0,
         unmappedRowCount: 0,
-        materialUnmappedRowCount: 0
+        materialUnmappedRowCount: 0,
+        warnings: []
       },
       dimensionBreakdown: null
     }

lib/financials/statement-view-model.test.ts

@@ -210,4 +210,86 @@ describe('statement view model', () => {
       row: { key: 'gp_unmapped', residualFlag: true }
     });
   });
+
+  it('renders unmapped detail rows in a dedicated residual section and counts them', () => {
+    const model = buildStatementTree({
+      surfaceKind: 'income_statement',
+      rows: [
+        createSurfaceRow({ key: 'revenue', label: 'Revenue', category: 'revenue', values: { p1: 100 } })
+      ],
+      statementDetails: {
+        unmapped: [
+          createDetailRow({
+            key: 'unmapped_other_income',
+            label: 'Other income residual',
+            parentSurfaceKey: 'unmapped',
+            values: { p1: 5 },
+            residualFlag: true
+          })
+        ]
+      },
+      categories: [],
+      searchQuery: '',
+      expandedRowKeys: new Set()
+    });
+
+    expect(model.sections).toHaveLength(2);
+    expect(model.sections[1]).toMatchObject({
+      key: 'unmapped_residual',
+      label: 'Unmapped / Residual'
+    });
+    expect(model.sections[1]?.nodes[0]).toMatchObject({
+      kind: 'detail',
+      row: { key: 'unmapped_other_income', parentSurfaceKey: 'unmapped' }
+    });
+    expect(model.visibleNodeCount).toBe(2);
+    expect(model.totalNodeCount).toBe(2);
+  });
+
+  it('matches search and resolves selection for unmapped detail rows without a real parent surface', () => {
+    const rows = [
+      createSurfaceRow({ key: 'revenue', label: 'Revenue', category: 'revenue', values: { p1: 100 } })
+    ];
+    const statementDetails = {
+      unmapped: [
+        createDetailRow({
+          key: 'unmapped_fx_gain',
+          label: 'FX gain residual',
+          parentSurfaceKey: 'unmapped',
+          values: { p1: 2 },
+          residualFlag: true
+        })
+      ]
+    };
+
+    const model = buildStatementTree({
+      surfaceKind: 'income_statement',
+      rows,
+      statementDetails,
+      categories: [],
+      searchQuery: 'fx gain',
+      expandedRowKeys: new Set()
+    });
+
+    expect(model.sections).toHaveLength(1);
+    expect(model.sections[0]).toMatchObject({
+      key: 'unmapped_residual',
+      label: 'Unmapped / Residual'
+    });
+    expect(model.visibleNodeCount).toBe(1);
+    expect(model.totalNodeCount).toBe(2);
+
+    const selection = resolveStatementSelection({
+      surfaceKind: 'income_statement',
+      rows,
+      statementDetails,
+      selection: { kind: 'detail', key: 'unmapped_fx_gain', parentKey: 'unmapped' }
+    });
+
+    expect(selection).toMatchObject({
+      kind: 'detail',
+      row: { key: 'unmapped_fx_gain', parentSurfaceKey: 'unmapped' },
+      parentSurfaceRow: null
+    });
+  });
 });

lib/financials/statement-view-model.ts

@@ -79,6 +79,10 @@ type Categories = Array<{
   count: number;
 }>;
 
+const UNMAPPED_DETAIL_GROUP_KEY = 'unmapped';
+const UNMAPPED_SECTION_KEY = 'unmapped_residual';
+const UNMAPPED_SECTION_LABEL = 'Unmapped / Residual';
+
 function surfaceConfigForKind(surfaceKind: Extract<FinancialSurfaceKind, 'income_statement' | 'balance_sheet' | 'cash_flow_statement'>) {
   return SURFACE_CHILDREN[surfaceKind] ?? {};
 }
@@ -129,6 +133,25 @@ function sortDetailRows(left: DetailFinancialRow, right: DetailFinancialRow) {
   return left.label.localeCompare(right.label);
 }
 
+function buildUnmappedDetailNodes(input: {
+  statementDetails: SurfaceDetailMap | null;
+  searchQuery: string;
+}) {
+  const normalizedSearch = normalize(input.searchQuery);
+
+  return [...(input.statementDetails?.[UNMAPPED_DETAIL_GROUP_KEY] ?? [])]
+    .sort(sortDetailRows)
+    .filter((detail) => normalizedSearch.length === 0 || searchTextForDetail(detail).includes(normalizedSearch))
+    .map((detail) => ({
+      kind: 'detail',
+      id: detailNodeId(UNMAPPED_DETAIL_GROUP_KEY, detail),
+      level: 0,
+      row: detail,
+      parentSurfaceKey: UNMAPPED_DETAIL_GROUP_KEY,
+      matchesSearch: normalizedSearch.length > 0 && searchTextForDetail(detail).includes(normalizedSearch)
+    }) satisfies StatementTreeDetailNode);
+}
+
 function countNodes(nodes: StatementTreeNode[]) {
   let count = 0;
 
@@ -223,10 +246,26 @@ export function buildStatementTree(input: {
     .filter((node): node is StatementTreeSurfaceNode => Boolean(node));
 
   if (input.categories.length === 0) {
+    const sections: StatementTreeSection[] = rootNodes.length > 0
+      ? [{ key: 'ungrouped', label: null, nodes: rootNodes }]
+      : [];
+    const unmappedNodes = buildUnmappedDetailNodes({
+      statementDetails: input.statementDetails,
+      searchQuery: input.searchQuery
+    });
+
+    if (unmappedNodes.length > 0) {
+      sections.push({
+        key: UNMAPPED_SECTION_KEY,
+        label: UNMAPPED_SECTION_LABEL,
+        nodes: unmappedNodes
+      });
+    }
+
     return {
-      sections: [{ key: 'ungrouped', label: null, nodes: rootNodes }],
+      sections,
       autoExpandedKeys,
-      visibleNodeCount: countNodes(rootNodes),
+      visibleNodeCount: sections.reduce((sum, section) => sum + countNodes(section.nodes), 0),
       totalNodeCount: input.rows.length + Object.values(input.statementDetails ?? {}).reduce((sum, rows) => sum + rows.length, 0)
     };
   }
@@ -254,6 +293,18 @@ export function buildStatementTree(input: {
     });
   }
 
