investor-flow/app/server/src/db/schema.sql

-- Investor Flow — SQLite schema. Engineering contract: DESIGN.md §1 (Tier A/B/C/D),
-- §1.5 (LLM provenance), §2.6 (ticker-data dedupe), + locked review deltas (price_adjustments, trade_key_levels).
-- Tiers: A shared market cache (ownerId NULL) | B shared content | C per-user (ownerId NOT NULL) | D system.
-- Conventions: timestamps ISO8601 TEXT; observed_at/fetched_at provenance per P4.
-- Idempotent: CREATE ... IF NOT EXISTS. Safe to re-run on every boot.

PRAGMA foreign_keys = ON;

-- ===== Tier D — System / Identity =====
CREATE TABLE IF NOT EXISTS users (
  id               TEXT PRIMARY KEY,           -- uuid
  email            TEXT UNIQUE NOT NULL,
  pw_hash          TEXT NOT NULL,              -- scrypt(verifiable); design specified argon2id, adapted to built-in scrypt (reversible)
  totp_secret      TEXT,                        -- 2FA secret, encrypted at rest (slice 2)
  is_2fa_enabled   INTEGER NOT NULL DEFAULT 0,
  is_admin         INTEGER NOT NULL DEFAULT 0,   -- 1 = operator (admin CLI/route access, Slice 25); never user-editable
  oauth_subject    TEXT,                        -- nullable; social OAuth link (slice 2)
  oauth_provider   TEXT,                        -- 'github' | 'google' | NULL
  complexity       TEXT NOT NULL DEFAULT 'beginner',   -- beginner|intermediate|advanced
  risk_tolerance   TEXT NOT NULL DEFAULT 'moderate',
  drawdown_tolerance REAL,                        -- onboarding max-drawdown % (beginner -20, etc.)
  convexity_posture TEXT NOT NULL DEFAULT 'off',        -- off|covered_income|cash_secured_entry|insurance_sleeve|leaps_conviction
  backup_codes_hashed TEXT,                        -- JSON array of scrypt-hashed backup codes (slice 2)
  created_at       TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS sessions (
  id          TEXT PRIMARY KEY,
  user_id     TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  expires_at  TEXT NOT NULL,
  created_at  TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS sizing_unlocks (
  user_id     TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  unlock      TEXT NOT NULL,              -- 'tier_a_star' | 'tier_a' | ('covered_income'|...)
  earned_at   TEXT NOT NULL,
  evidence    TEXT,                       -- stats that justified unlock
  PRIMARY KEY (user_id, unlock)
);

-- ===== Tier A — Shared market cache (no ownerId) =====
CREATE TABLE IF NOT EXISTS symbols (
  symbol       TEXT PRIMARY KEY,
  name         TEXT,
  sector       TEXT,
  industry     TEXT,
  exchange     TEXT,
  ticker_kind  TEXT NOT NULL,             -- equity|crypto|etf|index (gates module applicability)
  peers        TEXT,                       -- JSON array
  updated_at   TEXT
);

CREATE TABLE IF NOT EXISTS price_candles (
  symbol      TEXT NOT NULL,
  timeframe   TEXT NOT NULL,              -- '1m'|'5m'|'1h'|'1d'|'1w'
  ts          TEXT NOT NULL,
  o REAL, h REAL, l REAL, c REAL, v REAL,
  adj_close   REAL,                        -- continuous split+dividend-adjusted close for backtests
  observed_at TEXT NOT NULL,              -- when fetched (provenance)
  PRIMARY KEY (symbol, timeframe, ts)
);

