Initial commit: invest-copilot app

2026-05-30 11:29:20 -04:00
commit c70d6035cc
193 changed files with 22423 additions and 0 deletions
@@ -0,0 +1,283 @@
+-- Invest Copilot database initialization
+-- This script runs on first container start
+
+-- Enable TimescaleDB extension
+CREATE EXTENSION IF NOT EXISTS timescaledb;
+
+-- Create the prices hypertable
+CREATE TABLE IF NOT EXISTS prices (
+    ticker VARCHAR(20) NOT NULL,
+    date TIMESTAMPTZ NOT NULL,
+    open DECIMAL(15,4),
+    high DECIMAL(15,4),
+    low DECIMAL(15,4),
+    close DECIMAL(15,4),
+    volume BIGINT,
+    adjusted_close DECIMAL(15,4),
+    PRIMARY KEY (ticker, date)
+);
+
+-- Convert to hypertable
+SELECT create_hypertable('prices', 'date', if_not_exists => TRUE);
+
+-- Enable columnstore for compression
+ALTER TABLE prices SET (timescaledb.compress, timescaledb.compress_segmentby = 'ticker');
+
+-- Create compression policy (compress data older than 90 days)
+SELECT add_compression_policy('prices', INTERVAL '90 days');
+
+-- Create stock profiles table
+CREATE TABLE IF NOT EXISTS stock_profiles (
+    ticker VARCHAR(20) PRIMARY KEY,
+    name VARCHAR(500),
+    exchange VARCHAR(20),
+    sector VARCHAR(100),
+    industry VARCHAR(200),
+    market_cap BIGINT,
+    description TEXT,
+    website TEXT,
+    ceo VARCHAR(255),
+    employees INTEGER,
+    pe_ratio DECIMAL(10,2),
+    eps DECIMAL(10,4),
+    dividend_yield DECIMAL(8,4),
+    beta DECIMAL(6,4),
+    last_updated TIMESTAMPTZ DEFAULT NOW()
+);
+
+-- Create users table
+CREATE TABLE IF NOT EXISTS users (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    email VARCHAR(255) UNIQUE NOT NULL,
+    password_hash VARCHAR(255),
+    name VARCHAR(255),
+    avatar_url TEXT,
+    timezone VARCHAR(50) DEFAULT 'UTC',
+    settings JSONB DEFAULT '{}',
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    updated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+-- Create watchlists table
+CREATE TABLE IF NOT EXISTS watchlists (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
+    name VARCHAR(255) NOT NULL,
+    description TEXT,
+    is_default BOOLEAN DEFAULT FALSE,
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    updated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_watchlists_user ON watchlists(user_id);
+
+-- Create watchlist items
+CREATE TABLE IF NOT EXISTS watchlist_items (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    watchlist_id UUID NOT NULL REFERENCES watchlists(id) ON DELETE CASCADE,
+    ticker VARCHAR(20) NOT NULL,
+    type VARCHAR(20) NOT NULL CHECK (type IN ('stock', 'etf', 'index')),
+    notes TEXT,
+    price_at_addition DECIMAL(15,4),
+    added_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS idx_watchlist_items_unique ON watchlist_items(watchlist_id, ticker);
+
+-- Create strategies
+CREATE TABLE IF NOT EXISTS strategies (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
+    name VARCHAR(255) NOT NULL,
+    description TEXT,
+    type VARCHAR(20) NOT NULL CHECK (type IN ('technical', 'fundamental', 'hybrid')),
+    conditions JSONB NOT NULL,
+    backtest_results JSONB,
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    updated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+-- Create watchlist-strategy associations
+CREATE TABLE IF NOT EXISTS watchlist_strategies (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    watchlist_id UUID NOT NULL REFERENCES watchlists(id) ON DELETE CASCADE,
+    strategy_id UUID NOT NULL REFERENCES strategies(id) ON DELETE CASCADE,
