opencandle 0.11.1 → 0.13.0

package/src/market-state/service.ts

@@ -1,2208 +0,0 @@
-import type Database from "better-sqlite3";
-
-export type AssetType = "equity" | "etf" | "fund" | "crypto" | "index" | "option" | "unknown";
-export type AlertScopeType = "instrument" | "watchlist" | "portfolio";
-
-export interface InstrumentInput {
-  symbol: string;
-  assetType: AssetType | string;
-  name?: string | null;
-  exchange?: string | null;
-  currency?: string | null;
-  provider: string;
-  providerMetadata?: unknown;
-  resolvedAt?: Date;
-  aliases?: InstrumentAliasInput[];
-}
-
-export interface InstrumentAliasInput {
-  source: string;
-  sourceSymbol: string;
-  sourceExchange?: string | null;
-  sourceAssetType?: string | null;
-  sourceId?: string | null;
-  raw?: unknown;
-}
-
-export interface InstrumentAliasLookup {
-  source: string;
-  sourceSymbol?: string;
-  sourceExchange?: string | null;
-  sourceAssetType?: string | null;
-  sourceId?: string | null;
-}
-
-export interface CollectionRecord {
-  id: number;
-  name: string;
-  isDefault: boolean;
-  baseCurrency?: string;
-  createdAt: string;
-  updatedAt: string;
-}
-
-export interface InstrumentRecord {
-  id: number;
-  symbol: string;
-  assetType: string;
-  name: string | null;
-  exchange: string | null;
-  currency: string | null;
-  provider: string;
-  createdAt: string;
-  updatedAt: string;
-}
-
-export interface WatchlistItemRecord {
-  id: number;
-  watchlistId: number;
-  instrumentId: number;
-  symbol: string;
-  name: string | null;
-  assetType: string;
-  exchange: string | null;
-  currency: string | null;
-  targetPrice: number | null;
-  stopPrice: number | null;
-  priceCurrency: string | null;
-  thesis: string | null;
-  notes: string | null;
-  tags: string[] | null;
-  source: string | null;
-  sourceRowId: string | null;
-  sourceMetadata: unknown;
-  createdAt: string;
-  updatedAt: string;
-}
-
-export interface PortfolioLotRecord {
-  id: number;
-  portfolioId: number;
-  instrumentId: number;
-  symbol: string;
-  name: string | null;
-  assetType: string;
-  exchange: string | null;
-  instrumentCurrency: string | null;
-  quantity: number;
-  avgCost: number;
-  currency: string;
-  openedAt: string | null;
-  notes: string | null;
-  source: string | null;
-  sourceAccountRef: string | null;
-  sourceLotId: string | null;
-  sourceRowId: string | null;
-  sourceMetadata: unknown;
-  createdAt: string;
-  updatedAt: string;
-}
-
-export interface AlertRuleRecord {
-  id: number;
-  scopeType: AlertScopeType;
-  scopeId: number | null;
-  instrumentId: number | null;
-  conditionType: string;
-  conditionVersion: number;
-  conditionJson: unknown;
-  timeframe: string;
-  enabled: boolean;
-  checkIntervalSeconds: number | null;
-  nextCheckAt: string | null;
-  lastCheckedAt: string | null;
-  lastObservedJson: unknown;
-  status: string;
-  retriggerMode: string;
-  lastConditionState: string;
-  ruleRevision: number;
-  armCycleId: number;
-  cooldownSeconds: number | null;
-  lastTriggeredAt: string | null;
-  createdAt: string;
-  updatedAt: string;
-}
-
-export interface AlertEventRecord {
-  id: number;
-  alertRuleId: number;
-  instrumentId: number | null;
-  observedValueJson: unknown;
-  triggeredAt: string;
-  observedAt: string;
-  providerDataAt: string | null;
-  sourceProvider: string | null;
-  cacheStatus: string;
-  dataDelayMs: number | null;
-  triggerSource: string;
-  dedupeKey: string | null;
-  status: string;
-  message: string | null;
-}
-
-export interface AutomationRunnerLeaseRecord {
-  ownerId: string;
-  ownerKind: string;
-  acquiredAt: string;
-  heartbeatAt: string;
-  expiresAt: string;
-}
-
-export interface AutomationRunnerLeaseResult extends AutomationRunnerLeaseRecord {
-  acquired: boolean;
-}
-
-export interface AlertCheckRunRecord {
-  id: number;
-  startedAt: string;
-  completedAt: string | null;
-  status: string;
-  triggerType: string;
-  checkedCount: number;
-  triggeredCount: number;
-  unavailableCount: number;
-  ownerId: string | null;
-  errorJson: unknown;
-  providerStatusJson: unknown;
-}
-
-export interface NotificationEventRecord {
-  id: number;
-  sourceType: string;
-  sourceId: number | null;
-  severity: string;
-  title: string;
-  body: string;
-  payloadJson: unknown;
-  status: string;
-  createdAt: string;
-  acknowledgedAt: string | null;
-}
-
-export interface NotificationDeliveryAttemptRecord {
-  id: number;
-  notificationEventId: number;
-  channel: string;
-  status: string;
-  attemptedAt: string;
-  completedAt: string | null;
-  responseJson: unknown;
-  error: string | null;
-}
-
-export interface ReportTemplateRecord {
-  id: number;
-  name: string;
-  reportType: string;
-  cadence: string;
-  timezone: string;
-  localTime: string;
-  configJson: unknown;
-  enabled: boolean;
-  lastRunAt: string | null;
-  nextRunAt: string | null;
-  createdAt: string;
-  updatedAt: string;
-}
-
-export interface ReportRunRecord {
-  id: number;
-  templateId: number | null;
-  startedAt: string;
-  completedAt: string | null;
-  status: string;
-  triggerType: string;
-  scheduledFor: string | null;
-  ownerId: string | null;
-  artifactPath: string | null;
-  summaryJson: unknown;
-  errorsJson: unknown;
-}
-
-export interface ImportBatchRecord {
-  id: number;
-  source: string;
-  sourceLabel: string | null;
-  importedAt: string;
-  status: string;
-  rawMetadata: unknown;
-}
-
-export interface ImportRowRecord {
-  id: number;
-  batchId: number;
-  rowType: string;
-  sourceSymbol: string | null;
-  sourceRowId: string | null;
-  sourceAccountRef: string | null;
-  normalizedInstrumentId: number | null;
-  status: string;
-  error: string | null;
-  sourceMetadata: unknown;
-  raw: unknown;
-}
-
-interface WatchlistRow {
-  id: number;
-  name: string;
-  is_default: number;
-  created_at: string;
-  updated_at: string;
-}
-
-interface PortfolioRow extends WatchlistRow {
-  base_currency: string;
-}
-
-interface InstrumentRow {
-  id: number;
-  symbol: string;
-  asset_type: string;
-  name: string | null;
-  exchange: string | null;
-  currency: string | null;
-  provider: string;
-  provider_metadata_json: string | null;
-  last_resolved_at: string;
-  created_at: string;
-  updated_at: string;
-}
-
-interface InstrumentAliasRow {
-  id: number;
-  instrument_id: number;
-}
-
-type WatchlistItemRow = {
-  id: number;
-  watchlist_id: number;
-  instrument_id: number;
-  symbol: string;
-  name: string | null;
-  asset_type: string;
-  exchange: string | null;
-  currency: string | null;
-  target_price: number | null;
-  stop_price: number | null;
-  price_currency: string | null;
-  thesis: string | null;
-  notes: string | null;
-  tags_json: string | null;
-  source: string | null;
-  source_row_id: string | null;
-  source_metadata_json: string | null;
-  created_at: string;
-  updated_at: string;
-};
-
-type PortfolioLotRow = {
-  id: number;
-  portfolio_id: number;
-  instrument_id: number;
-  symbol: string;
-  name: string | null;
-  asset_type: string;
-  exchange: string | null;
-  instrument_currency: string | null;
-  quantity: number;
-  avg_cost: number;
-  currency: string;
-  opened_at: string | null;