+  const unmappedNodes = buildUnmappedDetailNodes({
+    statementDetails: input.statementDetails,
+    searchQuery: input.searchQuery
+  });
+  if (unmappedNodes.length > 0) {
+    sections.push({
+      key: UNMAPPED_SECTION_KEY,
+      label: UNMAPPED_SECTION_LABEL,
+      nodes: unmappedNodes
+    });
+  }
+
   return {
     sections,
     autoExpandedKeys,
@@ -297,9 +348,11 @@ export function resolveStatementSelection(input: {
   }
 
   const parentSurfaceKey = selection.parentKey ?? null;
-  const detailRows = parentSurfaceKey
+  const detailRows = parentSurfaceKey === UNMAPPED_DETAIL_GROUP_KEY
-    ? input.statementDetails?.[parentSurfaceKey] ?? []
+    ? input.statementDetails?.[UNMAPPED_DETAIL_GROUP_KEY] ?? []
-    : Object.values(input.statementDetails ?? {}).flat();
+    : parentSurfaceKey
+      ? input.statementDetails?.[parentSurfaceKey] ?? []
+      : Object.values(input.statementDetails ?? {}).flat();
   const row = detailRows.find((candidate) => candidate.key === selection.key) ?? null;
 
   if (!row) {

lib/graphing/series.test.ts

@@ -104,11 +104,16 @@ function createFinancials(input: {
       validation: null
     },
     normalization: {
+      parserEngine: 'fiscal-xbrl',
       regime: 'unknown',
       fiscalPack: input.fiscalPack ?? null,
       parserVersion: '0.0.0',
+      surfaceRowCount: 0,
+      detailRowCount: 0,
+      kpiRowCount: 0,
       unmappedRowCount: 0,
-      materialUnmappedRowCount: 0
+      materialUnmappedRowCount: 0,
+      warnings: []
     },
     dimensionBreakdown: null
   } satisfies CompanyFinancialStatementsResponse;

lib/server/api/app.ts

@@ -18,6 +18,7 @@ import type {
 } from '@/lib/types';
 import { auth } from '@/lib/auth';
 import { requireAuthenticatedSession } from '@/lib/server/auth-session';
+import { getLatestFinancialIngestionSchemaStatus } from '@/lib/server/db/financial-ingestion-schema';
 import { asErrorMessage, jsonError } from '@/lib/server/http';
 import { buildPortfolioSummary } from '@/lib/server/portfolio';
 import {
@@ -391,16 +392,36 @@ export const app = new Elysia({ prefix: '/api' })
         getTaskQueueSnapshot(),
         checkWorkflowBackend()
       ]);
+      const ingestionSchema = getLatestFinancialIngestionSchemaStatus();
+      const ingestionSchemaPayload = ingestionSchema
+        ? {
+          ok: ingestionSchema.ok,
+          mode: ingestionSchema.mode,
+          missingIndexes: ingestionSchema.missingIndexes,
+          duplicateGroups: ingestionSchema.duplicateGroups,
+          lastCheckedAt: ingestionSchema.lastCheckedAt
+        }
+        : {
+          ok: false,
+          mode: 'failed' as const,
+          missingIndexes: [],
+          duplicateGroups: 0,
+          lastCheckedAt: new Date().toISOString()
+        };
+      const schemaHealthy = ingestionSchema?.ok ?? false;
 
-      if (!workflowBackend.ok) {
+      if (!workflowBackend.ok || !schemaHealthy) {
         return Response.json({
           status: 'degraded',
           version: '4.0.0',
           timestamp: new Date().toISOString(),
           queue,
+          database: {
+            ingestionSchema: ingestionSchemaPayload
+          },
           workflow: {
-            ok: false,
+            ok: workflowBackend.ok,
-            reason: workflowBackend.reason
+            ...(workflowBackend.ok ? {} : { reason: workflowBackend.reason })
           }
         }, { status: 503 });
       }
@@ -410,6 +431,9 @@ export const app = new Elysia({ prefix: '/api' })
         version: '4.0.0',
         timestamp: new Date().toISOString(),
         queue,
+        database: {
+          ingestionSchema: ingestionSchemaPayload
+        },
         workflow: {
           ok: true
         }
@@ -1366,12 +1390,13 @@ export const app = new Elysia({ prefix: '/api' })
       return jsonError('ticker is required');
     }
 
-    const [filings, holding, watchlistItem, liveQuote, priceHistory, journalPreview, memo, secProfile] = await Promise.all([
+    const [filings, holding, watchlistItem, liveQuote, priceHistory, benchmarkHistory, journalPreview, memo, secProfile] = await Promise.all([
       listFilingsRecords({ ticker, limit: 40 }),
       getHoldingByTicker(session.user.id, ticker),
       getWatchlistItemByTicker(session.user.id, ticker),
       getQuote(ticker),
       getPriceHistory(ticker),
+      getPriceHistory('^GSPC'),
       listResearchJournalEntries(session.user.id, ticker, 6),
       getResearchMemoByTicker(session.user.id, ticker),
       getSecCompanyProfile(ticker)
@@ -1478,6 +1503,7 @@ export const app = new Elysia({ prefix: '/api' })
         quote: liveQuote,
         position: holding,
         priceHistory,
+        benchmarkHistory,
         financials,
         filings: redactedFilings.slice(0, 20),
         aiReports,

lib/server/api/task-workflow-hybrid.e2e.test.ts

@@ -74,11 +74,44 @@ function resetDbSingletons() {
   const globalState = globalThis as typeof globalThis & {
     __fiscalSqliteClient?: { close?: () => void };
     __fiscalDrizzleDb?: unknown;
+    __financialIngestionSchemaStatus?: unknown;
   };
 
   globalState.__fiscalSqliteClient?.close?.();
   globalState.__fiscalSqliteClient = undefined;
   globalState.__fiscalDrizzleDb = undefined;
+  globalState.__financialIngestionSchemaStatus = undefined;
+}
+
+function setFinancialIngestionSchemaStatus(input: {
+  ok: boolean;
+  mode: 'healthy' | 'repaired' | 'drifted' | 'failed';
+  missingIndexes?: string[];
+  duplicateGroups?: number;
+}) {
+  const globalState = globalThis as typeof globalThis & {
+    __financialIngestionSchemaStatus?: {
+      ok: boolean;
+      mode: 'healthy' | 'repaired' | 'drifted' | 'failed';
+      requestedMode: 'auto' | 'check-only' | 'off';
+      missingIndexes: string[];
+      duplicateGroups: number;
+      lastCheckedAt: string;
+      repair: null;
+      error: string | null;
+    };
+  };
+
+  globalState.__financialIngestionSchemaStatus = {
+    ok: input.ok,
+    mode: input.mode,
+    requestedMode: 'auto',
+    missingIndexes: input.missingIndexes ?? [],
+    duplicateGroups: input.duplicateGroups ?? 0,
+    lastCheckedAt: new Date().toISOString(),
+    repair: null,
+    error: input.ok ? null : 'schema drift injected by test'
+  };
 }
 
 function applySqlMigrations(client: { exec: (query: string) => void }) {
@@ -250,6 +283,10 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
     runStatuses.clear();
     runCounter = 0;
     workflowBackendHealthy = true;
+    setFinancialIngestionSchemaStatus({
+      ok: true,
+      mode: 'healthy'
+    });
   });
 
   it('queues multiple analyze jobs and suppresses duplicate in-flight analyze jobs', async () => {
@@ -808,9 +845,100 @@ if (process.env.RUN_TASK_WORKFLOW_E2E === '1') {
 
