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14a7773504c045c066c7444b48ecceb218ec2644
Neon-Desk/drizzle/0012_crazy_molecule_man.sql
francy51 14a7773504 Add consolidated disclosure statement type 
Create unified disclosure statement to organize footnote disclosures
separate from primary financial statements. Disclosures are now grouped
by type (tax, debt, securities, derivatives, leases, intangibles, ma,
revenue, cash_flow) in a dedicated statement type for cleaner UI
presentation.
2026-03-16 18:54:23 -04:00

361 lines
16 KiB
SQL
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CREATE TABLE `company_financial_bundle` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`ticker` text NOT NULL,
`surface_kind` text NOT NULL,
`cadence` text NOT NULL,
`bundle_version` integer NOT NULL,
`source_snapshot_ids` text NOT NULL,
`source_signature` text NOT NULL,
`payload` text NOT NULL,
`created_at` text NOT NULL,
`updated_at` text NOT NULL
);
--> statement-breakpoint
CREATE UNIQUE INDEX `company_financial_bundle_uidx` ON `company_financial_bundle` (`ticker`,`surface_kind`,`cadence`);--> statement-breakpoint
CREATE INDEX `company_financial_bundle_ticker_idx` ON `company_financial_bundle` (`ticker`,`updated_at`);--> statement-breakpoint
CREATE TABLE `company_overview_cache` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`user_id` text NOT NULL,
`ticker` text NOT NULL,
`cache_version` integer NOT NULL,
`source_signature` text NOT NULL,
`payload` text NOT NULL,
`created_at` text NOT NULL,
`updated_at` text NOT NULL,
FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE UNIQUE INDEX `company_overview_cache_uidx` ON `company_overview_cache` (`user_id`,`ticker`);--> statement-breakpoint
CREATE INDEX `company_overview_cache_lookup_idx` ON `company_overview_cache` (`user_id`,`ticker`,`updated_at`);--> statement-breakpoint
CREATE TABLE `filing_statement_snapshot` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`filing_id` integer NOT NULL,
`ticker` text NOT NULL,
`filing_date` text NOT NULL,
`filing_type` text NOT NULL,
`period_end` text,
`statement_bundle` text,
`standardized_bundle` text,
`dimension_bundle` text,
`parse_status` text NOT NULL,
`parse_error` text,
`source` text NOT NULL,
`created_at` text NOT NULL,
`updated_at` text NOT NULL,
FOREIGN KEY (`filing_id`) REFERENCES `filing`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE UNIQUE INDEX `filing_stmt_filing_uidx` ON `filing_statement_snapshot` (`filing_id`);--> statement-breakpoint
CREATE INDEX `filing_stmt_ticker_date_idx` ON `filing_statement_snapshot` (`ticker`,`filing_date`);--> statement-breakpoint
CREATE INDEX `filing_stmt_date_idx` ON `filing_statement_snapshot` (`filing_date`);--> statement-breakpoint
CREATE INDEX `filing_stmt_status_idx` ON `filing_statement_snapshot` (`parse_status`);--> statement-breakpoint
CREATE TABLE `filing_taxonomy_asset` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`snapshot_id` integer NOT NULL,
`asset_type` text NOT NULL,
`name` text NOT NULL,
`url` text NOT NULL,
`size_bytes` integer,
`score` numeric,
`is_selected` integer DEFAULT false NOT NULL,
`created_at` text NOT NULL,
FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE INDEX `filing_taxonomy_asset_snapshot_idx` ON `filing_taxonomy_asset` (`snapshot_id`);--> statement-breakpoint
CREATE INDEX `filing_taxonomy_asset_type_idx` ON `filing_taxonomy_asset` (`snapshot_id`,`asset_type`);--> statement-breakpoint
CREATE TABLE `filing_taxonomy_concept` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`snapshot_id` integer NOT NULL,
`concept_key` text NOT NULL,
`qname` text NOT NULL,
`namespace_uri` text NOT NULL,
`local_name` text NOT NULL,
`label` text,
`is_extension` integer DEFAULT false NOT NULL,
`balance` text,
`period_type` text,
`data_type` text,
`statement_kind` text,
`role_uri` text,
`authoritative_concept_key` text,
`mapping_method` text,
`surface_key` text,
`detail_parent_surface_key` text,
`kpi_key` text,
`residual_flag` integer DEFAULT false NOT NULL,
`presentation_order` numeric,
`presentation_depth` integer,
`parent_concept_key` text,
`is_abstract` integer DEFAULT false NOT NULL,