-  notes: string | null;
-  source: string | null;
-  source_account_ref: string | null;
-  source_lot_id: string | null;
-  source_row_id: string | null;
-  source_metadata_json: string | null;
-  created_at: string;
-  updated_at: string;
-};
-
-type AlertRuleRow = {
-  id: number;
-  scope_type: AlertScopeType;
-  scope_id: number | null;
-  instrument_id: number | null;
-  condition_type: string;
-  condition_version: number;
-  condition_json: string;
-  timeframe: string;
-  enabled: number;
-  check_interval_seconds: number | null;
-  next_check_at: string | null;
-  last_checked_at: string | null;
-  last_observed_json: string | null;
-  status: string;
-  retrigger_mode: string;
-  last_condition_state: string;
-  rule_revision: number;
-  arm_cycle_id: number;
-  cooldown_seconds: number | null;
-  last_triggered_at: string | null;
-  created_at: string;
-  updated_at: string;
-};
-
-type AlertEventRow = {
-  id: number;
-  alert_rule_id: number;
-  instrument_id: number | null;
-  observed_value_json: string | null;
-  triggered_at: string;
-  observed_at: string;
-  provider_data_at: string | null;
-  source_provider: string | null;
-  cache_status: string;
-  data_delay_ms: number | null;
-  trigger_source: string;
-  dedupe_key: string | null;
-  status: string;
-  message: string | null;
-};
-
-type AutomationRunnerLeaseRow = {
-  owner_id: string;
-  owner_kind: string;
-  acquired_at: string;
-  heartbeat_at: string;
-  expires_at: string;
-};
-
-type AlertCheckRunRow = {
-  id: number;
-  started_at: string;
-  completed_at: string | null;
-  status: string;
-  trigger_type: string;
-  checked_count: number;
-  triggered_count: number;
-  unavailable_count: number;
-  owner_id: string | null;
-  error_json: string | null;
-  provider_status_json: string | null;
-};
-
-type NotificationEventRow = {
-  id: number;
-  source_type: string;
-  source_id: number | null;
-  severity: string;
-  title: string;
-  body: string;
-  payload_json: string | null;
-  status: string;
-  created_at: string;
-  acknowledged_at: string | null;
-};
-
-type NotificationDeliveryAttemptRow = {
-  id: number;
-  notification_event_id: number;
-  channel: string;
-  status: string;
-  attempted_at: string;
-  completed_at: string | null;
-  response_json: string | null;
-  error: string | null;
-};
-
-type ReportTemplateRow = {
-  id: number;
-  name: string;
-  report_type: string;
-  cadence: string;
-  timezone: string;
-  local_time: string;
-  config_json: string;
-  enabled: number;
-  last_run_at: string | null;
-  next_run_at: string | null;
-  created_at: string;
-  updated_at: string;
-};
-
-type ReportRunRow = {
-  id: number;
-  template_id: number | null;
-  started_at: string;
-  completed_at: string | null;
-  status: string;
-  trigger_type: string;
-  scheduled_for: string | null;
-  owner_id: string | null;
-  artifact_path: string | null;
-  summary_json: string | null;
-  errors_json: string | null;
-};
-
-type ImportBatchRow = {
-  id: number;
-  source: string;
-  source_label: string | null;
-  imported_at: string;
-  status: string;
-  raw_metadata_json: string | null;
-};
-
-type ImportRowRow = {
-  id: number;
-  batch_id: number;
-  row_type: string;
-  source_symbol: string | null;
-  source_row_id: string | null;
-  source_account_ref: string | null;
-  normalized_instrument_id: number | null;
-  status: string;
-  error: string | null;
-  source_metadata_json: string | null;
-  raw_json: string | null;
-};
-
-export class MarketStateService {
-  constructor(private readonly db: Database.Database) {}
-
-  getDefaultWatchlist(): CollectionRecord {
-    const now = new Date().toISOString();
-    this.db
-      .prepare(
-        `INSERT OR IGNORE INTO watchlists (name, is_default, created_at, updated_at)
-         SELECT 'Default', 1, ?, ?
-         WHERE NOT EXISTS (SELECT 1 FROM watchlists WHERE is_default = 1)`,
-      )
-      .run(now, now);
-
-    const row = this.db
-      .prepare("SELECT * FROM watchlists WHERE is_default = 1 LIMIT 1")
-      .get() as WatchlistRow;
-    return mapCollection(row);
-  }
-
-  getDefaultPortfolio(): CollectionRecord {
-    const now = new Date().toISOString();
-    this.db
-      .prepare(
-        `INSERT OR IGNORE INTO portfolios (name, base_currency, is_default, created_at, updated_at)
-         SELECT 'Default', 'USD', 1, ?, ?
-         WHERE NOT EXISTS (SELECT 1 FROM portfolios WHERE is_default = 1)`,
-      )
-      .run(now, now);
-
-    const row = this.db
-      .prepare("SELECT * FROM portfolios WHERE is_default = 1 LIMIT 1")
-      .get() as PortfolioRow;
-    return {
-      ...mapCollection(row),
-      baseCurrency: row.base_currency,
-    };
-  }
-
-  findInstrumentByAlias(lookup: InstrumentAliasLookup): InstrumentRecord | null {
-    const source = normalizeSource(lookup.source);
-    const sourceId = normalizeNullable(lookup.sourceId);
-    const alias =
-      sourceId == null
-        ? (this.db
-            .prepare(
-              `SELECT id, instrument_id FROM instrument_aliases
-           WHERE source = ?
-             AND source_symbol = ?
-             AND IFNULL(source_exchange, '') = IFNULL(?, '')
-             AND IFNULL(source_asset_type, '') = IFNULL(?, '')
-           LIMIT 1`,
-            )
-            .get(
-              source,
-              normalizeSourceSymbol(lookup.sourceSymbol ?? ""),
-              normalizeExchange(lookup.sourceExchange),
-              normalizeAssetType(lookup.sourceAssetType),
-            ) as InstrumentAliasRow | undefined)
-        : (this.db
-            .prepare(
-              `SELECT id, instrument_id FROM instrument_aliases
-           WHERE source = ? AND source_id = ?
-           LIMIT 1`,
-            )
-            .get(source, sourceId) as InstrumentAliasRow | undefined);
-
-    if (alias == null) return null;
-
-    const row = this.db
-      .prepare("SELECT * FROM instruments WHERE id = ?")
-      .get(alias.instrument_id) as InstrumentRow | undefined;
-    return row == null ? null : mapInstrument(row);
-  }
-
-  addWatchlistItem(params: {
-    instrument: InstrumentInput;
-    watchlistId?: number;
-    targetPrice?: number | null;
-    stopPrice?: number | null;
-    priceCurrency?: string | null;
-    thesis?: string | null;
-    notes?: string | null;
-    tags?: string[];
-    source?: string;
-    sourceRowId?: string;
-    sourceMetadata?: unknown;
-  }): WatchlistItemRecord {
-    const tx = this.db.transaction(() => {
-      const watchlistId = params.watchlistId ?? this.getDefaultWatchlist().id;
-      const instrument = this.upsertInstrument(params.instrument);
-      const now = new Date().toISOString();
-      const existing = this.db
-        .prepare(
-          `SELECT * FROM watchlist_items
-           WHERE watchlist_id = ? AND instrument_id = ?`,
-        )
-        .get(watchlistId, instrument.id) as WatchlistItemRow | undefined;
-
-      if (existing) {
-        this.db
-          .prepare(
-            `UPDATE watchlist_items
-             SET target_price = ?, stop_price = ?, price_currency = ?, thesis = ?,
-                 notes = ?, tags_json = ?, source = ?, source_row_id = ?,
-                 source_metadata_json = ?, updated_at = ?