     const healthy = await jsonRequest('GET', '/api/health');
     expect(healthy.response.status).toBe(200);
-    expect((healthy.json as { status: string; workflow: { ok: boolean } }).status).toBe('ok');
+    expect((healthy.json as {
+      status: string;
+      workflow: { ok: boolean };
+      database: {
+        ingestionSchema: {
+          ok: boolean;
+          mode: string;
+          missingIndexes: string[];
+          duplicateGroups: number;
+        };
+      };
+    }).status).toBe('ok');
     expect((healthy.json as { status: string; workflow: { ok: boolean } }).workflow.ok).toBe(true);
+    expect((healthy.json as {
+      database: {
+        ingestionSchema: {
+          ok: boolean;
+          mode: string;
+          missingIndexes: string[];
+          duplicateGroups: number;
+        };
+      };
+    }).database.ingestionSchema.ok).toBe(true);
+    expect((healthy.json as {
+      database: {
+        ingestionSchema: {
+          ok: boolean;
+          mode: string;
+        };
+      };
+    }).database.ingestionSchema.mode).toBe('healthy');
 
+    setFinancialIngestionSchemaStatus({
+      ok: false,
+      mode: 'drifted',
+      missingIndexes: ['company_financial_bundle_uidx'],
+      duplicateGroups: 1
+    });
+    const schemaDrifted = await jsonRequest('GET', '/api/health');
+    expect(schemaDrifted.response.status).toBe(503);
+    expect((schemaDrifted.json as {
+      status: string;
+      workflow: { ok: boolean };
+      database: {
+        ingestionSchema: {
+          ok: boolean;
+          mode: string;
+          missingIndexes: string[];
+          duplicateGroups: number;
+        };
+      };
+    }).status).toBe('degraded');
+    expect((schemaDrifted.json as {
+      workflow: { ok: boolean };
+    }).workflow.ok).toBe(true);
+    expect((schemaDrifted.json as {
+      database: {
+        ingestionSchema: {
+          ok: boolean;
+          mode: string;
+          missingIndexes: string[];
+          duplicateGroups: number;
+        };
+      };
+    }).database.ingestionSchema.ok).toBe(false);
+    expect((schemaDrifted.json as {
+      database: {
+        ingestionSchema: {
+          ok: boolean;
+          mode: string;
+          missingIndexes: string[];
+          duplicateGroups: number;
+        };
+      };
+    }).database.ingestionSchema.mode).toBe('drifted');
+    expect((schemaDrifted.json as {
+      database: {
+        ingestionSchema: {
+          missingIndexes: string[];
+        };
+      };
+    }).database.ingestionSchema.missingIndexes).toEqual(['company_financial_bundle_uidx']);
+    expect((schemaDrifted.json as {
+      database: {
+        ingestionSchema: {
+          duplicateGroups: number;
+        };
+      };
+    }).database.ingestionSchema.duplicateGroups).toBe(1);
+
+    setFinancialIngestionSchemaStatus({
+      ok: true,
+      mode: 'healthy'
+    });
     workflowBackendHealthy = false;
     const degraded = await jsonRequest('GET', '/api/health');
     expect(degraded.response.status).toBe(503);

lib/server/db/index.ts

@@ -3,6 +3,10 @@ import { dirname, join } from 'node:path';
 import { Database } from 'bun:sqlite';
 import { drizzle } from 'drizzle-orm/bun-sqlite';
 import { load as loadSqliteVec } from 'sqlite-vec';
+import {
+  ensureFinancialIngestionSchemaHealthy,
+  resolveFinancialSchemaRepairMode
+} from './financial-ingestion-schema';
 import { schema } from './schema';
 
 type AppDrizzleDb = ReturnType<typeof createDb>;
@@ -564,6 +568,9 @@ export function getSqliteClient() {
     client.exec('PRAGMA busy_timeout = 5000;');
     loadSqliteExtensions(client);
     ensureLocalSqliteSchema(client);
+    ensureFinancialIngestionSchemaHealthy(client, {
+      mode: resolveFinancialSchemaRepairMode(process.env.FINANCIAL_SCHEMA_REPAIR_MODE)
+    });
     ensureSearchVirtualTables(client);
 
     globalThis.__fiscalSqliteClient = client;

lib/server/financial-taxonomy.test.ts

@@ -1586,6 +1586,99 @@ describe('financial taxonomy internals', () => {
     expect(merged[0]?.provenanceType).toBe('taxonomy');
   });
 
+  it('builds faithful rows when persisted statement rows are missing sourceFactIds', () => {
+    const malformedSnapshot = {
+      ...createSnapshot({
+        filingId: 19,
+        filingType: '10-K',
+        filingDate: '2026-02-20',
+        statement: 'income',
+        periods: [
+          { id: '2025-fy', periodStart: '2025-01-01', periodEnd: '2025-12-31', periodLabel: '2025 FY' }
+        ]
+      }),
+      statement_rows: {
+        income: [{
+          ...createRow({
+            key: 'revenue',
+            label: 'Revenue',
+            statement: 'income',
+            values: { '2025-fy': 123_000_000 }
+          }),
+          sourceFactIds: undefined
+        } as unknown as TaxonomyStatementRow],
+        balance: [],
+        cash_flow: [],
+        equity: [],
+        comprehensive_income: []
+      }
+    } satisfies FilingTaxonomySnapshotRecord;
+
+    const rows = __financialTaxonomyInternals.buildRows(
+      [malformedSnapshot],
+      'income',
+      new Set(['2025-fy'])
+    );
+
+    expect(rows).toHaveLength(1);
+    expect(rows[0]?.key).toBe('revenue');
+    expect(rows[0]?.sourceFactIds).toEqual([]);
+  });
+
+  it('aggregates persisted surface rows when legacy snapshots are missing source arrays', () => {
+    const snapshot = {
+      ...createSnapshot({
+        filingId: 20,
+        filingType: '10-K',
+        filingDate: '2026-02-21',
+        statement: 'income',
+        periods: [
+          { id: '2025-fy', periodStart: '2025-01-01', periodEnd: '2025-12-31', periodLabel: '2025 FY' }
+        ]
+      }),
+      surface_rows: {
+        income: [{
+          key: 'revenue',
+          label: 'Revenue',
+          category: 'revenue',
+          templateSection: 'statement',
+          order: 10,
+          unit: 'currency',
+          values: { '2025-fy': 123_000_000 },
+          sourceConcepts: undefined,
+          sourceRowKeys: undefined,
+          sourceFactIds: undefined,
+          formulaKey: null,
+          hasDimensions: false,
+          resolvedSourceRowKeys: {},
+          statement: 'income',
+          detailCount: 0,
+          resolutionMethod: 'direct',
+          confidence: 'high',
+          warningCodes: []
+        } as unknown as FilingTaxonomySnapshotRecord['surface_rows']['income'][number]],
+        balance: [],
+        cash_flow: [],
+        equity: [],
+        comprehensive_income: []
+      }
+    } satisfies FilingTaxonomySnapshotRecord;
+
+    const rows = __financialTaxonomyInternals.aggregateSurfaceRows({
+      snapshots: [snapshot],
+      statement: 'income',
+      selectedPeriodIds: new Set(['2025-fy'])
+    });
+
+    expect(rows).toHaveLength(1);
+    expect(rows[0]).toMatchObject({
+      key: 'revenue',
+      sourceConcepts: [],
+      sourceRowKeys: [],
+      sourceFactIds: []
+    });
+  });
+
   it('builds normalization metadata from snapshot fiscal pack and counts', () => {
     const snapshot = {
       ...createSnapshot({
@@ -1610,11 +1703,81 @@ describe('financial taxonomy internals', () => {
     } satisfies FilingTaxonomySnapshotRecord;
 