`created_at` text NOT NULL,
FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE INDEX `filing_taxonomy_concept_snapshot_idx` ON `filing_taxonomy_concept` (`snapshot_id`);--> statement-breakpoint
CREATE INDEX `filing_taxonomy_concept_statement_idx` ON `filing_taxonomy_concept` (`snapshot_id`,`statement_kind`);--> statement-breakpoint
CREATE UNIQUE INDEX `filing_taxonomy_concept_uidx` ON `filing_taxonomy_concept` (`snapshot_id`,`concept_key`,`role_uri`,`presentation_order`);--> statement-breakpoint
CREATE TABLE `filing_taxonomy_context` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`snapshot_id` integer NOT NULL,
`context_id` text NOT NULL,
`entity_identifier` text,
`entity_scheme` text,
`period_start` text,
`period_end` text,
`period_instant` text,
`segment_json` text,
`scenario_json` text,
`created_at` text NOT NULL,
FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE INDEX `filing_taxonomy_context_snapshot_idx` ON `filing_taxonomy_context` (`snapshot_id`);--> statement-breakpoint
CREATE UNIQUE INDEX `filing_taxonomy_context_uidx` ON `filing_taxonomy_context` (`snapshot_id`,`context_id`);--> statement-breakpoint
CREATE TABLE `filing_taxonomy_fact` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`snapshot_id` integer NOT NULL,
`concept_key` text NOT NULL,
`qname` text NOT NULL,
`namespace_uri` text NOT NULL,
`local_name` text NOT NULL,
`data_type` text,
`statement_kind` text,
`role_uri` text,
`authoritative_concept_key` text,
`mapping_method` text,
`surface_key` text,
`detail_parent_surface_key` text,
`kpi_key` text,
`residual_flag` integer DEFAULT false NOT NULL,
`context_id` text NOT NULL,
`unit` text,
`decimals` text,
`precision` text,
`nil` integer DEFAULT false NOT NULL,
`value_num` numeric NOT NULL,
`period_start` text,
`period_end` text,
`period_instant` text,
`dimensions` text NOT NULL,
`is_dimensionless` integer DEFAULT true NOT NULL,
`source_file` text,
`created_at` text NOT NULL,
FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE INDEX `filing_taxonomy_fact_snapshot_idx` ON `filing_taxonomy_fact` (`snapshot_id`);--> statement-breakpoint
CREATE INDEX `filing_taxonomy_fact_concept_idx` ON `filing_taxonomy_fact` (`snapshot_id`,`concept_key`);--> statement-breakpoint
CREATE INDEX `filing_taxonomy_fact_period_idx` ON `filing_taxonomy_fact` (`snapshot_id`,`period_end`,`period_instant`);--> statement-breakpoint
CREATE INDEX `filing_taxonomy_fact_statement_idx` ON `filing_taxonomy_fact` (`snapshot_id`,`statement_kind`);--> statement-breakpoint
CREATE TABLE `filing_taxonomy_metric_validation` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`snapshot_id` integer NOT NULL,
`metric_key` text NOT NULL,
`taxonomy_value` numeric,
`llm_value` numeric,
`absolute_diff` numeric,
`relative_diff` numeric,
`status` text NOT NULL,
`evidence_pages` text NOT NULL,
`pdf_url` text,
`provider` text,
`model` text,
`error` text,
`created_at` text NOT NULL,
`updated_at` text NOT NULL,
FOREIGN KEY (`snapshot_id`) REFERENCES `filing_taxonomy_snapshot`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE INDEX `filing_taxonomy_metric_validation_snapshot_idx` ON `filing_taxonomy_metric_validation` (`snapshot_id`);--> statement-breakpoint
CREATE INDEX `filing_taxonomy_metric_validation_status_idx` ON `filing_taxonomy_metric_validation` (`snapshot_id`,`status`);--> statement-breakpoint
CREATE UNIQUE INDEX `filing_taxonomy_metric_validation_uidx` ON `filing_taxonomy_metric_validation` (`snapshot_id`,`metric_key`);--> statement-breakpoint
CREATE TABLE `filing_taxonomy_snapshot` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`filing_id` integer NOT NULL,
`ticker` text NOT NULL,
`filing_date` text NOT NULL,
`filing_type` text NOT NULL,
`parse_status` text NOT NULL,
`parse_error` text,
`source` text NOT NULL,
`parser_engine` text DEFAULT 'fiscal-xbrl' NOT NULL,
`parser_version` text DEFAULT 'unknown' NOT NULL,
`taxonomy_regime` text DEFAULT 'unknown' NOT NULL,
`fiscal_pack` text,
`periods` text,
`faithful_rows` text,
`statement_rows` text,
`surface_rows` text,
`detail_rows` text,
`kpi_rows` text,
`computed_definitions` text,