-             WHERE id = ?`,
-          )
-          .run(
-            params.targetPrice === undefined ? existing.target_price : params.targetPrice,
-            params.stopPrice === undefined ? existing.stop_price : params.stopPrice,
-            params.priceCurrency === undefined ? existing.price_currency : params.priceCurrency,
-            params.thesis === undefined ? existing.thesis : params.thesis,
-            params.notes === undefined ? existing.notes : params.notes,
-            params.tags == null ? existing.tags_json : JSON.stringify(params.tags),
-            params.source === undefined ? existing.source : normalizeNullable(params.source),
-            params.sourceRowId === undefined
-              ? existing.source_row_id
-              : normalizeNullable(params.sourceRowId),
-            params.sourceMetadata === undefined
-              ? existing.source_metadata_json
-              : params.sourceMetadata == null
-                ? null
-                : JSON.stringify(params.sourceMetadata),
-            now,
-            existing.id,
-          );
-        return existing.id;
-      }
-
-      const result = this.db
-        .prepare(
-          `INSERT INTO watchlist_items (
-             watchlist_id, instrument_id, thesis, notes, tags_json,
-             target_price, stop_price, price_currency, source, source_row_id,
-             source_metadata_json, created_at, updated_at
-           )
-           VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
-        )
-        .run(
-          watchlistId,
-          instrument.id,
-          params.thesis ?? null,
-          params.notes ?? null,
-          params.tags == null ? null : JSON.stringify(params.tags),
-          params.targetPrice ?? null,
-          params.stopPrice ?? null,
-          params.priceCurrency ?? params.instrument.currency ?? null,
-          normalizeNullable(params.source),
-          normalizeNullable(params.sourceRowId),
-          params.sourceMetadata == null ? null : JSON.stringify(params.sourceMetadata),
-          now,
-          now,
-        );
-      return Number(result.lastInsertRowid);
-    });
-
-    return this.getWatchlistItem(tx());
-  }
-
-  listWatchlistItems(watchlistId = this.getDefaultWatchlist().id): WatchlistItemRecord[] {
-    const rows = this.db
-      .prepare(
-        `SELECT wi.*, i.symbol, i.name, i.asset_type, i.exchange, i.currency
-         FROM watchlist_items wi
-         JOIN instruments i ON i.id = wi.instrument_id
-         WHERE wi.watchlist_id = ?
-         ORDER BY i.symbol`,
-      )
-      .all(watchlistId) as WatchlistItemRow[];
-    return rows.map(mapWatchlistItem);
-  }
-
-  removeWatchlistItemBySymbol(
-    symbol: string,
-    watchlistId = this.getDefaultWatchlist().id,
-  ): boolean {
-    const result = this.db
-      .prepare(
-        `DELETE FROM watchlist_items
-         WHERE watchlist_id = ?
-           AND instrument_id IN (SELECT id FROM instruments WHERE symbol = ?)`,
-      )
-      .run(watchlistId, symbol.trim().toUpperCase());
-    return result.changes > 0;
-  }
-
-  updateWatchlistItemBySymbol(
-    symbol: string,
-    params: {
-      watchlistId?: number;
-      targetPrice?: number | null;
-      stopPrice?: number | null;
-      priceCurrency?: string | null;
-      thesis?: string | null;
-      notes?: string | null;
-      tags?: string[];
-    },
-  ): WatchlistItemRecord | null {
-    const watchlistId = params.watchlistId ?? this.getDefaultWatchlist().id;
-    const existing = this.db
-      .prepare(
-        `SELECT wi.*
-         FROM watchlist_items wi
-         JOIN instruments i ON i.id = wi.instrument_id
-         WHERE wi.watchlist_id = ? AND i.symbol = ?
-         LIMIT 1`,
-      )
-      .get(watchlistId, symbol.trim().toUpperCase()) as WatchlistItemRow | undefined;
-    if (existing == null) return null;
-
-    const now = new Date().toISOString();
-    this.db
-      .prepare(
-        `UPDATE watchlist_items
-         SET target_price = ?, stop_price = ?, price_currency = ?, thesis = ?,
-             notes = ?, tags_json = ?, updated_at = ?
-         WHERE id = ?`,
-      )
-      .run(
-        params.targetPrice === undefined ? existing.target_price : params.targetPrice,
-        params.stopPrice === undefined ? existing.stop_price : params.stopPrice,
-        params.priceCurrency === undefined ? existing.price_currency : params.priceCurrency,
-        params.thesis === undefined ? existing.thesis : params.thesis,
-        params.notes === undefined ? existing.notes : params.notes,
-        params.tags == null ? existing.tags_json : JSON.stringify(params.tags),
-        now,
-        existing.id,
-      );
-    return this.getWatchlistItem(existing.id);
-  }
-
-  addPortfolioLot(params: {
-    instrument: InstrumentInput;
-    portfolioId?: number;
-    quantity: number;
-    avgCost: number;
-    currency: string;
-    openedAt?: string;
-    notes?: string;
-    source?: string;
-    sourceAccountRef?: string;
-    sourceLotId?: string;
-    sourceRowId?: string;
-    sourceMetadata?: unknown;
-  }): PortfolioLotRecord {
-    assertPositiveFinitePortfolioLotNumber(params.quantity, "quantity");
-    assertPositiveFinitePortfolioLotNumber(params.avgCost, "average cost");
-    const tx = this.db.transaction(() => {
-      const portfolioId = params.portfolioId ?? this.getDefaultPortfolio().id;
-      const instrument = this.upsertInstrument(params.instrument);
-      const now = new Date().toISOString();
-      const result = this.db
-        .prepare(
-          `INSERT INTO portfolio_lots (
-             portfolio_id, instrument_id, quantity, avg_cost, currency,
-             opened_at, notes, source, source_account_ref, source_lot_id,
-             source_row_id, source_metadata_json, created_at, updated_at
-           )
-           VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
-        )
-        .run(
-          portfolioId,
-          instrument.id,
-          params.quantity,
-          params.avgCost,
-          params.currency.toUpperCase(),
-          params.openedAt ?? now,
-          params.notes ?? null,
-          normalizeNullable(params.source),
-          normalizeNullable(params.sourceAccountRef),
-          normalizeNullable(params.sourceLotId),
-          normalizeNullable(params.sourceRowId),
-          params.sourceMetadata == null ? null : JSON.stringify(params.sourceMetadata),
-          now,
-          now,
-        );
-      return Number(result.lastInsertRowid);
-    });
-
-    return this.getPortfolioLot(tx());
-  }
-
-  listPortfolioLots(portfolioId = this.getDefaultPortfolio().id): PortfolioLotRecord[] {
-    const rows = this.db
-      .prepare(
-        `SELECT pl.*, i.symbol, i.name, i.asset_type, i.exchange, i.currency AS instrument_currency
-         FROM portfolio_lots pl
-         JOIN instruments i ON i.id = pl.instrument_id
-         WHERE pl.portfolio_id = ?
-         ORDER BY pl.id`,
-      )
-      .all(portfolioId) as PortfolioLotRow[];
-    return rows.map(mapPortfolioLot);
-  }
-
-  removePortfolioLotsBySymbol(
-    symbol: string,
-    portfolioId = this.getDefaultPortfolio().id,
-  ): boolean {
-    const result = this.db
-      .prepare(
-        `DELETE FROM portfolio_lots
-         WHERE portfolio_id = ?
-           AND instrument_id IN (SELECT id FROM instruments WHERE symbol = ?)`,
-      )
-      .run(portfolioId, symbol.trim().toUpperCase());
-    return result.changes > 0;
-  }
-
-  removePortfolioLot(id: number): PortfolioLotRecord | null {
-    const existing = this.getPortfolioLotOrNull(id);
-    if (existing == null) return null;
-    this.db.prepare("DELETE FROM portfolio_lots WHERE id = ?").run(id);
-    return existing;
-  }
-
-  updatePortfolioLot(
-    id: number,
-    params: {
-      quantity?: number;
-      avgCost?: number;
-      currency?: string;
-      openedAt?: string;
-      notes?: string;
-    },
-  ): PortfolioLotRecord | null {
-    if (params.quantity != null) {
-      assertPositiveFinitePortfolioLotNumber(params.quantity, "quantity");
-    }
-    if (params.avgCost != null) {
-      assertPositiveFinitePortfolioLotNumber(params.avgCost, "average cost");
-    }
-    const existing = this.db.prepare("SELECT * FROM portfolio_lots WHERE id = ?").get(id) as
-      | PortfolioLotRow
-      | undefined;
-    if (existing == null) return null;
-
-    const now = new Date().toISOString();
-    this.db
-      .prepare(
-        `UPDATE portfolio_lots
-         SET quantity = ?, avg_cost = ?, currency = ?, opened_at = ?, notes = ?, updated_at = ?