CREATE TABLE IF NOT EXISTS quotes (
  symbol      TEXT PRIMARY KEY,
  price       REAL,
  bid         REAL,
  ask         REAL,
  change      REAL,
  change_pct  REAL,
  iv          REAL,                       -- implied vol when available
  observed_at TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS kv_cache (
  key TEXT PRIMARY KEY,
  value TEXT NOT NULL,
  observed_at TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS options_chains (
  symbol       TEXT NOT NULL,
  expiry       TEXT NOT NULL,
  strike       REAL NOT NULL,
  type         TEXT NOT NULL,             -- call|put
  bid REAL, ask REAL, iv REAL,
  delta REAL, gamma REAL, theta REAL, vega REAL, rho REAL,
  open_interest INTEGER, volume INTEGER,
  ts           TEXT NOT NULL,             -- snapshot timestamp
  PRIMARY KEY (symbol, expiry, strike, type, ts)
);

CREATE TABLE IF NOT EXISTS filings (
  accession       TEXT PRIMARY KEY,       -- SEC accession number
  form            TEXT NOT NULL,          -- 10-K|10-Q|8-K|13F-HR|13D|13G|4|...
  symbol          TEXT NOT NULL,
  filed_at        TEXT NOT NULL,
  period          TEXT,
  primary_doc_url TEXT,
  items           TEXT,                   -- JSON: list of items (8-K materiality heuristics)
  fetched_at      TEXT NOT NULL,
  raw_payload     TEXT                    -- cached full XBRL/parsed doc
);

CREATE TABLE IF NOT EXISTS institution_filings (
  filer_cik        TEXT NOT NULL,         -- institution's CIK
  filer_name       TEXT,
  filer_sic        TEXT,                  -- SIC code -> classifies MM/broker-dealer (ADR Q2)
  symbol           TEXT NOT NULL,
  form             TEXT NOT NULL,         -- 13F-HR|13D|13G
  shares           REAL,                  -- shares reported
  value_usd        REAL,
  reported_quarter TEXT NOT NULL,         -- calendar quarter positions are "as of"
  filed_at         TEXT NOT NULL,
  fetched_at       TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS insider_transactions (
  form4_id      TEXT NOT NULL,            -- accession + offset
  symbol        TEXT NOT NULL,
  insider_name  TEXT NOT NULL,
  insider_role  TEXT,                     -- officer|director|ten_pct_holder
  tx_date       TEXT NOT NULL,
  tx_code       TEXT NOT NULL,            -- P|S|M|A|... (SEC codes)
  tx_type       TEXT NOT NULL,            -- buy|sell|exercise|grant|vesting
  shares        REAL,
  price         REAL,
  is_10b5_1     INTEGER NOT NULL DEFAULT 0,  -- 1 = under 10b5-1 plan (Routine)
  classification TEXT NOT NULL,           -- informed_buy|informed_sell|routine
  filed_at      TEXT NOT NULL,
  fetched_at    TEXT NOT NULL,
  PRIMARY KEY (form4_id, symbol, insider_name, tx_date)
);

CREATE TABLE IF NOT EXISTS sector_map (
  symbol          TEXT NOT NULL,
  sector          TEXT NOT NULL,
  as_of           TEXT NOT NULL,
  rs_ratio        REAL,                   -- relative strength vs SPX
  rs_slope        REAL,                   -- slope over N weeks (incipient detection)
  breadth_thrust  REAL,                   -- % members beating SPX
  PRIMARY KEY (symbol, sector, as_of)
);

CREATE TABLE IF NOT EXISTS macro_events (
  event_id   TEXT PRIMARY KEY,           -- e.g. '2026-06-30-FOMC'
  name       TEXT NOT NULL,
  event_ts   TEXT NOT NULL,
  impact     TEXT,                        -- high|medium|low
  forecast   TEXT,
  previous   TEXT,
  actual     TEXT,                        -- populated after release
  source     TEXT                         -- 'FRED'|'econoday'|...
);

CREATE TABLE IF NOT EXISTS macro_regimes (
  as_of   TEXT PRIMARY KEY,
  regime  TEXT NOT NULL,                  -- trending_up|trending_down|range_bound|structurally_shifting
  signals TEXT                            -- JSON: yield curve, inflation, rate path, liquidity, breadth
);

