Commit Graph
3 Commits
Author SHA1 Message Date
dennisthiessenandClaude Opus 4.8 949cbbe7c0 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>
2026-07-22 00:07:17 +02:00
dennisthiessenandClaude Opus 4.8 da0bb3367e feat: company names for tickers (Alpaca backfill + subtle display)
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Store an optional company name on Ticker (migration 014) and backfill it from
Alpaca's asset list in a single Trading-API call for the whole universe — no
per-ticker fetch. Runs automatically at the end of universe bootstrap and via a
manual "Backfill Names" button (admin) / POST /admin/tickers/backfill-names.

The name ships on /tickers; a shared symbol→name map (useTickerNames) lets any view
show it without its own request. Displayed subtly next to the symbol — in the global
search, the ticker header, and as a small muted line under the symbol in Top Setups
and Open Trades (no extra column, truncated so it never widens the table).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-07-01 10:50:40 +02:00
Dennis Thiessen 61ab24490d first commit
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2026-02-20 17:31:01 +01:00