-         WHERE id = ?`,
-      )
-      .run(
-        params.quantity ?? existing.quantity,
-        params.avgCost ?? existing.avg_cost,
-        params.currency == null ? existing.currency : params.currency.toUpperCase(),
-        params.openedAt ?? existing.opened_at,
-        params.notes ?? existing.notes,
-        now,
-        id,
-      );
-    return this.getPortfolioLot(id);
-  }
-
-  updatePortfolioLotsBySymbol(
-    symbol: string,
-    params: {
-      portfolioId?: number;
-      quantity?: number;
-      avgCost?: number;
-      currency?: string;
-      openedAt?: string;
-      notes?: string;
-    },
-  ): PortfolioLotRecord[] {
-    const portfolioId = params.portfolioId ?? this.getDefaultPortfolio().id;
-    const rows = this.db
-      .prepare(
-        `SELECT pl.*
-         FROM portfolio_lots pl
-         JOIN instruments i ON i.id = pl.instrument_id
-         WHERE pl.portfolio_id = ? AND i.symbol = ?
-         ORDER BY pl.id`,
-      )
-      .all(portfolioId, symbol.trim().toUpperCase()) as PortfolioLotRow[];
-    return rows.flatMap((row) => {
-      const updated = this.updatePortfolioLot(row.id, params);
-      return updated == null ? [] : [updated];
-    });
-  }
-
-  createAlertRule(params: {
-    scopeType: AlertScopeType;
-    scopeId?: number;
-    instrumentId?: number;
-    conditionType: string;
-    conditionVersion: number;
-    condition: unknown;
-    timeframe: string;
-    enabled?: boolean;
-    checkIntervalSeconds?: number;
-    nextCheckAt?: string;
-    cooldownSeconds?: number;
-    retriggerMode?: string;
-  }): AlertRuleRecord {
-    const now = new Date().toISOString();
-    const result = this.db
-      .prepare(
-        `INSERT INTO alert_rules (
-           scope_type, scope_id, instrument_id, condition_type, condition_version,
-           condition_json, timeframe, enabled, check_interval_seconds, next_check_at,
-           retrigger_mode, cooldown_seconds, created_at, updated_at
-         )
-         VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
-      )
-      .run(
-        params.scopeType,
-        params.scopeId ?? null,
-        params.instrumentId ?? null,
-        params.conditionType,
-        params.conditionVersion,
-        JSON.stringify(params.condition),
-        params.timeframe,
-        params.enabled === false ? 0 : 1,
-        params.checkIntervalSeconds ?? null,
-        params.nextCheckAt ?? null,
-        params.retriggerMode ?? "recurring",
-        params.cooldownSeconds ?? null,
-        now,
-        now,
-      );
-    return this.getAlertRule(Number(result.lastInsertRowid));
-  }
-
-  listAlertRules(): AlertRuleRecord[] {
-    const rows = this.db
-      .prepare("SELECT * FROM alert_rules ORDER BY created_at, id")
-      .all() as AlertRuleRow[];
-    return rows.map(mapAlertRule);
-  }
-
-  setAlertRuleEnabled(id: number, enabled: boolean): AlertRuleRecord | null {
-    const now = new Date().toISOString();
-    const result = this.db
-      .prepare(
-        `UPDATE alert_rules
-         SET enabled = ?, updated_at = ?
-         WHERE id = ?`,
-      )
-      .run(enabled ? 1 : 0, now, id);
-    if (result.changes === 0) return null;
-    return this.getAlertRule(id);
-  }
-
-  getInstrument(id: number): InstrumentRecord | null {
-    const row = this.db.prepare("SELECT * FROM instruments WHERE id = ?").get(id) as
-      | InstrumentRow
-      | undefined;
-    return row == null ? null : mapInstrument(row);
-  }
-
-  upsertInstrumentRecord(input: InstrumentInput): InstrumentRecord {
-    return mapInstrument(this.upsertInstrument(input));
-  }
-
-  acquireAutomationRunnerLease(params: {
-    ownerId: string;
-    ownerKind: string;
-    now?: string;
-    ttlSeconds: number;
-  }): AutomationRunnerLeaseResult {
-    const now = params.now ?? new Date().toISOString();
-    const nowMs = new Date(now).getTime();
-    const expiresAt = new Date(nowMs + params.ttlSeconds * 1000).toISOString();
-    const tx = this.db.transaction(() => {
-      const current = this.db
-        .prepare(
-          "SELECT owner_id, owner_kind, acquired_at, heartbeat_at, expires_at FROM automation_runner_leases WHERE id = 1",
-        )
-        .get() as AutomationRunnerLeaseRow | undefined;
-
-      if (
-        current != null &&
-        current.owner_id !== params.ownerId &&
-        new Date(current.expires_at).getTime() > nowMs
-      ) {
-        return { acquired: false, ...mapAutomationRunnerLease(current) };
-      }
-
-      this.db
-        .prepare(
-          `INSERT INTO automation_runner_leases (
-             id, owner_id, owner_kind, acquired_at, heartbeat_at, expires_at
-           )
-           VALUES (1, ?, ?, ?, ?, ?)
-           ON CONFLICT(id) DO UPDATE SET
-             owner_id = excluded.owner_id,
-             owner_kind = excluded.owner_kind,
-             acquired_at = excluded.acquired_at,
-             heartbeat_at = excluded.heartbeat_at,
-             expires_at = excluded.expires_at`,
-        )
-        .run(params.ownerId, params.ownerKind, now, now, expiresAt);
-
-      return {
-        acquired: true,
-        ownerId: params.ownerId,
-        ownerKind: params.ownerKind,
-        acquiredAt: now,
-        heartbeatAt: now,
-        expiresAt,
-      };
-    });
-    return tx();
-  }
-
-  getAutomationRunnerLease(now = new Date().toISOString()): AutomationRunnerLeaseRecord | null {
-    const row = this.db
-      .prepare(
-        "SELECT owner_id, owner_kind, acquired_at, heartbeat_at, expires_at FROM automation_runner_leases WHERE id = 1",
-      )
-      .get() as AutomationRunnerLeaseRow | undefined;
-    if (row == null) return null;
-    if (new Date(row.expires_at).getTime() <= new Date(now).getTime()) return null;
-    return mapAutomationRunnerLease(row);
-  }
-
-  releaseAutomationRunnerLease(ownerId: string): boolean {
-    const result = this.db
-      .prepare("DELETE FROM automation_runner_leases WHERE id = 1 AND owner_id = ?")
-      .run(ownerId);
-    return result.changes > 0;
-  }
-
-  startAlertCheckRun(params: {
-    ownerId?: string | null;
-    startedAt?: string;
-    triggerType: string;
-  }): AlertCheckRunRecord {
-    const startedAt = params.startedAt ?? new Date().toISOString();
-    const result = this.db
-      .prepare(
-        `INSERT INTO alert_check_runs (
-           started_at, status, trigger_type, owner_id
-         )
-         VALUES (?, 'running', ?, ?)`,
-      )
-      .run(startedAt, params.triggerType, params.ownerId ?? null);
-    return this.getAlertCheckRun(Number(result.lastInsertRowid));
-  }
-
-  completeAlertCheckRun(
-    id: number,
-    params: {
-      completedAt?: string;
-      status: string;
-      checkedCount: number;
-      triggeredCount: number;
-      unavailableCount: number;
-      error?: unknown;
-      providerStatus?: unknown;
-    },
-  ): AlertCheckRunRecord {
-    const completedAt = params.completedAt ?? new Date().toISOString();
-    this.db
-      .prepare(
-        `UPDATE alert_check_runs
-         SET completed_at = ?,
-             status = ?,
-             checked_count = ?,
-             triggered_count = ?,
-             unavailable_count = ?,
-             error_json = ?,
-             provider_status_json = ?