CREATE TABLE IF NOT EXISTS price_adjustments (
  symbol   TEXT NOT NULL,
  ex_date  TEXT NOT NULL,                 -- date the price line shifted
  type     TEXT NOT NULL,                 -- 'split'|'dividend'
  ratio    REAL NOT NULL,                 -- split ratio (3.0 = 3-for-1) or dividend amount ($/share)
  PRIMARY KEY (symbol, ex_date, type)
);

-- ===== Tier B — Shared content =====
CREATE TABLE IF NOT EXISTS threads (
  source           TEXT NOT NULL,         -- x|reddit
  source_id        TEXT NOT NULL,         -- tweet id / reddit post id
  symbol           TEXT NOT NULL,
  author           TEXT NOT NULL,
  body             TEXT,
  ts               TEXT NOT NULL,
  sentiment        TEXT,                  -- bullish|bearish|neutral (computed)
  llm_summary_hash TEXT,                  -- cross-ref to llm_summaries
  fetched_at       TEXT NOT NULL,
  PRIMARY KEY (source, source_id)
);

CREATE TABLE IF NOT EXISTS admin_audit (
  id          TEXT PRIMARY KEY,           -- uuid
  actor       TEXT NOT NULL,               -- admin user id (or 'cli' when none)
  action      TEXT NOT NULL,               -- users.reset-password|users.gdpr-export|queue.reset-backoff|...
  target      TEXT,                        -- target user id / sourceKind / null
  ts          TEXT NOT NULL,               -- ISO timestamp
  meta        TEXT                          -- optional JSON blob (never secrets)
);

CREATE TABLE IF NOT EXISTS adapter_queue (
  key           TEXT PRIMARY KEY,         -- e.g. "yfinance:quote:NVDA"
  status        TEXT NOT NULL,            -- pending|in_flight|done|backoff|failed
  last_attempt  TEXT,
  retry_count   INTEGER NOT NULL DEFAULT 0,
  backoff_until TEXT,
  error         TEXT,                     -- last error message (for failed/backoff)
  scheduled_for TEXT                      -- ISO timestamp; job won't run before this
);

CREATE TABLE IF NOT EXISTS queue_errors (
  id            INTEGER PRIMARY KEY AUTOINCREMENT,
  queue_key     TEXT NOT NULL,
  attempt       INTEGER NOT NULL,
  error_message TEXT,
  error_stack   TEXT,
  ts            TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS queue_schedules (
  source_kind    TEXT PRIMARY KEY,
  interval_ms    INTEGER NOT NULL,
  last_enqueued  TEXT,
  next_enqueue   TEXT
);

CREATE TABLE IF NOT EXISTS queue_state (
  key   TEXT PRIMARY KEY,  -- 'paused'
  value TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS symbol_demand (
  symbol            TEXT PRIMARY KEY,
  refcount          INTEGER NOT NULL DEFAULT 0,
  ticker_kind       TEXT NOT NULL,
  in_demand         INTEGER NOT NULL DEFAULT 1,   -- gate flag for the adapter queue
  last_refreshed_at TEXT
);

-- ===== Tier C — Per-user (ownerId NOT NULL) =====
CREATE TABLE IF NOT EXISTS watchlists (
  id         TEXT PRIMARY KEY,
  owner_id   TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  name       TEXT NOT NULL,
  symbols    TEXT NOT NULL,               -- JSON array
  created_at TEXT NOT NULL,
  sort_order INTEGER NOT NULL DEFAULT 0
);

CREATE UNIQUE INDEX IF NOT EXISTS idx_watchlists_owner_name ON watchlists(owner_id, name);

CREATE TABLE IF NOT EXISTS portfolio_holdings (
  id          TEXT PRIMARY KEY,
  owner_id    TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  symbol      TEXT NOT NULL,
  qty         REAL NOT NULL,
  avg_cost    REAL NOT NULL,
  acquired_at TEXT NOT NULL,
  status      TEXT NOT NULL DEFAULT 'open' -- open|closed
);