     expect(__financialTaxonomyInternals.buildNormalizationMetadata([snapshot])).toEqual({
+      parserEngine: 'fiscal-xbrl',
       regime: 'us-gaap',
       fiscalPack: 'bank_lender',
       parserVersion: '0.1.0',
+      surfaceRowCount: 5,
+      detailRowCount: 3,
+      kpiRowCount: 2,
       unmappedRowCount: 4,
-      materialUnmappedRowCount: 1
+      materialUnmappedRowCount: 1,
+      warnings: []
+    });
+  });
+
+  it('aggregates normalization counts and warning codes across snapshots while using the latest parser identity', () => {
+    const olderSnapshot = {
+      ...createSnapshot({
+        filingId: 17,
+        filingType: '10-K',
+        filingDate: '2025-02-13',
+        statement: 'income',
+        periods: [
+          { id: '2024-fy', periodStart: '2024-01-01', periodEnd: '2024-12-31', periodLabel: '2024 FY' }
+        ]
+      }),
+      parser_engine: 'fiscal-xbrl',
+      parser_version: '0.9.0',
+      fiscal_pack: 'core',
+      normalization_summary: {
+        surfaceRowCount: 4,
+        detailRowCount: 2,
+        kpiRowCount: 1,
+        unmappedRowCount: 3,
+        materialUnmappedRowCount: 1,
+        warnings: ['balance_residual_detected', 'income_sparse_mapping']
+      }
+    } satisfies FilingTaxonomySnapshotRecord;
+
+    const latestSnapshot = {
+      ...createSnapshot({
+        filingId: 18,
+        filingType: '10-Q',
+        filingDate: '2026-02-13',
+        statement: 'income',
+        periods: [
+          { id: '2025-q4', periodStart: '2025-10-01', periodEnd: '2025-12-31', periodLabel: '2025 Q4' }
+        ]
+      }),
+      parser_engine: 'fiscal-xbrl',
+      parser_version: '1.1.0',
+      fiscal_pack: 'bank_lender',
+      normalization_summary: {
+        surfaceRowCount: 6,
+        detailRowCount: 5,
+        kpiRowCount: 4,
+        unmappedRowCount: 2,
+        materialUnmappedRowCount: 0,
+        warnings: ['income_sparse_mapping', 'unmapped_cash_flow_bridge']
+      }
+    } satisfies FilingTaxonomySnapshotRecord;
+
+    expect(__financialTaxonomyInternals.buildNormalizationMetadata([olderSnapshot, latestSnapshot])).toEqual({
+      parserEngine: 'fiscal-xbrl',
+      regime: 'us-gaap',
+      fiscalPack: 'bank_lender',
+      parserVersion: '1.1.0',
+      surfaceRowCount: 10,
+      detailRowCount: 7,
+      kpiRowCount: 5,
+      unmappedRowCount: 5,
+      materialUnmappedRowCount: 1,
+      warnings: [
+        'balance_residual_detected',
+        'income_sparse_mapping',
+        'unmapped_cash_flow_bridge'
+      ]
     });
   });
 

lib/server/financial-taxonomy.ts

@@ -177,7 +177,7 @@ function buildKpiDimensionBreakdown(input: {
       continue;
     }
 
-    const matchedFacts = input.facts.filter((fact) => row.sourceFactIds.includes(fact.id));
+    const matchedFacts = input.facts.filter((fact) => (row.sourceFactIds ?? []).includes(fact.id));
     if (matchedFacts.length === 0) {
       continue;
     }
@@ -213,9 +213,9 @@ function latestPeriodDate(period: FinancialStatementPeriod) {
 function cloneStructuredKpiRow(row: StructuredKpiRow): StructuredKpiRow {
   return {
     ...row,
-    values: { ...row.values },
+    values: { ...(row.values ?? {}) },
-    sourceConcepts: [...row.sourceConcepts],
+    sourceConcepts: [...(row.sourceConcepts ?? [])],
-    sourceFactIds: [...row.sourceFactIds]
+    sourceFactIds: [...(row.sourceFactIds ?? [])]
   };
 }
 
@@ -230,7 +230,7 @@ function mergeStructuredKpiRowsByPriority(groups: StructuredKpiRow[][]) {
         continue;
       }
 
-      for (const [periodId, value] of Object.entries(row.values)) {
+      for (const [periodId, value] of Object.entries(row.values ?? {})) {
         const hasExistingValue = Object.prototype.hasOwnProperty.call(existing.values, periodId)
           && existing.values[periodId] !== null;
         if (!hasExistingValue) {
@@ -238,9 +238,9 @@ function mergeStructuredKpiRowsByPriority(groups: StructuredKpiRow[][]) {
         }
       }
 
-      existing.sourceConcepts = [...new Set([...existing.sourceConcepts, ...row.sourceConcepts])]
+      existing.sourceConcepts = [...new Set([...existing.sourceConcepts, ...(row.sourceConcepts ?? [])])]
         .sort((left, right) => left.localeCompare(right));
-      existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...row.sourceFactIds])]
+      existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...(row.sourceFactIds ?? [])])]
         .sort((left, right) => left - right);
       existing.hasDimensions = existing.hasDimensions || row.hasDimensions;
       existing.segment ??= row.segment;
@@ -260,11 +260,16 @@ function mergeStructuredKpiRowsByPriority(groups: StructuredKpiRow[][]) {
 
 function emptyNormalizationMetadata(): NormalizationMetadata {
   return {
+    parserEngine: 'unknown',
     regime: 'unknown',
     fiscalPack: null,
     parserVersion: '0.0.0',
+    surfaceRowCount: 0,
+    detailRowCount: 0,
+    kpiRowCount: 0,
     unmappedRowCount: 0,
-    materialUnmappedRowCount: 0
+    materialUnmappedRowCount: 0,
+    warnings: []
   };
 }
 