+    is_active BOOLEAN DEFAULT TRUE,
+    created_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE UNIQUE INDEX IF NOT EXISTS idx_watchlist_strategies_unique ON watchlist_strategies(watchlist_id, strategy_id);
+
+-- Create screeners
+CREATE TABLE IF NOT EXISTS screeners (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
+    name VARCHAR(255) NOT NULL,
+    description TEXT,
+    conditions JSONB NOT NULL,
+    results_count INTEGER DEFAULT 0,
+    last_run_at TIMESTAMPTZ,
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    updated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+-- Create screener results
+CREATE TABLE IF NOT EXISTS screener_results (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    screener_id UUID NOT NULL REFERENCES screeners(id) ON DELETE CASCADE,
+    ticker VARCHAR(20) NOT NULL,
+    match_score DECIMAL(5,4),
+    ranked_position INTEGER,
+    result_data JSONB,
+    generated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_screener_results_screener ON screener_results(screener_id);
+
+-- Create SEC filings
+CREATE TABLE IF NOT EXISTS sec_filings (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    ticker VARCHAR(20) NOT NULL,
+    cik VARCHAR(20),
+    form_type VARCHAR(10) NOT NULL,
+    filing_date DATE NOT NULL,
+    report_date DATE,
+    accession_number VARCHAR(50),
+    url TEXT,
+    content_summary TEXT,
+    key_metrics JSONB,
+    sentiment_score DECIMAL(5,4),
+    tags TEXT[],
+    created_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_sec_filings_ticker ON sec_filings(ticker);
+CREATE INDEX IF NOT EXISTS idx_sec_filings_form ON sec_filings(form_type);
+CREATE INDEX IF NOT EXISTS idx_sec_filings_date ON sec_filings(filing_date);
+
+-- Create insider trades
+CREATE TABLE IF NOT EXISTS insider_trades (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    ticker VARCHAR(20) NOT NULL,
+    insider_name VARCHAR(500),
+    insider_title VARCHAR(500),
+    transaction_date DATE NOT NULL,
+    transaction_type VARCHAR(10),
+    shares INTEGER,
+    price_per_share DECIMAL(10,4),
+    total_value DECIMAL(15,4),
+    shares_owned_after INTEGER,
+    filing_date DATE,
+    source_url TEXT,
+    created_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_insider_trades_ticker ON insider_trades(ticker);
+CREATE INDEX IF NOT EXISTS idx_insider_trades_type ON insider_trades(transaction_type);
+
+-- Create alerts
+CREATE TABLE IF NOT EXISTS alerts (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    watchlist_id UUID NOT NULL REFERENCES watchlists(id) ON DELETE CASCADE,
+    strategy_id UUID REFERENCES strategies(id),
+    ticker VARCHAR(20),
+    type VARCHAR(30) NOT NULL,
+    trigger_type VARCHAR(50),
+    message TEXT NOT NULL,
+    severity VARCHAR(10) DEFAULT 'info' CHECK (severity IN ('info', 'warning', 'critical')),
+    status VARCHAR(20) DEFAULT 'active' CHECK (status IN ('active', 'resolved', 'dismissed')),
+    triggered_at TIMESTAMPTZ DEFAULT NOW(),
+    resolved_at TIMESTAMPTZ,
+    metadata JSONB DEFAULT '{}'
+);
+
+CREATE INDEX IF NOT EXISTS idx_alerts_watchlist ON alerts(watchlist_id);
+CREATE INDEX IF NOT EXISTS idx_alerts_status ON alerts(status);
+CREATE INDEX IF NOT EXISTS idx_alerts_triggered ON alerts(triggered_at);
+
+-- Create sector rotations
+CREATE TABLE IF NOT EXISTS sector_rotations (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    detection_date DATE NOT NULL,
+    sector_ticker VARCHAR(20) NOT NULL,
+    sector_name VARCHAR(100),
+    rank_now INTEGER,