CREATE UNIQUE INDEX IF NOT EXISTS uq_portfolio_owner_symbol
  ON portfolio_holdings(owner_id, symbol);

CREATE TABLE IF NOT EXISTS trades (
  id                  TEXT PRIMARY KEY,
  owner_id            TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  trade_id            TEXT NOT NULL,
  symbol              TEXT NOT NULL,
  date                TEXT NOT NULL,
  status              TEXT NOT NULL,              -- planned|active|closed
  environment         TEXT,                       -- trending|ranging|transitioning
  tier                TEXT NOT NULL,              -- A_STAR|A|B|C (Conviction Tier)
  strategy_id         TEXT,                       -- ref to strategies (nullable)
  confluence_score    INTEGER,
  risk_pct            REAL,
  position_size       REAL,                       -- computed by SizingEngine
  entry_price         REAL,
  stop_loss           REAL,
  targets             TEXT,                       -- JSON [{price, reason}]
  justifications      TEXT,                       -- JSON {entryWhy, stopWhy, targetWhy}
  checklist_completed INTEGER NOT NULL DEFAULT 0
);

CREATE TABLE IF NOT EXISTS strategies (
  id          TEXT PRIMARY KEY,
  owner_id    TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  name        TEXT NOT NULL,
  regime_gate TEXT NOT NULL,              -- JSON: gate config
  setup       TEXT NOT NULL,              -- JSON: entry/exit checklist w/ params
  risk_policy TEXT NOT NULL,              -- JSON: sizing rules
  created_at  TEXT NOT NULL,
  is_public   INTEGER NOT NULL DEFAULT 0  -- shareable read-only (later phase)
);

CREATE TABLE IF NOT EXISTS screener_filters (
  id            TEXT PRIMARY KEY,
  owner_id      TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  name          TEXT NOT NULL,
  expressions   TEXT NOT NULL,            -- JSON: filter expression set
  universe_kind TEXT NOT NULL,            -- watchlist|portfolio|broader_sector
  created_at    TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS reports (
  id           TEXT PRIMARY KEY,
  owner_id     TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  scope        TEXT NOT NULL,             -- symbol|watchlist|portfolio|rotation|sizing_year|risk_posture
  range_start  TEXT,
  range_end    TEXT,
  format       TEXT NOT NULL,             -- html|markdown|csv|json
  payload_ref  TEXT NOT NULL,             -- file path in local reports dir
  generated_at TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS alerts (
  id         TEXT PRIMARY KEY,
  owner_id   TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  symbol     TEXT,
  alert_type TEXT NOT NULL,               -- informed_buy|informed_sell|new_13da|rotation_incipient|regime_shift|conviction_unlock|...
  params     TEXT NOT NULL,               -- JSON thresholds
  last_fired TEXT,
  created_at TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS trusted_accounts (
  owner_id TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  source   TEXT NOT NULL,                 -- x|reddit
  handle   TEXT NOT NULL,
  PRIMARY KEY (owner_id, source, handle)
);

CREATE TABLE IF NOT EXISTS saved_posts (
  owner_id         TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  source           TEXT NOT NULL,
  source_id        TEXT NOT NULL,
  note             TEXT,
  linked_trade_id  TEXT REFERENCES trades(id) ON DELETE SET NULL,
  saved_at         TEXT NOT NULL,
  PRIMARY KEY (owner_id, source, source_id)
);

CREATE TABLE IF NOT EXISTS trade_key_levels (
  id         TEXT PRIMARY KEY,
  owner_id   TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  symbol     TEXT NOT NULL,
  type       TEXT NOT NULL,               -- swing_high|swing_low|supply|demand|support|resistance
  price      REAL NOT NULL,
  timeframe  TEXT,                        -- '1H'|'4H'|'1D'|...
  strength   TEXT,                        -- low|medium|high
  created_at TEXT NOT NULL
);