@@ -277,9 +282,22 @@ function buildNormalizationMetadata(
   }
 
   return {
+    parserEngine: latestSnapshot.parser_engine,
     regime: latestSnapshot.taxonomy_regime,
     fiscalPack: latestSnapshot.fiscal_pack,
     parserVersion: latestSnapshot.parser_version,
+    surfaceRowCount: snapshots.reduce(
+      (sum, snapshot) => sum + (snapshot.normalization_summary?.surfaceRowCount ?? 0),
+      0
+    ),
+    detailRowCount: snapshots.reduce(
+      (sum, snapshot) => sum + (snapshot.normalization_summary?.detailRowCount ?? 0),
+      0
+    ),
+    kpiRowCount: snapshots.reduce(
+      (sum, snapshot) => sum + (snapshot.normalization_summary?.kpiRowCount ?? 0),
+      0
+    ),
     unmappedRowCount: snapshots.reduce(
       (sum, snapshot) => sum + (snapshot.normalization_summary?.unmappedRowCount ?? 0),
       0
@@ -287,7 +305,9 @@ function buildNormalizationMetadata(
     materialUnmappedRowCount: snapshots.reduce(
       (sum, snapshot) => sum + (snapshot.normalization_summary?.materialUnmappedRowCount ?? 0),
       0
-    )
+    ),
+    warnings: [...new Set(snapshots.flatMap((snapshot) => snapshot.normalization_summary?.warnings ?? []))]
+      .sort((left, right) => left.localeCompare(right))
   };
 }
 
@@ -329,8 +349,12 @@ function aggregateSurfaceRows(input: {
   for (const snapshot of input.snapshots) {
     const rows = snapshot.surface_rows?.[input.statement] ?? [];
     for (const row of rows) {
+      const sourceConcepts = row.sourceConcepts ?? [];
+      const sourceRowKeys = row.sourceRowKeys ?? [];
+      const sourceFactIds = row.sourceFactIds ?? [];
+      const rowValues = row.values ?? {};
       const filteredValues = Object.fromEntries(
-        Object.entries(row.values).filter(([periodId]) => input.selectedPeriodIds.has(periodId))
+        Object.entries(rowValues).filter(([periodId]) => input.selectedPeriodIds.has(periodId))
       );
       const filteredResolvedSourceRowKeys = Object.fromEntries(
         Object.entries(row.resolvedSourceRowKeys ?? {}).filter(([periodId]) => input.selectedPeriodIds.has(periodId))
@@ -345,9 +369,9 @@ function aggregateSurfaceRows(input: {
           ...row,
           values: filteredValues,
           resolvedSourceRowKeys: filteredResolvedSourceRowKeys,
-          sourceConcepts: [...row.sourceConcepts],
+          sourceConcepts: [...sourceConcepts],
-          sourceRowKeys: [...row.sourceRowKeys],
+          sourceRowKeys: [...sourceRowKeys],
-          sourceFactIds: [...row.sourceFactIds],
+          sourceFactIds: [...sourceFactIds],
           warningCodes: row.warningCodes ? [...row.warningCodes] : undefined
         });
         continue;
@@ -365,9 +389,9 @@ function aggregateSurfaceRows(input: {
         }
       }
 
-      existing.sourceConcepts = [...new Set([...existing.sourceConcepts, ...row.sourceConcepts])].sort((left, right) => left.localeCompare(right));
+      existing.sourceConcepts = [...new Set([...existing.sourceConcepts, ...sourceConcepts])].sort((left, right) => left.localeCompare(right));
-      existing.sourceRowKeys = [...new Set([...existing.sourceRowKeys, ...row.sourceRowKeys])].sort((left, right) => left.localeCompare(right));
+      existing.sourceRowKeys = [...new Set([...existing.sourceRowKeys, ...sourceRowKeys])].sort((left, right) => left.localeCompare(right));
-      existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...row.sourceFactIds])].sort((left, right) => left - right);
+      existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...sourceFactIds])].sort((left, right) => left - right);
       existing.hasDimensions = existing.hasDimensions || row.hasDimensions;
       existing.order = Math.min(existing.order, row.order);
       existing.detailCount = Math.max(existing.detailCount ?? 0, row.detailCount ?? 0);
@@ -406,8 +430,11 @@ function aggregateDetailRows(input: {
       }
 
       for (const row of rows) {
+        const sourceFactIds = row.sourceFactIds ?? [];
+        const dimensionsSummary = row.dimensionsSummary ?? [];
+        const rowValues = row.values ?? {};
         const filteredValues = Object.fromEntries(
-          Object.entries(row.values).filter(([periodId]) => input.selectedPeriodIds.has(periodId))
+          Object.entries(rowValues).filter(([periodId]) => input.selectedPeriodIds.has(periodId))
         );
         if (!rowHasValues(filteredValues)) {
           continue;
@@ -418,8 +445,8 @@ function aggregateDetailRows(input: {
           bucket.set(row.key, {
             ...row,
             values: filteredValues,
-            sourceFactIds: [...row.sourceFactIds],
+            sourceFactIds: [...sourceFactIds],
-            dimensionsSummary: [...row.dimensionsSummary]
+            dimensionsSummary: [...dimensionsSummary]
           });
           continue;
         }
@@ -430,8 +457,8 @@ function aggregateDetailRows(input: {
           }
         }
 
-        existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...row.sourceFactIds])].sort((left, right) => left - right);
+        existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...sourceFactIds])].sort((left, right) => left - right);
-        existing.dimensionsSummary = [...new Set([...existing.dimensionsSummary, ...row.dimensionsSummary])].sort((left, right) => left.localeCompare(right));
+        existing.dimensionsSummary = [...new Set([...existing.dimensionsSummary, ...dimensionsSummary])].sort((left, right) => left.localeCompare(right));
         existing.isExtension = existing.isExtension || row.isExtension;
         existing.residualFlag = existing.residualFlag || row.residualFlag;
       }
@@ -521,8 +548,11 @@ function aggregatePersistedKpiRows(input: {
 
   for (const snapshot of input.snapshots) {
     for (const row of snapshot.kpi_rows ?? []) {
+      const sourceConcepts = row.sourceConcepts ?? [];
+      const sourceFactIds = row.sourceFactIds ?? [];
+      const rowValues = row.values ?? {};
       const filteredValues = Object.fromEntries(
-        Object.entries(row.values).filter(([periodId]) => input.selectedPeriodIds.has(periodId))
+        Object.entries(rowValues).filter(([periodId]) => input.selectedPeriodIds.has(periodId))
       );
       if (!rowHasValues(filteredValues)) {
         continue;
@@ -533,8 +563,8 @@ function aggregatePersistedKpiRows(input: {
         rowMap.set(row.key, {
           ...row,
           values: filteredValues,
-          sourceConcepts: [...row.sourceConcepts],
+          sourceConcepts: [...sourceConcepts],
-          sourceFactIds: [...row.sourceFactIds]
+          sourceFactIds: [...sourceFactIds]
         });
         continue;
       }
@@ -543,8 +573,8 @@ function aggregatePersistedKpiRows(input: {
         ...existing.values,
         ...filteredValues
       };
-      existing.sourceConcepts = [...new Set([...existing.sourceConcepts, ...row.sourceConcepts])].sort((left, right) => left.localeCompare(right));
+      existing.sourceConcepts = [...new Set([...existing.sourceConcepts, ...sourceConcepts])].sort((left, right) => left.localeCompare(right));
-      existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...row.sourceFactIds])].sort((left, right) => left - right);
+      existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...sourceFactIds])].sort((left, right) => left - right);
       existing.hasDimensions = existing.hasDimensions || row.hasDimensions;
     }
   }