`derived_metrics` text,
`validation_result` text,
`normalization_summary` text,
`facts_count` integer DEFAULT 0 NOT NULL,
`concepts_count` integer DEFAULT 0 NOT NULL,
`dimensions_count` integer DEFAULT 0 NOT NULL,
`created_at` text NOT NULL,
`updated_at` text NOT NULL,
FOREIGN KEY (`filing_id`) REFERENCES `filing`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE UNIQUE INDEX `filing_taxonomy_snapshot_filing_uidx` ON `filing_taxonomy_snapshot` (`filing_id`);--> statement-breakpoint
CREATE INDEX `filing_taxonomy_snapshot_ticker_date_idx` ON `filing_taxonomy_snapshot` (`ticker`,`filing_date`);--> statement-breakpoint
CREATE INDEX `filing_taxonomy_snapshot_status_idx` ON `filing_taxonomy_snapshot` (`parse_status`);--> statement-breakpoint
CREATE TABLE `research_artifact` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`user_id` text NOT NULL,
`organization_id` text,
`ticker` text NOT NULL,
`accession_number` text,
`kind` text NOT NULL,
`source` text DEFAULT 'user' NOT NULL,
`subtype` text,
`title` text,
`summary` text,
`body_markdown` text,
`search_text` text,
`visibility_scope` text DEFAULT 'private' NOT NULL,
`tags` text,
`metadata` text,
`file_name` text,
`mime_type` text,
`file_size_bytes` integer,
`storage_path` text,
`created_at` text NOT NULL,
`updated_at` text NOT NULL,
FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade,
FOREIGN KEY (`organization_id`) REFERENCES `organization`(`id`) ON UPDATE no action ON DELETE set null
);
--> statement-breakpoint
CREATE INDEX `research_artifact_ticker_idx` ON `research_artifact` (`user_id`,`ticker`,`updated_at`);--> statement-breakpoint
CREATE INDEX `research_artifact_kind_idx` ON `research_artifact` (`user_id`,`kind`,`updated_at`);--> statement-breakpoint
CREATE INDEX `research_artifact_accession_idx` ON `research_artifact` (`user_id`,`accession_number`);--> statement-breakpoint
CREATE INDEX `research_artifact_source_idx` ON `research_artifact` (`user_id`,`source`,`updated_at`);--> statement-breakpoint
CREATE TABLE `research_journal_entry` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`user_id` text NOT NULL,
`ticker` text NOT NULL,
`accession_number` text,
`entry_type` text NOT NULL,
`title` text,
`body_markdown` text NOT NULL,
`metadata` text,
`created_at` text NOT NULL,
`updated_at` text NOT NULL,
FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE INDEX `research_journal_ticker_idx` ON `research_journal_entry` (`user_id`,`ticker`,`created_at`);--> statement-breakpoint
CREATE INDEX `research_journal_accession_idx` ON `research_journal_entry` (`user_id`,`accession_number`);--> statement-breakpoint
CREATE TABLE `research_memo` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`user_id` text NOT NULL,
`organization_id` text,
`ticker` text NOT NULL,
`rating` text,
`conviction` text,
`time_horizon_months` integer,
`packet_title` text,
`packet_subtitle` text,
`thesis_markdown` text DEFAULT '' NOT NULL,
`variant_view_markdown` text DEFAULT '' NOT NULL,
`catalysts_markdown` text DEFAULT '' NOT NULL,
`risks_markdown` text DEFAULT '' NOT NULL,
`disconfirming_evidence_markdown` text DEFAULT '' NOT NULL,
`next_actions_markdown` text DEFAULT '' NOT NULL,
`created_at` text NOT NULL,
`updated_at` text NOT NULL,
FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade,
FOREIGN KEY (`organization_id`) REFERENCES `organization`(`id`) ON UPDATE no action ON DELETE set null
);
--> statement-breakpoint
CREATE UNIQUE INDEX `research_memo_ticker_uidx` ON `research_memo` (`user_id`,`ticker`);--> statement-breakpoint
CREATE INDEX `research_memo_updated_idx` ON `research_memo` (`user_id`,`updated_at`);--> statement-breakpoint
CREATE TABLE `research_memo_evidence` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`memo_id` integer NOT NULL,
`artifact_id` integer NOT NULL,
`section` text NOT NULL,
`annotation` text,
`sort_order` integer DEFAULT 0 NOT NULL,
`created_at` text NOT NULL,
FOREIGN KEY (`memo_id`) REFERENCES `research_memo`(`id`) ON UPDATE no action ON DELETE cascade,