-- ===== Shared LLM cache (output deterministic by prompt-hash; not per-user) =====

-- ===== Slice 22 — Emotion Logger: per-trade emotion snapshots =====
CREATE TABLE IF NOT EXISTS trade_executions (
  id          TEXT PRIMARY KEY,
  trade_id    TEXT NOT NULL REFERENCES trades(id) ON DELETE CASCADE,
  status      TEXT NOT NULL DEFAULT 'active',  -- active|closed
  started_at  TEXT NOT NULL,
  completed_at TEXT,
  created_at  TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS emotion_logs (
  id               TEXT PRIMARY KEY,
  trade_execution_id TEXT NOT NULL REFERENCES trade_executions(id) ON DELETE CASCADE,
  timestamp        INTEGER NOT NULL,
  price_at_event   REAL,                       -- price at moment of emotion event
  emotion          TEXT NOT NULL,               -- e.g. 'fear', 'greed', 'FOMO', 'regret'
  note             TEXT,                        -- optional user note
  created_at       TEXT DEFAULT CURRENT_TIMESTAMP
);

CREATE INDEX IF NOT EXISTS idx_emotion_logs_trade ON emotion_logs(trade_execution_id);
CREATE TABLE IF NOT EXISTS llm_summaries (
  hash          TEXT PRIMARY KEY,         -- hash(prompt + source-payload + complexity)
  feature       TEXT NOT NULL,            -- filing_summary|post_summary|dashboard_rollup|explainer|qa|sizing_explain|macro_commentary|...
  complexity    TEXT NOT NULL,
  output        TEXT NOT NULL,
  cited_sources TEXT,                     -- JSON refs to cached rows (provenance)
  created_at    TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS rotation_signals (
  id             TEXT PRIMARY KEY,
  sector         TEXT NOT NULL,
  detected_at    TEXT NOT NULL,
  phase          TEXT NOT NULL,           -- accumulation|expansion|distribution|markdown
  confidence     REAL,
  price_resolved INTEGER NOT NULL DEFAULT 0,  -- follows through within N=4 weeks?
  inst_resolved  INTEGER NOT NULL DEFAULT 0,  -- 13F/insider flow later confirms?
  resolved_at    TEXT,
  verdict        TEXT                     -- real|false_alarm (gamma two-stage)
);

-- ===== Section 1.5 — LLM provenance (ADR-0006). Operator-managed, NOT user-editable. =====
CREATE TABLE IF NOT EXISTS llm_providers (
  id              TEXT PRIMARY KEY,       -- 'local_ollama' | 'local_vllm' | 'zen_glm_5_2' | ...
  base_url        TEXT NOT NULL,
  is_local        INTEGER NOT NULL DEFAULT 0,  -- 1 if localhost/127.0.0.1/::1/LAN subnet
  review_adr_ref  TEXT,                   -- ADR-XXXX or note documenting provenance review date
  enabled         INTEGER NOT NULL DEFAULT 0   -- only one with enabled=1 by default (local)
);

CREATE TABLE IF NOT EXISTS llm_dispatch_audit (
  id            TEXT PRIMARY KEY,
  feature       TEXT NOT NULL,
  payload_class TEXT NOT NULL,            -- public_safe|sensitive
  provider_id   TEXT,
  status        TEXT NOT NULL,            -- sent_local|sent_external|blocked_sensitive_external
  ts            TEXT NOT NULL
);