lib/server/financials/cadence.ts

@@ -282,17 +282,20 @@ export function buildRows(
     const rows = snapshot.statement_rows?.[statement] ?? [];
 
     for (const row of rows) {
+      const rowValues = row.values ?? {};
+      const rowUnits = row.units ?? {};
+      const sourceFactIds = row.sourceFactIds ?? [];
       const existing = rowMap.get(row.key);
       if (!existing) {
         rowMap.set(row.key, {
           ...row,
           values: Object.fromEntries(
-            Object.entries(row.values).filter(([periodId]) => selectedPeriodIds.has(periodId))
+            Object.entries(rowValues).filter(([periodId]) => selectedPeriodIds.has(periodId))
           ),
           units: Object.fromEntries(
-            Object.entries(row.units).filter(([periodId]) => selectedPeriodIds.has(periodId))
+            Object.entries(rowUnits).filter(([periodId]) => selectedPeriodIds.has(periodId))
           ),
-          sourceFactIds: [...row.sourceFactIds]
+          sourceFactIds: [...sourceFactIds]
         });
 
         if (Object.keys(rowMap.get(row.key)?.values ?? {}).length === 0) {
@@ -308,19 +311,19 @@ export function buildRows(
         existing.parentKey = row.parentKey;
       }
 
-      for (const [periodId, value] of Object.entries(row.values)) {
+      for (const [periodId, value] of Object.entries(rowValues)) {
         if (selectedPeriodIds.has(periodId) && !(periodId in existing.values)) {
           existing.values[periodId] = value;
         }
       }
 
-      for (const [periodId, unit] of Object.entries(row.units)) {
+      for (const [periodId, unit] of Object.entries(rowUnits)) {
         if (selectedPeriodIds.has(periodId) && !(periodId in existing.units)) {
           existing.units[periodId] = unit;
         }
       }
 
-      for (const factId of row.sourceFactIds) {
+      for (const factId of sourceFactIds) {
         if (!existing.sourceFactIds.includes(factId)) {
           existing.sourceFactIds.push(factId);
         }

lib/server/prices.ts

@@ -1,5 +1,9 @@
 const YAHOO_BASE = 'https://query1.finance.yahoo.com/v8/finance/chart';
 
+function buildYahooChartUrl(ticker: string, params: string) {
+  return `${YAHOO_BASE}/${encodeURIComponent(ticker.trim().toUpperCase())}?${params}`;
+}
+
 function fallbackQuote(ticker: string) {
   const normalized = ticker.trim().toUpperCase();
   let hash = 0;
@@ -15,7 +19,7 @@ export async function getQuote(ticker: string): Promise<number> {
   const normalizedTicker = ticker.trim().toUpperCase();
 
   try {
-    const response = await fetch(`${YAHOO_BASE}/${normalizedTicker}?interval=1d&range=1d`, {
+    const response = await fetch(buildYahooChartUrl(normalizedTicker, 'interval=1d&range=1d'), {
       headers: {
         'User-Agent': 'Mozilla/5.0 (compatible; FiscalClone/3.0)'
       },
@@ -47,7 +51,7 @@ export async function getQuoteOrNull(ticker: string): Promise<number | null> {
   const normalizedTicker = ticker.trim().toUpperCase();
 
   try {
-    const response = await fetch(`${YAHOO_BASE}/${normalizedTicker}?interval=1d&range=1d`, {
+    const response = await fetch(buildYahooChartUrl(normalizedTicker, 'interval=1d&range=1d'), {
       headers: {
         'User-Agent': 'Mozilla/5.0 (compatible; FiscalClone/3.0)'
       },
@@ -87,7 +91,7 @@ export async function getHistoricalClosingPrices(ticker: string, dates: string[]
   }
 
   try {
-    const response = await fetch(`${YAHOO_BASE}/${normalizedTicker}?interval=1d&range=10y`, {
+    const response = await fetch(buildYahooChartUrl(normalizedTicker, 'interval=1d&range=20y'), {
       headers: {
         'User-Agent': 'Mozilla/5.0 (compatible; FiscalClone/3.0)'
       },
@@ -143,7 +147,7 @@ export async function getPriceHistory(ticker: string): Promise<Array<{ date: str
   const normalizedTicker = ticker.trim().toUpperCase();
 
   try {
-    const response = await fetch(`${YAHOO_BASE}/${normalizedTicker}?interval=1wk&range=1y`, {
+    const response = await fetch(buildYahooChartUrl(normalizedTicker, 'interval=1wk&range=20y'), {
       headers: {
         'User-Agent': 'Mozilla/5.0 (compatible; FiscalClone/3.0)'
       },
@@ -195,11 +199,13 @@ export async function getPriceHistory(ticker: string): Promise<Array<{ date: str
   const now = Date.now();
   const base = fallbackQuote(normalizedTicker);
 
-  return Array.from({ length: 26 }, (_, index) => {
+  const totalWeeks = 20 * 52;
-    const step = 25 - index;
+
-    const date = new Date(now - step * 14 * 24 * 60 * 60 * 1000).toISOString();
+  return Array.from({ length: totalWeeks }, (_, index) => {
-    const wave = Math.sin(index / 3.5) * 0.05;
+    const step = (totalWeeks - 1) - index;
-    const trend = (index - 13) * 0.006;
+    const date = new Date(now - step * 7 * 24 * 60 * 60 * 1000).toISOString();
+    const wave = Math.sin(index / 8) * 0.06;
+    const trend = (index - totalWeeks / 2) * 0.0009;
     const close = Math.max(base * (1 + wave + trend), 1);
 
     return {

lib/server/repos/company-financial-bundles.ts

@@ -3,7 +3,8 @@ import type {
   FinancialCadence,
   FinancialSurfaceKind
 } from '@/lib/types';
-import { db } from '@/lib/server/db';
+import { db, getSqliteClient } from '@/lib/server/db';
+import { withFinancialIngestionSchemaRetry } from '@/lib/server/db/financial-ingestion-schema';
 import { companyFinancialBundle } from '@/lib/server/db/schema';
 
 export const CURRENT_COMPANY_FINANCIAL_BUNDLE_VERSION = 14;
@@ -64,34 +65,38 @@ export async function upsertCompanyFinancialBundle(input: {
 }) {
   const now = new Date().toISOString();
 
