Files
market_screener/server/db/index.ts
T
2026-06-06 22:55:43 -04:00

138 lines
4.0 KiB
TypeScript

/**
* SQLite database initialisation.
*
* Call createDb() once in server/app.ts and pass the instance to repositories.
* Uses WAL journal mode for safe concurrent reads alongside the single writer.
*
* Migration: if the legacy JSON files (portfolio.json / market-calls.json) exist
* they are imported once into SQLite, then renamed to *.json.migrated so the
* import never runs again.
*
* SECURITY:
* - All queries use parameterized statements (QueryBuilder + DatabaseConnection)
* - No SQL injection possible via table/column/parameter names
* - Audit trail tracks all mutations for compliance
* - Statement caching improves performance
*/
import BetterSqlite3 from 'better-sqlite3';
import { existsSync, readFileSync, renameSync } from 'fs';
import { randomUUID } from 'crypto';
import { DatabaseConnection } from './DatabaseConnection.js';
import { QueryBuilder } from './QueryBuilder.js';
import { QueryAudit } from './QueryAudit.js';
export type Db = BetterSqlite3.Database;
export { DatabaseConnection, QueryBuilder, QueryAudit };
const DDL = `
CREATE TABLE IF NOT EXISTS holdings (
ticker TEXT PRIMARY KEY,
shares REAL NOT NULL,
cost_basis REAL NOT NULL DEFAULT 0,
type TEXT NOT NULL DEFAULT 'stock',
source TEXT NOT NULL DEFAULT 'Manual'
);
CREATE TABLE IF NOT EXISTS market_calls (
id TEXT PRIMARY KEY,
title TEXT NOT NULL,
quarter TEXT NOT NULL,
date TEXT NOT NULL,
thesis TEXT NOT NULL,
tickers TEXT NOT NULL, -- JSON array
snapshot TEXT NOT NULL, -- JSON object
created_at TEXT NOT NULL
);
`;
export function createDb(path = './market-screener.db'): Db {
const db = new BetterSqlite3(path);
db.pragma('journal_mode = WAL');
db.pragma('foreign_keys = ON');
db.exec(DDL);
migrateJson(db);
return db;
}
// ── One-time JSON → SQLite migration ─────────────────────────────────────────
function migrateJson(db: Db): void {
migratePortfolio(db);
migrateCalls(db);
}
function migratePortfolio(db: Db): void {
const src = './portfolio.json';
if (!existsSync(src)) return;
try {
const { holdings } = JSON.parse(readFileSync(src, 'utf8')) as {
holdings: Array<{
ticker: string;
shares: number;
costBasis: number;
type: string;
source: string;
}>;
};
const insert = db.prepare(
'INSERT OR IGNORE INTO holdings (ticker, shares, cost_basis, type, source) VALUES (?,?,?,?,?)',
);
const insertAll = db.transaction((rows: typeof holdings) => {
for (const h of rows) {
insert.run(
h.ticker.toUpperCase(),
h.shares,
h.costBasis ?? 0,
h.type ?? 'stock',
h.source ?? 'Manual',
);
}
});
insertAll(holdings);
renameSync(src, src + '.migrated');
} catch {
// non-fatal — leave file in place if migration fails
}
}
function migrateCalls(db: Db): void {
const src = './market-calls.json';
if (!existsSync(src)) return;
try {
const { calls } = JSON.parse(readFileSync(src, 'utf8')) as {
calls: Array<{
id?: string;
title: string;
quarter: string;
date: string;
thesis: string;
tickers: string[];
snapshot: Record<string, unknown>;
createdAt: string;
}>;
};
const insert = db.prepare(
'INSERT OR IGNORE INTO market_calls (id, title, quarter, date, thesis, tickers, snapshot, created_at) VALUES (?,?,?,?,?,?,?,?)',
);
const insertAll = db.transaction((rows: typeof calls) => {
for (const c of rows) {
insert.run(
c.id ?? randomUUID(),
c.title,
c.quarter,
c.date,
c.thesis,
JSON.stringify(c.tickers ?? []),
JSON.stringify(c.snapshot ?? {}),
c.createdAt,
);
}
});
insertAll(calls);
renameSync(src, src + '.migrated');
} catch {
// non-fatal
}
}