-- ===== Slice 16 — Sentiment / X-cookie / Reddit tables =====
-- sentiment_score: -1.0 (bearish) to +1.0 (bullish), computed by LLM post_summary or heuristic.
-- attribution: author_handle preserved on every cached post per M8.
-- cached_until: 7d rolling TTL; rows become stale after this window.
CREATE TABLE IF NOT EXISTS x_cookie_posts (
  post_id         TEXT NOT NULL,
  source          TEXT NOT NULL DEFAULT 'x',
  author_handle   TEXT NOT NULL,
  cashtag         TEXT,                        -- e.g. 'NVDA' — null if not a cashtag search
  body_text       TEXT,
  posted_at       TEXT NOT NULL,
  engagement      INTEGER NOT NULL DEFAULT 0,  -- likes + retweets + replies
  sentiment_score REAL,                        -- -1.0 to +1.0
  attribution     TEXT,                        -- original author handle (may differ from author_handle for quotes/retweets)
  cached_until    TEXT NOT NULL,               -- 7d rolling; rows stale after this
  PRIMARY KEY (post_id)
);

CREATE TABLE IF NOT EXISTS reddit_posts (
  post_id         TEXT NOT NULL,
  source          TEXT NOT NULL DEFAULT 'reddit',
  author_handle   TEXT NOT NULL,
  subreddit       TEXT NOT NULL,
  body_text       TEXT,
  posted_at       TEXT NOT NULL,
  engagement      INTEGER NOT NULL DEFAULT 0,  -- upvotes + comments
  sentiment_score REAL,                        -- -1.0 to +1.0
  attribution     TEXT,                        -- original author handle (may differ for cross-posts)
  cached_until    TEXT NOT NULL,               -- 7d rolling
  PRIMARY KEY (post_id)
);

-- Indexes for slice-16 sentiment tables
CREATE INDEX IF NOT EXISTS idx_x_cookie_cashtag ON x_cookie_posts(cashtag, posted_at DESC);
CREATE INDEX IF NOT EXISTS idx_reddit_subreddit ON reddit_posts(subreddit, posted_at DESC);

-- ===== Indexes (existing) =====
CREATE INDEX IF NOT EXISTS idx_pc_symbol_tf_ts ON price_candles(symbol, timeframe, ts);
CREATE INDEX IF NOT EXISTS idx_quote_obs ON quotes(observed_at);
CREATE INDEX IF NOT EXISTS idx_filing_symbol_form ON filings(symbol, form);
CREATE INDEX IF NOT EXISTS idx_instfil_sym_q ON institution_filings(symbol, reported_quarter);
CREATE INDEX IF NOT EXISTS idx_insider_sym_date ON insider_transactions(symbol, tx_date);
CREATE INDEX IF NOT EXISTS idx_threads_symbol_ts ON threads(symbol, ts);
CREATE INDEX IF NOT EXISTS idx_trades_owner ON trades(owner_id);
CREATE INDEX IF NOT EXISTS idx_alerts_owner_sym ON alerts(owner_id, symbol);
CREATE INDEX IF NOT EXISTS idx_signals_sector ON rotation_signals(sector);

-- ===== Slice 18 — Risk Engine: Gentle-halt circuit breaker state =====
CREATE TABLE IF NOT EXISTS halt_state (
  user_id      TEXT PRIMARY KEY,
  halted_until TEXT NOT NULL,   -- ISO8601; 24h cooldown window
  triggered_by TEXT NOT NULL,   -- e.g. 'max_drawdown_tolerance_breach'
  ts           TEXT NOT NULL    -- ISO8601; when the halt was recorded
);

-- ===== Slice 17 — AlertEngine: individual alert event instances =====
CREATE TABLE IF NOT EXISTS alert_events (
  id            TEXT PRIMARY KEY,
  user_id       TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  type          TEXT NOT NULL,           -- informed_buy|informed_sell|...
  severity      TEXT NOT NULL,           -- info|warning|critical
  title         TEXT NOT NULL,
  description   TEXT NOT NULL,
  symbol        TEXT,
  created_at    TEXT NOT NULL,
  acknowledged  INTEGER NOT NULL DEFAULT 0,
  dedup_key     TEXT NOT NULL,
  payload       TEXT NOT NULL DEFAULT '{}',  -- JSON
  throttle_key  TEXT                      -- for rate limiting: "user:type:symbol:YYYYMMDDHH"
);