+    rank_previous INTEGER,
+    rank_change INTEGER,
+    momentum_20d DECIMAL(8,4),
+    momentum_50d DECIMAL(8,4),
+    momentum_200d DECIMAL(8,4),
+    relative_strength DECIMAL(8,4),
+    rotation_signal VARCHAR(20),
+    macro_context JSONB,
+    analysis_summary TEXT,
+    created_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+CREATE INDEX IF NOT EXISTS idx_sector_rotations_date ON sector_rotations(detection_date);
+CREATE INDEX IF NOT EXISTS idx_sector_rotations_signal ON sector_rotations(rotation_signal);
+
+-- Create peer groups
+CREATE TABLE IF NOT EXISTS peer_groups (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    ticker VARCHAR(20) NOT NULL,
+    peer_ticker VARCHAR(20) NOT NULL,
+    similarity_score DECIMAL(5,4),
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    UNIQUE (ticker, peer_ticker)
+);
+
+CREATE INDEX IF NOT EXISTS idx_peer_groups_ticker ON peer_groups(ticker);
+
+-- Create rotation alert preferences
+CREATE TABLE IF NOT EXISTS rotation_alert_preferences (
+    id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
+    user_id UUID NOT NULL REFERENCES users(id) ON DELETE CASCADE,
+    sectors TEXT[] NOT NULL DEFAULT '{}',
+    min_rank_change INTEGER DEFAULT 2,
+    email_enabled BOOLEAN DEFAULT TRUE,
+    push_enabled BOOLEAN DEFAULT TRUE,
+    created_at TIMESTAMPTZ DEFAULT NOW(),
+    updated_at TIMESTAMPTZ DEFAULT NOW()
+);
+
+-- Create continuous aggregates for common queries
+CREATE MATERIALIZED VIEW IF NOT EXISTS prices_daily
+WITH (timescaledb.continuous) AS
+SELECT ticker,
+       time_bucket('1 day', date) AS bucket,
+       first(open, date) AS open,
+       max(high) AS high,
+       min(low) AS low,
+       last(close, date) AS close,
+       sum(volume) AS volume
+FROM prices
+GROUP BY ticker, bucket;
+
+-- Create hourly aggregates for intraday analysis
+CREATE MATERIALIZED VIEW IF NOT EXISTS prices_hourly
+WITH (timescaledb.continuous) AS
+SELECT ticker,
+       time_bucket('1 hour', date) AS bucket,
+       first(open, date) AS open,
+       max(high) AS high,
+       min(low) AS low,
+       last(close, date) AS close,
+       sum(volume) AS volume
+FROM prices
+GROUP BY ticker, bucket;
+
+-- Seed data for sector ETFs (for rotation tracking)
+INSERT INTO stock_profiles (ticker, name, exchange, sector, industry, market_cap, last_updated) VALUES
+    ('XLK', 'Technology Select Sector SPDR Fund', 'NYSEARCA', 'Technology', 'ETF', 72000000000, NOW()),
+    ('XLF', 'Financial Select Sector SPDR Fund', 'NYSEARCA', 'Financials', 'ETF', 45000000000, NOW()),
+    ('XLE', 'Energy Select Sector SPDR Fund', 'NYSEARCA', 'Energy', 'ETF', 32000000000, NOW()),
+    ('XLV', 'Health Care Select Sector SPDR Fund', 'NYSEARCA', 'Health Care', 'ETF', 38000000000, NOW()),
+    ('XLI', 'Industrial Select Sector SPDR Fund', 'NYSEARCA', 'Industrials', 'ETF', 18000000000, NOW()),
+    ('XLY', 'Consumer Discretionary Select Sector SPDR Fund', 'NYSEARCA', 'Consumer Discretionary', 'ETF', 20000000000, NOW()),
+    ('XLP', 'Consumer Staples Select Sector SPDR Fund', 'NYSEARCA', 'Consumer Staples', 'ETF', 15000000000, NOW()),
+    ('XLU', 'Utilities Select Sector SPDR Fund', 'NYSEARCA', 'Utilities', 'ETF', 16000000000, NOW()),
+    ('XLRE', 'Real Estate Select Sector SPDR Fund', 'NYSEARCA', 'Real Estate', 'ETF', 5000000000, NOW()),
+    ('XLB', 'Materials Select Sector SPDR Fund', 'NYSEARCA', 'Materials', 'ETF', 4000000000, NOW()),
+    ('SPY', 'SPDR S&P 500 ETF Trust', 'NYSEARCA', 'Broad Market', 'ETF', 520000000000, NOW())
+ON CONFLICT (ticker) DO NOTHING;