-         WHERE id = ?`,
-      )
-      .run(
-        completedAt,
-        params.status,
-        params.checkedCount,
-        params.triggeredCount,
-        params.unavailableCount,
-        params.error == null ? null : JSON.stringify(params.error),
-        params.providerStatus == null ? null : JSON.stringify(params.providerStatus),
-        id,
-      );
-    return this.getAlertCheckRun(id);
-  }
-
-  getAlertCheckRun(id: number): AlertCheckRunRecord {
-    const row = this.db.prepare("SELECT * FROM alert_check_runs WHERE id = ?").get(id) as
-      | AlertCheckRunRow
-      | undefined;
-    if (row == null) throw new Error(`alert check run ${id} not found`);
-    return mapAlertCheckRun(row);
-  }
-
-  listAlertCheckRuns(): AlertCheckRunRecord[] {
-    const rows = this.db
-      .prepare("SELECT * FROM alert_check_runs ORDER BY started_at DESC, id DESC")
-      .all() as AlertCheckRunRow[];
-    return rows.map(mapAlertCheckRun);
-  }
-
-  markStaleAutomationRunsLost(params: { now?: string; graceSeconds: number }): {
-    alertCheckRuns: number;
-    reportRuns: number;
-  } {
-    const now = params.now ?? new Date().toISOString();
-    const cutoff = new Date(new Date(now).getTime() - params.graceSeconds * 1000).toISOString();
-    const tx = this.db.transaction(() => {
-      const alertResult = this.db
-        .prepare(
-          `UPDATE alert_check_runs
-           SET status = 'lost',
-               completed_at = COALESCE(completed_at, ?),
-               error_json = COALESCE(error_json, ?)
-           WHERE status = 'running' AND started_at < ?`,
-        )
-        .run(now, JSON.stringify({ message: "runner lease expired before completion" }), cutoff);
-      const reportResult = this.db
-        .prepare(
-          `UPDATE report_runs
-           SET status = 'lost',
-               completed_at = COALESCE(completed_at, ?),
-               errors_json = COALESCE(errors_json, ?)
-           WHERE status = 'running' AND started_at < ?`,
-        )
-        .run(now, JSON.stringify(["runner lease expired before completion"]), cutoff);
-      return {
-        alertCheckRuns: alertResult.changes,
-        reportRuns: reportResult.changes,
-      };
-    });
-    return tx();
-  }
-
-  recordNotificationEvent(params: {
-    sourceType: string;
-    sourceId?: number | null;
-    severity: string;
-    title: string;
-    body: string;
-    payload?: unknown;
-    status?: string;
-    createdAt?: string;
-  }): NotificationEventRecord {
-    const createdAt = params.createdAt ?? new Date().toISOString();
-    const result = this.db
-      .prepare(
-        `INSERT INTO notification_events (
-           source_type, source_id, severity, title, body, payload_json, status, created_at
-         )
-         VALUES (?, ?, ?, ?, ?, ?, ?, ?)`,
-      )
-      .run(
-        params.sourceType,
-        params.sourceId ?? null,
-        params.severity,
-        params.title,
-        params.body,
-        params.payload == null ? null : JSON.stringify(params.payload),
-        params.status ?? "unread",
-        createdAt,
-      );
-    return this.getNotificationEvent(Number(result.lastInsertRowid));
-  }
-
-  listNotificationEvents(): NotificationEventRecord[] {
-    const rows = this.db
-      .prepare("SELECT * FROM notification_events ORDER BY created_at DESC, id DESC")
-      .all() as NotificationEventRow[];
-    return rows.map(mapNotificationEvent);
-  }
-
-  getNotificationEvent(id: number): NotificationEventRecord {
-    const row = this.db.prepare("SELECT * FROM notification_events WHERE id = ?").get(id) as
-      | NotificationEventRow
-      | undefined;
-    if (row == null) throw new Error(`notification event ${id} not found`);
-    return mapNotificationEvent(row);
-  }
-
-  acknowledgeNotificationEvent(
-    id: number,
-    acknowledgedAt = new Date().toISOString(),
-  ): NotificationEventRecord {
-    this.db
-      .prepare(
-        `UPDATE notification_events
-         SET status = 'acknowledged',
-             acknowledged_at = ?
-         WHERE id = ?`,
-      )
-      .run(acknowledgedAt, id);
-    return this.getNotificationEvent(id);
-  }
-
-  recordNotificationDeliveryAttempt(params: {
-    notificationEventId: number;
-    channel: string;
-    status: string;
-    attemptedAt?: string;
-    completedAt?: string | null;
-    response?: unknown;
-    error?: string | null;
-  }): NotificationDeliveryAttemptRecord {
-    const attemptedAt = params.attemptedAt ?? new Date().toISOString();
-    const result = this.db
-      .prepare(
-        `INSERT INTO notification_delivery_attempts (
-           notification_event_id, channel, status, attempted_at, completed_at,
-           response_json, error
-         )
-         VALUES (?, ?, ?, ?, ?, ?, ?)`,
-      )
-      .run(
-        params.notificationEventId,
-        params.channel,
-        params.status,
-        attemptedAt,
-        params.completedAt ?? null,
-        params.response == null ? null : JSON.stringify(params.response),
-        params.error ?? null,
-      );
-    return this.getNotificationDeliveryAttempt(Number(result.lastInsertRowid));
-  }
-
-  listNotificationDeliveryAttempts(
-    notificationEventId?: number,
-  ): NotificationDeliveryAttemptRecord[] {
-    const rows =
-      notificationEventId == null
-        ? this.db
-            .prepare(
-              "SELECT * FROM notification_delivery_attempts ORDER BY attempted_at DESC, id DESC",
-            )
-            .all()
-        : this.db
-            .prepare(
-              "SELECT * FROM notification_delivery_attempts WHERE notification_event_id = ? ORDER BY attempted_at DESC, id DESC",
-            )
-            .all(notificationEventId);
-    return (rows as NotificationDeliveryAttemptRow[]).map(mapNotificationDeliveryAttempt);
-  }
-
-  getNotificationDeliveryAttempt(id: number): NotificationDeliveryAttemptRecord {
-    const row = this.db
-      .prepare("SELECT * FROM notification_delivery_attempts WHERE id = ?")
-      .get(id) as NotificationDeliveryAttemptRow | undefined;
-    if (row == null) throw new Error(`notification delivery attempt ${id} not found`);
-    return mapNotificationDeliveryAttempt(row);
-  }
-
-  updateAlertObservation(params: {
-    ruleId: number;
-    observed: unknown;
-    checkedAt?: string;
-    triggeredAt?: string;
-  }): AlertRuleRecord {
-    const checkedAt = params.checkedAt ?? new Date().toISOString();
-    this.db
-      .prepare(
-        `UPDATE alert_rules
-         SET last_checked_at = ?,
-             last_observed_json = ?,
-             last_triggered_at = COALESCE(?, last_triggered_at),
-             updated_at = ?
