feat(dolt): migration 026 + models — fundamentals/earnings schema (A1 schema)

First reviewable slice of workstream A: schema only, no importers, no data.

- data_import_runs: lean batch-import audit (source/revision/status,
  row_counts_json + validation_json as Text-holding-JSON per repo convention).
- fundamental_snapshots: CIK-keyed, one immutable row per accession; stores
  per-period raw facts (duration = cumulative YTD/FY, balance-sheet =
  period-end) plus period_start/period_end/fiscal_year/fiscal_period so
  discrete quarters, Q4, TTM and YoY are derived at read time.
- earnings_events: Dolt-sourced calendar + surprise history, unique
  (ticker_id, announce_date).
- tickers: nullable cik/sic/sic_description — the ticker<->issuer join point.

fundamental_data is left untouched (cutover gated separately at A5). Models
registered in app/models/__init__.py; Ticker gains an earnings_events
relationship. Verified: create_all builds the tables, mappers configure, and
migration 026 renders valid Postgres DDL up and down.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
dennisthiessenandClaude Opus 4.8 committed 2026-07-22 00:07:17 +02:00
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commit 949cbbe7c0
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@@ -14,6 +14,13 @@ class Ticker(Base):
# Company name (e.g. "Biogen Inc."); backfilled from Alpaca, nullable for
# symbols Alpaca doesn't know.
name: Mapped[str | None] = mapped_column(String(120), nullable=True)
# SEC issuer identity, refreshed by the SEC fundamentals import from
# company_tickers.json / submissions. The only ticker<->issuer join point;
# multi-class tickers (GOOG/GOOGL) share these values. Nullable: not every
# symbol resolves to a CIK (e.g. ADRs, foreign issuers not in SEC data).
cik: Mapped[str | None] = mapped_column(String(10), nullable=True)
sic: Mapped[str | None] = mapped_column(String(4), nullable=True)
sic_description: Mapped[str | None] = mapped_column(String(160), nullable=True)
created_at: Mapped[datetime] = mapped_column(
DateTime(timezone=True), default=datetime.utcnow, nullable=False
)
@@ -28,3 +35,4 @@ class Ticker(Base):
trade_setups = relationship("TradeSetup", back_populates="ticker", cascade="all, delete-orphan")
watchlist_entries = relationship("WatchlistEntry", back_populates="ticker", cascade="all, delete-orphan")
ingestion_progress = relationship("IngestionProgress", back_populates="ticker", cascade="all, delete-orphan", uselist=False)
earnings_events = relationship("EarningsEvent", back_populates="ticker", cascade="all, delete-orphan")