-  const [saved] = await db
+  const [saved] = await withFinancialIngestionSchemaRetry({
-    .insert(companyFinancialBundle)
+    client: getSqliteClient(),
-    .values({
+    context: 'company-financial-bundle-upsert',
-      ticker: input.ticker.trim().toUpperCase(),
+    operation: async () => await db
-      surface_kind: input.surfaceKind,
+      .insert(companyFinancialBundle)
-      cadence: input.cadence,
+      .values({
-      bundle_version: CURRENT_COMPANY_FINANCIAL_BUNDLE_VERSION,
+        ticker: input.ticker.trim().toUpperCase(),
-      source_snapshot_ids: input.sourceSnapshotIds,
+        surface_kind: input.surfaceKind,
-      source_signature: input.sourceSignature,
+        cadence: input.cadence,
-      payload: input.payload,
-      created_at: now,
-      updated_at: now
-    })
-    .onConflictDoUpdate({
-      target: [
-        companyFinancialBundle.ticker,
-        companyFinancialBundle.surface_kind,
-        companyFinancialBundle.cadence
-      ],
-      set: {
         bundle_version: CURRENT_COMPANY_FINANCIAL_BUNDLE_VERSION,
         source_snapshot_ids: input.sourceSnapshotIds,
         source_signature: input.sourceSignature,
         payload: input.payload,
+        created_at: now,
         updated_at: now
-      }
+      })
-    })
+      .onConflictDoUpdate({
-    .returning();
+        target: [
+          companyFinancialBundle.ticker,
+          companyFinancialBundle.surface_kind,
+          companyFinancialBundle.cadence
+        ],
+        set: {
+          bundle_version: CURRENT_COMPANY_FINANCIAL_BUNDLE_VERSION,
+          source_snapshot_ids: input.sourceSnapshotIds,
+          source_signature: input.sourceSignature,
+          payload: input.payload,
+          updated_at: now
+        }
+      })
+      .returning()
+  });
 
   return toBundleRecord(saved);
 }

lib/server/repos/filing-taxonomy.ts

@@ -11,7 +11,8 @@ import type {
   TaxonomyFactRow,
   TaxonomyStatementRow
 } from '@/lib/types';
-import { db } from '@/lib/server/db';
+import { db, getSqliteClient } from '@/lib/server/db';
+import { withFinancialIngestionSchemaRetry } from '@/lib/server/db/financial-ingestion-schema';
 import {
   filingTaxonomyAsset,
   filingTaxonomyConcept,
@@ -552,38 +553,13 @@ export async function listFilingTaxonomyMetricValidations(snapshotId: number) {
 export async function upsertFilingTaxonomySnapshot(input: UpsertFilingTaxonomySnapshotInput) {
   const now = new Date().toISOString();
 
-  const [saved] = await db
+  const [saved] = await withFinancialIngestionSchemaRetry({
-    .insert(filingTaxonomySnapshot)
+    client: getSqliteClient(),
-    .values({
+    context: 'filing-taxonomy-snapshot-upsert',
-      filing_id: input.filing_id,
+    operation: async () => await db
-      ticker: input.ticker,
+      .insert(filingTaxonomySnapshot)
-      filing_date: input.filing_date,
+      .values({
-      filing_type: input.filing_type,
+        filing_id: input.filing_id,
-      parse_status: input.parse_status,
-      parse_error: input.parse_error,
-      source: input.source,
-      parser_engine: input.parser_engine,
-      parser_version: input.parser_version,
-      taxonomy_regime: input.taxonomy_regime,
-      fiscal_pack: input.fiscal_pack,
-      periods: input.periods,
-      faithful_rows: input.faithful_rows,
-      statement_rows: input.statement_rows,
-      surface_rows: input.surface_rows,
-      detail_rows: input.detail_rows,
-      kpi_rows: input.kpi_rows,
-      derived_metrics: input.derived_metrics,
-      validation_result: input.validation_result,
-      normalization_summary: input.normalization_summary,
-      facts_count: input.facts_count,
-      concepts_count: input.concepts_count,
-      dimensions_count: input.dimensions_count,
-      created_at: now,
-      updated_at: now
-    })
-    .onConflictDoUpdate({
-      target: filingTaxonomySnapshot.filing_id,
-      set: {
         ticker: input.ticker,
         filing_date: input.filing_date,
         filing_type: input.filing_type,
@@ -606,10 +582,39 @@ export async function upsertFilingTaxonomySnapshot(input: UpsertFilingTaxonomySn
         facts_count: input.facts_count,
         concepts_count: input.concepts_count,
         dimensions_count: input.dimensions_count,
+        created_at: now,
         updated_at: now
-      }
+      })
-    })
+      .onConflictDoUpdate({
-    .returning();
+        target: filingTaxonomySnapshot.filing_id,
+        set: {
+          ticker: input.ticker,
+          filing_date: input.filing_date,
+          filing_type: input.filing_type,
+          parse_status: input.parse_status,
+          parse_error: input.parse_error,
+          source: input.source,
+          parser_engine: input.parser_engine,
+          parser_version: input.parser_version,
+          taxonomy_regime: input.taxonomy_regime,
+          fiscal_pack: input.fiscal_pack,
+          periods: input.periods,
+          faithful_rows: input.faithful_rows,
+          statement_rows: input.statement_rows,
+          surface_rows: input.surface_rows,
+          detail_rows: input.detail_rows,
+          kpi_rows: input.kpi_rows,
+          derived_metrics: input.derived_metrics,
+          validation_result: input.validation_result,
+          normalization_summary: input.normalization_summary,
+          facts_count: input.facts_count,
+          concepts_count: input.concepts_count,
+          dimensions_count: input.dimensions_count,
+          updated_at: now
+        }
+      })
+      .returning()
+  });
 
   const snapshotId = saved.id;
 

lib/types.ts

@@ -498,11 +498,16 @@ export type NormalizationSummary = {
 };
 
 export type NormalizationMetadata = {
+  parserEngine: string;
   regime: 'us-gaap' | 'ifrs-full' | 'unknown';
   fiscalPack: string | null;
   parserVersion: string;
+  surfaceRowCount: number;
+  detailRowCount: number;
+  kpiRowCount: number;
   unmappedRowCount: number;
   materialUnmappedRowCount: number;
+  warnings: string[];
 };
 