-         WHERE id = ?`,
-      )
-      .run(
-        checkedAt,
-        JSON.stringify(params.observed),
-        params.triggeredAt ?? null,
-        checkedAt,
-        params.ruleId,
-      );
-    return this.getAlertRule(params.ruleId);
-  }
-
-  recordAlertEvent(params: {
-    alertRuleId: number;
-    instrumentId?: number | null;
-    observedValue: unknown;
-    status: string;
-    message: string;
-    triggeredAt?: string;
-  }): AlertEventRecord {
-    const triggeredAt = params.triggeredAt ?? new Date().toISOString();
-    const result = this.db
-      .prepare(
-        `INSERT INTO alert_events (
-           alert_rule_id, instrument_id, observed_value_json, triggered_at, status, message
-         )
-         VALUES (?, ?, ?, ?, ?, ?)`,
-      )
-      .run(
-        params.alertRuleId,
-        params.instrumentId ?? null,
-        JSON.stringify(params.observedValue),
-        triggeredAt,
-        params.status,
-        params.message,
-      );
-    return this.getAlertEvent(Number(result.lastInsertRowid));
-  }
-
-  recordAlertCheckResult(params: {
-    ruleId: number;
-    observed: unknown;
-    checkedAt: string;
-    trigger?: {
-      expectedPreviousValue: number | null;
-      expectedLastTriggeredAt: string | null;
-      instrumentId: number | null;
-      message: string;
-      triggeredAt: string;
-    };
-  }): { triggered: boolean; rule: AlertRuleRecord } {
-    const tx = this.db.transaction(() => {
-      const row = this.db.prepare("SELECT * FROM alert_rules WHERE id = ?").get(params.ruleId) as
-        | AlertRuleRow
-        | undefined;
-      if (row == null) {
-        throw new Error(`alert rule ${params.ruleId} not found`);
-      }
-
-      const currentPrevious = lastObservedValueFromJson(row.last_observed_json);
-      const currentLastTriggeredAt = row.last_triggered_at ?? null;
-      const canTrigger =
-        params.trigger != null &&
-        currentPrevious === params.trigger.expectedPreviousValue &&
-        currentLastTriggeredAt === params.trigger.expectedLastTriggeredAt;
-
-      if (canTrigger && params.trigger) {
-        this.db
-          .prepare(
-            `INSERT INTO alert_events (
-               alert_rule_id, instrument_id, observed_value_json, triggered_at, status, message
-             )
-             VALUES (?, ?, ?, ?, 'triggered', ?)`,
-          )
-          .run(
-            params.ruleId,
-            params.trigger.instrumentId,
-            JSON.stringify(params.observed),
-            params.trigger.triggeredAt,
-            params.trigger.message,
-          );
-      }
-
-      this.db
-        .prepare(
-          `UPDATE alert_rules
-           SET last_checked_at = ?,
-               last_observed_json = ?,
-               last_triggered_at = COALESCE(?, last_triggered_at),
-               updated_at = ?
-           WHERE id = ?`,
-        )
-        .run(
-          params.checkedAt,
-          JSON.stringify(params.observed),
-          canTrigger && params.trigger ? params.trigger.triggeredAt : null,
-          params.checkedAt,
-          params.ruleId,
-        );
-
-      return canTrigger;
-    });
-    const triggered = tx();
-    return { triggered, rule: this.getAlertRule(params.ruleId) };
-  }
-
-  recordAlertEvaluationResult(params: {
-    ruleId: number;
-    observed: unknown;
-    checkedAt: string;
-    conditionState: "true" | "false" | "unknown";
-    trigger?: {
-      instrumentId: number | null;
-      title?: string;
-      message: string;
-      triggeredAt: string;
-      observedAt: string;
-      providerDataAt?: string | null;
-      sourceProvider?: string | null;
-      cacheStatus?: string;
-      dataDelayMs?: number | null;
-      triggerSource: string;
-      dedupeKey: string;
-      status?: string;
-    };
-  }): { triggered: boolean; event: AlertEventRecord | null; rule: AlertRuleRecord } {
-    const tx = this.db.transaction(() => {
-      const row = this.db.prepare("SELECT * FROM alert_rules WHERE id = ?").get(params.ruleId) as
-        | AlertRuleRow
-        | undefined;
-      if (row == null) {
-        throw new Error(`alert rule ${params.ruleId} not found`);
-      }
-
-      const rearmed = params.conditionState === "false" && row.last_condition_state === "true";
-      const nextArmCycleId = rearmed ? row.arm_cycle_id + 1 : row.arm_cycle_id;
-      let eventId: number | null = null;
-      const canInsertTrigger =
-        params.trigger != null &&
-        row.enabled === 1 &&
-        row.status === "active" &&
-        row.last_condition_state !== "true";
-
-      if (params.trigger != null && canInsertTrigger) {
-        const result = this.db
-          .prepare(
-            `INSERT OR IGNORE INTO alert_events (
-               alert_rule_id, instrument_id, observed_value_json, triggered_at,
-               observed_at, provider_data_at, source_provider, cache_status,
-               data_delay_ms, trigger_source, dedupe_key, status, message
-             )
-             VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
-          )
-          .run(
-            params.ruleId,
-            params.trigger.instrumentId,
-            JSON.stringify(params.observed),
-            params.trigger.triggeredAt,
-            params.trigger.observedAt,
-            params.trigger.providerDataAt ?? null,
-            params.trigger.sourceProvider ?? null,
-            params.trigger.cacheStatus ?? "live",
-            params.trigger.dataDelayMs ?? null,
-            params.trigger.triggerSource,
-            params.trigger.dedupeKey,
-            params.trigger.status ?? "triggered",
-            params.trigger.message,
-          );
-
-        if (result.changes > 0) {
-          eventId = Number(result.lastInsertRowid);
-          this.db
-            .prepare(
-              `INSERT INTO notification_events (
-                 source_type, source_id, severity, title, body, payload_json, status, created_at
-               )
-               VALUES ('alert_event', ?, 'warning', ?, ?, ?, 'unread', ?)`,
-            )
-            .run(
-              eventId,
-              params.trigger.title ?? "Alert triggered",
-              params.trigger.message,
-              JSON.stringify({
-                ruleId: params.ruleId,
-                observed: params.observed,
-                sourceProvider: params.trigger.sourceProvider ?? null,
-                providerDataAt: params.trigger.providerDataAt ?? null,
-                cacheStatus: params.trigger.cacheStatus ?? "live",
-                dataDelayMs: params.trigger.dataDelayMs ?? null,
-              }),
-              params.trigger.observedAt,
-            );
-        }
-      }
-
-      const triggered = eventId != null;
-      const completeOneShot = triggered && row.retrigger_mode === "once";
-      this.db
-        .prepare(
-          `UPDATE alert_rules
-           SET last_checked_at = ?,
-               last_observed_json = ?,
-               last_condition_state = ?,
-               arm_cycle_id = ?,
-               next_check_at = ?,
-               last_triggered_at = COALESCE(?, last_triggered_at),
-               enabled = CASE WHEN ? THEN 0 ELSE enabled END,
-               status = CASE WHEN ? THEN 'completed' ELSE status END,
-               updated_at = ?
-           WHERE id = ?`,
-        )
-        .run(
-          params.checkedAt,
-          JSON.stringify(params.observed),
-          params.conditionState,
-          nextArmCycleId,
-          nextAlertCheckAt(row, params.checkedAt),
-          triggered && params.trigger ? params.trigger.triggeredAt : null,
-          completeOneShot ? 1 : 0,
-          completeOneShot ? 1 : 0,
-          params.checkedAt,
-          params.ruleId,
-        );
-
-      return { triggered, eventId };
-    });
-    const result = tx();
-    return {
-      triggered: result.triggered,
-      event: result.eventId == null ? null : this.getAlertEvent(result.eventId),
-      rule: this.getAlertRule(params.ruleId),
-    };
-  }
-
-  recordAlertUnavailable(params: {
-    ruleId: number;
-    instrumentId?: number | null;
-    reason: string;
-    checkedAt: string;
-  }): { event: AlertEventRecord; rule: AlertRuleRecord } {
-    const tx = this.db.transaction(() => {
-      const row = this.db.prepare("SELECT * FROM alert_rules WHERE id = ?").get(params.ruleId) as
-        | AlertRuleRow
-        | undefined;
-      if (row == null) {
-        throw new Error(`alert rule ${params.ruleId} not found`);
-      }
-
-      const result = this.db
-        .prepare(
-          `INSERT INTO alert_events (
-             alert_rule_id, instrument_id, observed_value_json, triggered_at, status, message
-           )
-           VALUES (?, ?, ?, ?, 'unavailable', ?)`,
-        )
-        .run(
-          params.ruleId,
-          params.instrumentId ?? null,
-          JSON.stringify({ status: "unavailable", reason: params.reason, at: params.checkedAt }),
-          params.checkedAt,
-          `Alert unavailable: ${params.reason}`,
-        );
-
-      this.db
-        .prepare(
-          `UPDATE alert_rules
-           SET last_checked_at = ?,
-               next_check_at = ?,
-               updated_at = ?
