WIP main worktree changes before merge

2026-03-13 00:20:22 -04:00
parent 58bf80189d
commit e5141238fb
25 changed files with 940 additions and 208 deletions
--- a/app/analysis/page.tsx
+++ b/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>

--- a/app/financials/page.tsx
+++ b/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)]">
-                USD · {valueScaleLabel}
-              </p>
+              <div className="space-y-2">
+                <p className="text-xs uppercase tracking-[0.24em] text-[color:var(--terminal-muted)]">
+                  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
--- a/bun.lock
+++ b/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=="],
--- a/components/analysis/price-history-card.tsx
+++ b/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) => ({
-    ...point,
-    label: formatShortDate(point.date)
-  }));
-  const firstPoint = props.priceHistory[0] ?? null;
-  const lastPoint = props.priceHistory[props.priceHistory.length - 1] ?? null;
-  const change = firstPoint && lastPoint ? lastPoint.close - firstPoint.close : null;
-  const changePct = firstPoint && lastPoint && firstPoint.close !== 0
-    ? ((lastPoint.close - firstPoint.close) / firstPoint.close) * 100
+  const firstPoint = props.priceHistory[0];
+  const lastPoint = props.priceHistory[props.priceHistory.length - 1];
+  const inPortfolio = props.position !== null;
+
+  const defaultChange = firstPoint && lastPoint ? lastPoint.close - firstPoint.close : null;
+  const defaultChangePct = firstPoint && firstPoint.close > 0 && defaultChange !== null
+    ? (defaultChange / 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
-      title="Price chart"
-      subtitle="One-year weekly close with current spot price and trailing move."
-      className="h-full pt-2"
-    >
-      <div className="grid gap-4 xl:grid-cols-[minmax(0,1fr)_220px]">
-        <div>
-          {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>
+    <Panel title="Price chart" subtitle="Interactive chart with historical data">
+      <div className="space-y-4">
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-3">
+          <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>
+            <p className={`mt-2 text-2xl font-semibold ${statusToneClass}`}>{inPortfolio ? 'In portfolio' : 'Not in portfolio'}</p>
+            <p className="mt-2 text-xs text-[color:var(--terminal-muted)]">{helperText}</p>
          </div>
-          <div className="border-b border-[color:var(--line-weak)] px-4 py-4 xl:border-b">
-            <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">1Y change</p>
-            <p className={`mt-2 text-2xl font-semibold ${change !== null && change < 0 ? 'text-[#ff9f9f]' : 'text-[#96f5bf]'}`}>
+          <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)]">{changeLabel}</p>
+            <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={`mt-2 text-2xl font-semibold ${changePct !== null && changePct < 0 ? 'text-[#ff9f9f]' : 'text-[#96f5bf]'}`}>
+            <p className="text-xs uppercase tracking-[0.14em] text-[color:var(--terminal-muted)]">{rangeLabel}</p>
+            <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>
  );
--- a/components/financials/normalization-summary.tsx
+++ b/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" />
--- a/components/financials/statement-row-inspector.tsx
+++ b/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>

--- a/e2e/financials.spec.ts
+++ b/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,
-        materialUnmappedRowCount: 0
+        surfaceRowCount: 8,
+        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) => {
--- a/e2e/graphing.spec.ts
+++ b/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
    }
--- a/lib/financials/statement-view-model.test.ts
+++ b/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
+    });
+  });
 });
--- a/lib/financials/statement-view-model.ts
+++ b/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
-    ? input.statementDetails?.[parentSurfaceKey] ?? []
-    : Object.values(input.statementDetails ?? {}).flat();
+  const detailRows = parentSurfaceKey === UNMAPPED_DETAIL_GROUP_KEY
+    ? input.statementDetails?.[UNMAPPED_DETAIL_GROUP_KEY] ?? []
+    : parentSurfaceKey
+      ? input.statementDetails?.[parentSurfaceKey] ?? []
+      : Object.values(input.statementDetails ?? {}).flat();
  const row = detailRows.find((candidate) => candidate.key === selection.key) ?? null;

  if (!row) {
--- a/lib/graphing/series.test.ts
+++ b/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;
--- a/lib/server/api/app.ts
+++ b/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,
-            reason: workflowBackend.reason
+            ok: workflowBackend.ok,
+            ...(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,
--- a/lib/server/api/task-workflow-hybrid.e2e.test.ts
+++ b/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);
--- a/lib/server/db/index.ts
+++ b/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;
--- a/lib/server/financial-taxonomy.test.ts
+++ b/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'
+      ]
    });
  });