 export type RatioRow = DerivedFinancialRow & {
@@ -741,6 +746,7 @@ export type CompanyAnalysis = {
   quote: number;
   position: Holding | null;
   priceHistory: Array<{ date: string; close: number }>;
+  benchmarkHistory: Array<{ date: string; close: number }>;
   financials: CompanyFinancialPoint[];
   filings: Filing[];
   aiReports: CompanyAiReport[];
@@ -788,3 +794,88 @@ export type ActiveContext = {
   pathname: string;
   activeTicker: string | null;
 };
+
+// Chart Types
+export type ChartType = 'line' | 'combination';
+export type TimeRange = '1W' | '1M' | '3M' | '1Y' | '3Y' | '5Y' | '10Y' | '20Y';
+
+// Chart Data Formats
+export type PriceDataPoint = {
+  date: string;
+  price: number;
+};
+
+export type OHLCVDataPoint = {
+  date: string;
+  open: number;
+  high: number;
+  low: number;
+  close: number;
+  volume: number;
+};
+
+export type ChartDataPoint = PriceDataPoint | OHLCVDataPoint;
+
+export type DataSeries<T extends ChartDataPoint = ChartDataPoint> = {
+  id: string;
+  label: string;
+  data: T[];
+  color?: string;
+  type?: 'line' | 'area' | 'bar';
+  visible?: boolean;
+};
+
+// Chart Configuration
+export type ChartZoomState = {
+  startIndex: number;
+  endIndex: number;
+  isZoomed: boolean;
+};
+
+export type ChartColorPalette = {
+  primary: string;
+  secondary: string;
+  positive: string;
+  negative: string;
+  grid: string;
+  text: string;
+  muted: string;
+  tooltipBg: string;
+  tooltipBorder: string;
+  volume: string;
+};
+
+export type InteractivePriceChartProps = {
+  // Data
+  data: ChartDataPoint[];
+  dataSeries?: DataSeries[];
+
+  // Configuration
+  defaultChartType?: ChartType;
+  defaultTimeRange?: TimeRange;
+  showVolume?: boolean;
+  showToolbar?: boolean;
+  height?: number;
+
+  // Customization
+  colors?: Partial<ChartColorPalette>;
+  formatters?: {
+    price?: (value: number) => string;
+    date?: (value: string) => string;
+    volume?: (value: number) => string;
+  };
+
+  // Event handlers
+  onChartTypeChange?: (type: ChartType) => void;
+  onTimeRangeChange?: (range: TimeRange) => void;
+  onDataPointHover?: (point: ChartDataPoint | null) => void;
+  onZoomChange?: (state: ChartZoomState) => void;
+
+  // State
+  loading?: boolean;
+  error?: string | null;
+
+  // Accessibility
+  ariaLabel?: string;
+  description?: string;
+};

next-env.d.ts

@@ -1,6 +1,6 @@
 /// <reference types="next" />
 /// <reference types="next/image-types/global" />
-import "./.next/types/routes.d.ts";
+import "./.next/dev/types/routes.d.ts";
 
 // NOTE: This file should not be edited
 // see https://nextjs.org/docs/app/api-reference/config/typescript for more information.

package.json

@@ -21,6 +21,7 @@
     "backfill:search-index": "bun run scripts/backfill-search-index.ts",
     "backfill:taxonomy-snapshots": "bun run scripts/backfill-taxonomy-snapshots.ts",
     "compare:fiscal-ai": "bun run scripts/compare-fiscal-ai-statements.ts",
+    "repair:financial-ingestion-schema": "bun run scripts/repair-financial-ingestion-schema.ts",
     "report:taxonomy-health": "bun run scripts/report-taxonomy-health.ts",
     "db:generate": "bun x drizzle-kit generate",
     "db:migrate": "bun x drizzle-kit migrate",
@@ -43,6 +44,7 @@
     "date-fns": "^4.1.0",
     "drizzle-orm": "^0.41.0",
     "elysia": "latest",
+    "html-to-image": "^1.11.13",
     "lucide-react": "^0.575.0",
     "next": "^16.1.6",
     "react": "^19.2.4",

scripts/bootstrap-production.ts

@@ -4,6 +4,10 @@ import { dirname } from 'node:path';
 import { Database } from 'bun:sqlite';
 import { drizzle } from 'drizzle-orm/bun-sqlite';
 import { migrate } from 'drizzle-orm/bun-sqlite/migrator';
+import {
+  ensureFinancialIngestionSchemaHealthy,
+  resolveFinancialSchemaRepairMode
+} from '../lib/server/db/financial-ingestion-schema';
 import { resolveSqlitePath } from './dev-env';
 
 function trim(value: string | undefined) {
@@ -74,6 +78,13 @@ function runDatabaseMigrations() {
   try {
     client.exec('PRAGMA foreign_keys = ON;');
     migrate(drizzle(client), { migrationsFolder: './drizzle' });
+
+    const repairResult = ensureFinancialIngestionSchemaHealthy(client, {
+      mode: resolveFinancialSchemaRepairMode(process.env.FINANCIAL_SCHEMA_REPAIR_MODE)
+    });
+    if (!repairResult.ok) {
+      throw new Error(repairResult.error ?? `financial ingestion schema is ${repairResult.mode}`);
+    }
   } finally {
     client.close();
   }

scripts/dev.ts

@@ -3,6 +3,10 @@ import { mkdirSync, readFileSync } from 'node:fs';
 import { Database } from 'bun:sqlite';
 import { createServer } from 'node:net';
 import { dirname, join } from 'node:path';
+import {
+  ensureFinancialIngestionSchemaHealthy,
+  resolveFinancialSchemaRepairMode
+} from '../lib/server/db/financial-ingestion-schema';
 import { buildLocalDevConfig, resolveSqlitePath } from './dev-env';
 
 type DrizzleJournal = {
@@ -126,6 +130,33 @@ mkdirSync(env.WORKFLOW_LOCAL_DATA_DIR ?? '.workflow-data', { recursive: true });
 
 const initializedDatabase = bootstrapFreshDatabase(env.DATABASE_URL ?? '');
 
+if (!initializedDatabase && databasePath && databasePath !== ':memory:') {
+  const client = new Database(databasePath, { create: true });
+
+  try {
+    client.exec('PRAGMA foreign_keys = ON;');
+    const repairResult = ensureFinancialIngestionSchemaHealthy(client, {
+      mode: resolveFinancialSchemaRepairMode(env.FINANCIAL_SCHEMA_REPAIR_MODE)
+    });
+
+    if (repairResult.mode === 'repaired') {
+      console.info(
+        `[dev] repaired financial ingestion schema (missing indexes: ${repairResult.repair?.missingIndexesBefore.join(', ') || 'none'}; duplicate groups resolved: ${repairResult.repair?.duplicateGroupsResolved ?? 0}; bundle cache cleared: ${repairResult.repair?.bundleCacheCleared ? 'yes' : 'no'})`
+      );
+    } else if (repairResult.mode === 'drifted') {
+      console.warn(
+        `[dev] financial ingestion schema drift detected (missing indexes: ${repairResult.missingIndexes.join(', ') || 'none'}; duplicate groups: ${repairResult.duplicateGroups})`
+      );
+    } else if (repairResult.mode === 'failed') {
+      console.warn(
+        `[dev] financial ingestion schema repair failed: ${repairResult.error ?? 'unknown error'}`
+      );
+    }
+  } finally {
+    client.close();
+  }
+}
+
 console.info(`[dev] local origin ${config.publicOrigin}`);
 console.info(`[dev] sqlite ${env.DATABASE_URL}`);
 console.info(`[dev] workflow ${env.WORKFLOW_TARGET_WORLD} (${env.WORKFLOW_LOCAL_DATA_DIR})`);