FOREIGN KEY (`artifact_id`) REFERENCES `research_artifact`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE INDEX `research_memo_evidence_memo_idx` ON `research_memo_evidence` (`memo_id`,`section`,`sort_order`);--> statement-breakpoint
CREATE INDEX `research_memo_evidence_artifact_idx` ON `research_memo_evidence` (`artifact_id`);--> statement-breakpoint
CREATE UNIQUE INDEX `research_memo_evidence_unique_uidx` ON `research_memo_evidence` (`memo_id`,`artifact_id`,`section`);--> statement-breakpoint
CREATE TABLE `search_chunk` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`document_id` integer NOT NULL,
`chunk_index` integer NOT NULL,
`chunk_text` text NOT NULL,
`char_count` integer NOT NULL,
`start_offset` integer NOT NULL,
`end_offset` integer NOT NULL,
`heading_path` text,
`citation_label` text NOT NULL,
`created_at` text NOT NULL,
FOREIGN KEY (`document_id`) REFERENCES `search_document`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE UNIQUE INDEX `search_chunk_document_chunk_uidx` ON `search_chunk` (`document_id`,`chunk_index`);--> statement-breakpoint
CREATE INDEX `search_chunk_document_idx` ON `search_chunk` (`document_id`);--> statement-breakpoint
CREATE TABLE `search_document` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`source_kind` text NOT NULL,
`source_ref` text NOT NULL,
`scope` text NOT NULL,
`user_id` text,
`ticker` text,
`accession_number` text,
`title` text,
`content_text` text NOT NULL,
`content_hash` text NOT NULL,
`metadata` text,
`index_status` text NOT NULL,
`indexed_at` text,
`last_error` text,
`created_at` text NOT NULL,
`updated_at` text NOT NULL,
FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE UNIQUE INDEX `search_document_source_uidx` ON `search_document` (`scope`,`ifnull("user_id"`,` '')`,`source_kind`,`source_ref`);--> statement-breakpoint
CREATE INDEX `search_document_scope_idx` ON `search_document` (`scope`,`source_kind`,`ticker`,`updated_at`);--> statement-breakpoint
CREATE INDEX `search_document_accession_idx` ON `search_document` (`accession_number`,`source_kind`);--> statement-breakpoint
CREATE TABLE `task_stage_event` (
`id` integer PRIMARY KEY AUTOINCREMENT NOT NULL,
`task_id` text NOT NULL,
`user_id` text NOT NULL,
`stage` text NOT NULL,
`stage_detail` text,
`stage_context` text,
`status` text NOT NULL,
`created_at` text NOT NULL,
FOREIGN KEY (`task_id`) REFERENCES `task_run`(`id`) ON UPDATE no action ON DELETE cascade,
FOREIGN KEY (`user_id`) REFERENCES `user`(`id`) ON UPDATE no action ON DELETE cascade
);
--> statement-breakpoint
CREATE INDEX `task_stage_event_task_created_idx` ON `task_stage_event` (`task_id`,`created_at`);--> statement-breakpoint
CREATE INDEX `task_stage_event_user_created_idx` ON `task_stage_event` (`user_id`,`created_at`);--> statement-breakpoint
ALTER TABLE `holding` ADD `company_name` text;--> statement-breakpoint
ALTER TABLE `task_run` ADD `stage` text NOT NULL;--> statement-breakpoint
ALTER TABLE `task_run` ADD `stage_detail` text;--> statement-breakpoint
ALTER TABLE `task_run` ADD `stage_context` text;--> statement-breakpoint
ALTER TABLE `task_run` ADD `resource_key` text;--> statement-breakpoint
ALTER TABLE `task_run` ADD `notification_read_at` text;--> statement-breakpoint
ALTER TABLE `task_run` ADD `notification_silenced_at` text;--> statement-breakpoint
CREATE INDEX `task_user_updated_idx` ON `task_run` (`user_id`,`updated_at`);--> statement-breakpoint
CREATE INDEX `task_user_resource_status_idx` ON `task_run` (`user_id`,`task_type`,`resource_key`,`status`,`created_at`);--> statement-breakpoint
ALTER TABLE `watchlist_item` ADD `category` text;--> statement-breakpoint
ALTER TABLE `watchlist_item` ADD `tags` text;--> statement-breakpoint
ALTER TABLE `watchlist_item` ADD `status` text DEFAULT 'backlog' NOT NULL;--> statement-breakpoint
ALTER TABLE `watchlist_item` ADD `priority` text DEFAULT 'medium' NOT NULL;--> statement-breakpoint
ALTER TABLE `watchlist_item` ADD `updated_at` text NOT NULL;--> statement-breakpoint
ALTER TABLE `watchlist_item` ADD `last_reviewed_at` text;--> statement-breakpoint
CREATE INDEX `watchlist_user_updated_idx` ON `watchlist_item` (`user_id`,`updated_at`);
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