-           WHERE id = ?`,
-        )
-        .run(
-          params.checkedAt,
-          nextAlertCheckAt(row, params.checkedAt),
-          params.checkedAt,
-          params.ruleId,
-        );
-
-      return Number(result.lastInsertRowid);
-    });
-    const eventId = tx();
-    return { event: this.getAlertEvent(eventId), rule: this.getAlertRule(params.ruleId) };
-  }
-
-  listAlertEvents(): AlertEventRecord[] {
-    const rows = this.db
-      .prepare("SELECT * FROM alert_events ORDER BY triggered_at, id")
-      .all() as AlertEventRow[];
-    return rows.map(mapAlertEvent);
-  }
-
-  createReportTemplate(params: {
-    name: string;
-    reportType: string;
-    cadence: string;
-    timezone: string;
-    localTime: string;
-    config: unknown;
-    enabled?: boolean;
-    nextRunAt?: string;
-  }): ReportTemplateRecord {
-    const now = new Date().toISOString();
-    const result = this.db
-      .prepare(
-        `INSERT INTO report_templates (
-           name, report_type, cadence, timezone, local_time, config_json,
-           enabled, next_run_at, created_at, updated_at
-         )
-         VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
-      )
-      .run(
-        params.name,
-        params.reportType,
-        params.cadence,
-        params.timezone,
-        params.localTime,
-        JSON.stringify(params.config),
-        params.enabled === false ? 0 : 1,
-        params.nextRunAt ?? null,
-        now,
-        now,
-      );
-    return this.getReportTemplate(Number(result.lastInsertRowid));
-  }
-
-  updateReportTemplate(
-    id: number,
-    params: {
-      name?: string;
-      reportType?: string;
-      cadence?: string;
-      timezone?: string;
-      localTime?: string;
-      config?: unknown;
-      enabled?: boolean;
-      nextRunAt?: string | null;
-    },
-  ): ReportTemplateRecord {
-    const existing = this.getReportTemplate(id);
-    const now = new Date().toISOString();
-    this.db
-      .prepare(
-        `UPDATE report_templates
-         SET name = ?, report_type = ?, cadence = ?, timezone = ?, local_time = ?,
-             config_json = ?, enabled = ?, next_run_at = ?, updated_at = ?
-         WHERE id = ?`,
-      )
-      .run(
-        params.name ?? existing.name,
-        params.reportType ?? existing.reportType,
-        params.cadence ?? existing.cadence,
-        params.timezone ?? existing.timezone,
-        params.localTime ?? existing.localTime,
-        JSON.stringify(params.config ?? existing.configJson),
-        params.enabled == null ? (existing.enabled ? 1 : 0) : params.enabled ? 1 : 0,
-        params.nextRunAt === undefined ? existing.nextRunAt : params.nextRunAt,
-        now,
-        id,
-      );
-    return this.getReportTemplate(id);
-  }
-
-  claimDueReportTemplateRun(
-    id: number,
-    params: {
-      scheduledFor: string;
-      nextRunAt: string;
-      claimedAt?: string;
-    },
-  ): ReportTemplateRecord | null {
-    const result = this.db
-      .prepare(
-        `UPDATE report_templates
-         SET next_run_at = ?, updated_at = ?
-         WHERE id = ? AND enabled = 1 AND next_run_at = ?`,
-      )
-      .run(params.nextRunAt, params.claimedAt ?? new Date().toISOString(), id, params.scheduledFor);
-    return result.changes === 0 ? null : this.getReportTemplate(id);
-  }
-
-  listReportTemplates(): ReportTemplateRecord[] {
-    const rows = this.db
-      .prepare("SELECT * FROM report_templates ORDER BY created_at, id")
-      .all() as ReportTemplateRow[];
-    return rows.map(mapReportTemplate);
-  }
-
-  recordReportRun(params: {
-    templateId?: number | null;
-    startedAt?: string;
-    completedAt?: string | null;
-    status: string;
-    triggerType?: string;
-    scheduledFor?: string | null;
-    ownerId?: string | null;
-    artifactPath?: string | null;
-    summary?: unknown;
-    errors?: unknown;
-  }): ReportRunRecord {
-    const startedAt = params.startedAt ?? new Date().toISOString();
-    const tx = this.db.transaction(() => {
-      const result = this.db
-        .prepare(
-          `INSERT INTO report_runs (
-             template_id, started_at, completed_at, status, trigger_type, scheduled_for,
-             owner_id, artifact_path, summary_json, errors_json
-           )
-           VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
-        )
-        .run(
-          params.templateId ?? null,
-          startedAt,
-          params.completedAt ?? null,
-          params.status,
-          params.triggerType ?? "manual",
-          params.scheduledFor ?? null,
-          params.ownerId ?? null,
-          params.artifactPath ?? null,
-          params.summary == null ? null : JSON.stringify(params.summary),
-          params.errors == null ? null : JSON.stringify(params.errors),
-        );
-
-      if (params.templateId != null) {
-        this.db
-          .prepare("UPDATE report_templates SET last_run_at = ?, updated_at = ? WHERE id = ?")
-          .run(startedAt, startedAt, params.templateId);
-      }
-
-      return Number(result.lastInsertRowid);
-    });
-    return this.getReportRun(tx());
-  }
-
-  listReportRuns(): ReportRunRecord[] {
-    const rows = this.db
-      .prepare("SELECT * FROM report_runs ORDER BY started_at DESC, id DESC")
-      .all() as ReportRunRow[];
-    return rows.map(mapReportRun);
-  }
-
-  recordImportBatch(params: {
-    source: string;
-    sourceLabel?: string;
-    importedAt?: string;
-    status: string;
-    rawMetadata?: unknown;
-  }): ImportBatchRecord {
-    const importedAt = params.importedAt ?? new Date().toISOString();
-    const result = this.db
-      .prepare(
-        `INSERT INTO import_batches (
-           source, source_label, imported_at, status, raw_metadata_json
-         )
-         VALUES (?, ?, ?, ?, ?)`,
-      )
-      .run(
-        normalizeNullable(params.source) ?? "unknown",
-        normalizeNullable(params.sourceLabel),
-        importedAt,
-        params.status,
-        params.rawMetadata == null ? null : JSON.stringify(params.rawMetadata),
-      );
-    return this.getImportBatch(Number(result.lastInsertRowid));
-  }
-
-  recordImportRow(params: {
-    batchId: number;
-    rowType: string;
-    sourceSymbol?: string;
-    sourceRowId?: string;
-    sourceAccountRef?: string;
-    normalizedInstrumentId?: number | null;
-    status: string;
-    error?: string;
-    sourceMetadata?: unknown;
-    raw?: unknown;
-  }): ImportRowRecord {
-    const result = this.db
-      .prepare(
-        `INSERT INTO import_rows (
-           batch_id, row_type, source_symbol, source_row_id, source_account_ref,
-           normalized_instrument_id, status, error, source_metadata_json, raw_json
-         )
-         VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
-      )
-      .run(
-        params.batchId,
-        params.rowType,
-        normalizeNullable(params.sourceSymbol),
-        normalizeNullable(params.sourceRowId),
-        normalizeNullable(params.sourceAccountRef),
-        params.normalizedInstrumentId ?? null,
-        params.status,
-        normalizeNullable(params.error),
-        params.sourceMetadata == null ? null : JSON.stringify(params.sourceMetadata),
-        params.raw == null ? null : JSON.stringify(params.raw),
-      );
-    return this.getImportRow(Number(result.lastInsertRowid));
-  }
-
-  private upsertInstrument(input: InstrumentInput): InstrumentRow {
-    const symbol = input.symbol.trim().toUpperCase();
-    const assetType = input.assetType.trim().toLowerCase();
-    const provider = input.provider.trim().toLowerCase();
-    const exchange = normalizeNullable(input.exchange);
-    const now = new Date().toISOString();
-    const resolvedAt = (input.resolvedAt ?? new Date()).toISOString();
-
-    const existing = this.db
-      .prepare(
-        `SELECT * FROM instruments
-         WHERE provider = ?
-           AND symbol = ?
-           AND asset_type = ?