--- a/lib/server/financial-taxonomy.ts
+++ b/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 },
-    sourceConcepts: [...row.sourceConcepts],
-    sourceFactIds: [...row.sourceFactIds]
+    values: { ...(row.values ?? {}) },
+    sourceConcepts: [...(row.sourceConcepts ?? [])],
+    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],
-          sourceRowKeys: [...row.sourceRowKeys],
-          sourceFactIds: [...row.sourceFactIds],
+          sourceConcepts: [...sourceConcepts],
+          sourceRowKeys: [...sourceRowKeys],
+          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.sourceRowKeys = [...new Set([...existing.sourceRowKeys, ...row.sourceRowKeys])].sort((left, right) => left.localeCompare(right));
-      existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...row.sourceFactIds])].sort((left, right) => left - right);
+      existing.sourceConcepts = [...new Set([...existing.sourceConcepts, ...sourceConcepts])].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, ...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],
-            dimensionsSummary: [...row.dimensionsSummary]
+            sourceFactIds: [...sourceFactIds],
+            dimensionsSummary: [...dimensionsSummary]
          });
          continue;
        }
@@ -430,8 +457,8 @@ function aggregateDetailRows(input: {
          }
        }

-        existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...row.sourceFactIds])].sort((left, right) => left - right);
-        existing.dimensionsSummary = [...new Set([...existing.dimensionsSummary, ...row.dimensionsSummary])].sort((left, right) => left.localeCompare(right));
+        existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...sourceFactIds])].sort((left, right) => left - 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],
-          sourceFactIds: [...row.sourceFactIds]
+          sourceConcepts: [...sourceConcepts],
+          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.sourceFactIds = [...new Set([...existing.sourceFactIds, ...row.sourceFactIds])].sort((left, right) => left - right);
+      existing.sourceConcepts = [...new Set([...existing.sourceConcepts, ...sourceConcepts])].sort((left, right) => left.localeCompare(right));
+      existing.sourceFactIds = [...new Set([...existing.sourceFactIds, ...sourceFactIds])].sort((left, right) => left - right);
      existing.hasDimensions = existing.hasDimensions || row.hasDimensions;
    }
  }
--- a/lib/server/financials/cadence.ts
+++ b/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);
        }
--- a/lib/server/prices.ts
+++ b/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 step = 25 - index;
-    const date = new Date(now - step * 14 * 24 * 60 * 60 * 1000).toISOString();
-    const wave = Math.sin(index / 3.5) * 0.05;
-    const trend = (index - 13) * 0.006;
+  const totalWeeks = 20 * 52;
+
+  return Array.from({ length: totalWeeks }, (_, index) => {
+    const step = (totalWeeks - 1) - index;
+    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 {
--- a/lib/server/repos/company-financial-bundles.ts
+++ b/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
-    .insert(companyFinancialBundle)
-    .values({
-      ticker: input.ticker.trim().toUpperCase(),
-      surface_kind: input.surfaceKind,
-      cadence: input.cadence,
-      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({
-      target: [
-        companyFinancialBundle.ticker,
-        companyFinancialBundle.surface_kind,
-        companyFinancialBundle.cadence
-      ],
-      set: {
+  const [saved] = await withFinancialIngestionSchemaRetry({
+    client: getSqliteClient(),
+    context: 'company-financial-bundle-upsert',
+    operation: async () => await db
+      .insert(companyFinancialBundle)
+      .values({
+        ticker: input.ticker.trim().toUpperCase(),
+        surface_kind: input.surfaceKind,
+        cadence: input.cadence,
        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
-      }
-    })
-    .returning();
+      })
+      .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,
+          updated_at: now
+        }
+      })
+      .returning()
+  });

  return toBundleRecord(saved);
 }
--- a/lib/server/repos/filing-taxonomy.ts
+++ b/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
-    .insert(filingTaxonomySnapshot)
-    .values({
-      filing_id: input.filing_id,
-      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,
-      created_at: now,
-      updated_at: now
-    })
-    .onConflictDoUpdate({
-      target: filingTaxonomySnapshot.filing_id,
-      set: {
+  const [saved] = await withFinancialIngestionSchemaRetry({
+    client: getSqliteClient(),
+    context: 'filing-taxonomy-snapshot-upsert',
+    operation: async () => await db
+      .insert(filingTaxonomySnapshot)
+      .values({
+        filing_id: input.filing_id,
        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
-      }
-    })
-    .returning();
+      })
+      .onConflictDoUpdate({
+        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;

--- a/lib/types.ts
+++ b/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;
+};
--- a/next-env.d.ts
+++ b/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.
--- a/package.json
+++ b/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",
--- a/scripts/bootstrap-production.ts
+++ b/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();
  }
--- a/scripts/dev.ts
+++ b/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})`);