CREATE INDEX IF NOT EXISTS idx_alert_events_user ON alert_events(user_id, created_at DESC);
CREATE INDEX IF NOT EXISTS idx_alert_events_dedup ON alert_events(dedup_key);
CREATE INDEX IF NOT EXISTS idx_alert_events_throttle ON alert_events(throttle_key);

-- ===== Slice 12 — Strategy Lab + Backtest =====
CREATE TABLE IF NOT EXISTS strategies (
  id          TEXT PRIMARY KEY,
  owner_id    TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  name        TEXT NOT NULL,
  components  TEXT NOT NULL DEFAULT '[]',   -- JSON array of StrategyComponent
  unlocked    INTEGER NOT NULL DEFAULT 0,
  created_at  TEXT NOT NULL
);

CREATE TABLE IF NOT EXISTS backtest_results (
  id           TEXT PRIMARY KEY,
  strategy_id  TEXT NOT NULL REFERENCES strategies(id) ON DELETE CASCADE,
  symbol       TEXT NOT NULL,
  timeframe    TEXT NOT NULL DEFAULT '1d',
  equity_curve TEXT NOT NULL DEFAULT '[]',   -- JSON array
  exit_reasons TEXT NOT NULL DEFAULT '[]',   -- JSON array
  sample_size  INTEGER NOT NULL,
  created_at   TEXT NOT NULL
);

CREATE INDEX IF NOT EXISTS idx_strategies_owner ON strategies(owner_id);
CREATE INDEX IF NOT EXISTS idx_backtest_strategy ON backtest_results(strategy_id);

-- ===== Slice 13 — Saved Filter Sets =====
CREATE TABLE IF NOT EXISTS saved_filters (
  id         TEXT PRIMARY KEY,
  user_id    TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  name       TEXT NOT NULL,
  expression TEXT NOT NULL,
  scope      TEXT NOT NULL DEFAULT 'watchlist',
  created_at TEXT NOT NULL
);

CREATE INDEX IF NOT EXISTS idx_saved_filters_user ON saved_filters(user_id);

-- ===== Slice 19 — Options Convexity Sleeve Unlock State =====
CREATE TABLE IF NOT EXISTS options_unlock (
  user_id          TEXT PRIMARY KEY REFERENCES users(id) ON DELETE CASCADE,
  state            INTEGER NOT NULL DEFAULT 0,
  last_unlock_at   TEXT,
  understanding    INTEGER NOT NULL DEFAULT 0  -- demonstrated understanding flag
);

-- ===== Slice 20 — Macro Regime History =====
CREATE TABLE IF NOT EXISTS regime_history (
  id          TEXT PRIMARY KEY,
  date        TEXT NOT NULL,
  regime      TEXT NOT NULL,
  confidence  INTEGER NOT NULL,
  factors     TEXT NOT NULL DEFAULT '[]',  -- JSON array
  created_at  TEXT NOT NULL
);

CREATE INDEX IF NOT EXISTS idx_regime_history_date ON regime_history(date DESC);

-- ===== Slice 21 — Thesis Monitoring =====
CREATE TABLE IF NOT EXISTS theses (
  id                      TEXT PRIMARY KEY,
  user_id                 TEXT NOT NULL REFERENCES users(id) ON DELETE CASCADE,
  symbol                  TEXT NOT NULL,
  statement               TEXT NOT NULL,
  invalidation_criteria   TEXT NOT NULL DEFAULT '[]',  -- JSON array
  status                  TEXT NOT NULL DEFAULT 'intact',
  created_at              TEXT NOT NULL,
  updated_at              TEXT NOT NULL
);

CREATE INDEX IF NOT EXISTS idx_theses_user ON theses(user_id);
CREATE INDEX IF NOT EXISTS idx_theses_symbol ON theses(symbol);