-           AND IFNULL(exchange, '') = IFNULL(?, '')`,
-      )
-      .get(provider, symbol, assetType, exchange) as InstrumentRow | undefined;
-
-    if (existing) {
-      this.db
-        .prepare(
-          `UPDATE instruments
-           SET name = ?, currency = ?, provider_metadata_json = ?,
-               last_resolved_at = ?, updated_at = ?
-           WHERE id = ?`,
-        )
-        .run(
-          normalizeNullable(input.name),
-          normalizeNullable(input.currency)?.toUpperCase() ?? null,
-          input.providerMetadata == null ? null : JSON.stringify(input.providerMetadata),
-          resolvedAt,
-          now,
-          existing.id,
-        );
-      this.upsertInstrumentAliases(existing.id, input.aliases ?? []);
-      return this.db
-        .prepare("SELECT * FROM instruments WHERE id = ?")
-        .get(existing.id) as InstrumentRow;
-    }
-
-    const result = this.db
-      .prepare(
-        `INSERT INTO instruments (
-           symbol, asset_type, name, exchange, currency, provider,
-           provider_metadata_json, last_resolved_at, created_at, updated_at
-         )
-         VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
-      )
-      .run(
-        symbol,
-        assetType,
-        normalizeNullable(input.name),
-        exchange,
-        normalizeNullable(input.currency)?.toUpperCase() ?? null,
-        provider,
-        input.providerMetadata == null ? null : JSON.stringify(input.providerMetadata),
-        resolvedAt,
-        now,
-        now,
-      );
-    const instrumentId = Number(result.lastInsertRowid);
-    this.upsertInstrumentAliases(instrumentId, input.aliases ?? []);
-    return this.db
-      .prepare("SELECT * FROM instruments WHERE id = ?")
-      .get(instrumentId) as InstrumentRow;
-  }
-
-  private upsertInstrumentAliases(instrumentId: number, aliases: InstrumentAliasInput[]): void {
-    if (aliases.length === 0) return;
-
-    const now = new Date().toISOString();
-    for (const alias of aliases) {
-      const source = normalizeSource(alias.source);
-      const sourceSymbol = normalizeSourceSymbol(alias.sourceSymbol);
-      const sourceExchange = normalizeExchange(alias.sourceExchange);
-      const sourceAssetType = normalizeAssetType(alias.sourceAssetType);
-      const sourceId = normalizeNullable(alias.sourceId);
-      const rawJson = alias.raw == null ? null : JSON.stringify(alias.raw);
-      const existing =
-        sourceId == null
-          ? (this.db
-              .prepare(
-                `SELECT id, instrument_id FROM instrument_aliases
-             WHERE source = ?
-               AND source_symbol = ?
-               AND IFNULL(source_exchange, '') = IFNULL(?, '')
-               AND IFNULL(source_asset_type, '') = IFNULL(?, '')
-             LIMIT 1`,
-              )
-              .get(source, sourceSymbol, sourceExchange, sourceAssetType) as
-              | InstrumentAliasRow
-              | undefined)
-          : (this.db
-              .prepare(
-                `SELECT id, instrument_id FROM instrument_aliases
-             WHERE source = ? AND source_id = ?
-             LIMIT 1`,
-              )
-              .get(source, sourceId) as InstrumentAliasRow | undefined);
-
-      if (existing) {
-        this.db
-          .prepare(
-            `UPDATE instrument_aliases
-             SET instrument_id = ?, source_symbol = ?, source_exchange = ?,
-                 source_asset_type = ?, source_id = ?, raw_json = ?, updated_at = ?
-             WHERE id = ?`,
-          )
-          .run(
-            instrumentId,
-            sourceSymbol,
-            sourceExchange,
-            sourceAssetType,
-            sourceId,
-            rawJson,
-            now,
-            existing.id,
-          );
-        continue;
-      }
-
-      this.db
-        .prepare(
-          `INSERT INTO instrument_aliases (
-             instrument_id, source, source_symbol, source_exchange,
-             source_asset_type, source_id, raw_json, created_at, updated_at
-           )
-           VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)`,
-        )
-        .run(
-          instrumentId,
-          source,
-          sourceSymbol,
-          sourceExchange,
-          sourceAssetType,
-          sourceId,
-          rawJson,
-          now,
-          now,
-        );
-    }
-  }
-
-  private getWatchlistItem(id: number): WatchlistItemRecord {
-    const row = this.db
-      .prepare(
-        `SELECT wi.*, i.symbol, i.name, i.asset_type, i.exchange, i.currency
-         FROM watchlist_items wi
-         JOIN instruments i ON i.id = wi.instrument_id
-         WHERE wi.id = ?`,
-      )
-      .get(id) as WatchlistItemRow;
-    return mapWatchlistItem(row);
-  }
-
-  private getPortfolioLot(id: number): PortfolioLotRecord {
-    const row = this.getPortfolioLotOrNull(id);
-    if (row == null) {
-      throw new Error(`portfolio lot ${id} not found`);
-    }
-    return row;
-  }
-
-  private getPortfolioLotOrNull(id: number): PortfolioLotRecord | null {
-    const row = this.db
-      .prepare(
-        `SELECT pl.*, i.symbol, i.name, i.asset_type, i.exchange, i.currency AS instrument_currency
-         FROM portfolio_lots pl
-         JOIN instruments i ON i.id = pl.instrument_id
-         WHERE pl.id = ?`,
-      )
-      .get(id) as PortfolioLotRow | undefined;
-    return row == null ? null : mapPortfolioLot(row);
-  }
-
-  getAlertRule(id: number): AlertRuleRecord {
-    const row = this.db.prepare("SELECT * FROM alert_rules WHERE id = ?").get(id) as AlertRuleRow;
-    return mapAlertRule(row);
-  }
-
-  getAlertEvent(id: number): AlertEventRecord {
-    const row = this.db.prepare("SELECT * FROM alert_events WHERE id = ?").get(id) as AlertEventRow;
-    return mapAlertEvent(row);
-  }
-
-  private getReportTemplate(id: number): ReportTemplateRecord {
-    const row = this.db
-      .prepare("SELECT * FROM report_templates WHERE id = ?")
-      .get(id) as ReportTemplateRow;
-    return mapReportTemplate(row);
-  }
-
-  private getReportRun(id: number): ReportRunRecord {
-    const row = this.db.prepare("SELECT * FROM report_runs WHERE id = ?").get(id) as ReportRunRow;
-    return mapReportRun(row);
-  }
-
-  private getImportBatch(id: number): ImportBatchRecord {
-    const row = this.db
-      .prepare("SELECT * FROM import_batches WHERE id = ?")
-      .get(id) as ImportBatchRow;
-    return mapImportBatch(row);
-  }
-
-  private getImportRow(id: number): ImportRowRecord {
-    const row = this.db.prepare("SELECT * FROM import_rows WHERE id = ?").get(id) as ImportRowRow;
-    return mapImportRow(row);
-  }
-}
-
-function mapCollection(row: WatchlistRow): CollectionRecord {
-  return {
-    id: row.id,
-    name: row.name,
-    isDefault: row.is_default === 1,
-    createdAt: row.created_at,
-    updatedAt: row.updated_at,
-  };
-}
-
-function mapInstrument(row: InstrumentRow): InstrumentRecord {
-  return {
-    id: row.id,
-    symbol: row.symbol,
-    assetType: row.asset_type,
-    name: row.name,
-    exchange: row.exchange,
-    currency: row.currency,
-    provider: row.provider,
-    createdAt: row.created_at,
-    updatedAt: row.updated_at,
-  };
-}
-
-function mapWatchlistItem(row: WatchlistItemRow): WatchlistItemRecord {
-  return {
-    id: row.id,
-    watchlistId: row.watchlist_id,
-    instrumentId: row.instrument_id,
-    symbol: row.symbol,
-    name: row.name,
-    assetType: row.asset_type,
-    exchange: row.exchange,
-    currency: row.currency,
-    targetPrice: row.target_price,
-    stopPrice: row.stop_price,
-    priceCurrency: row.price_currency,
-    thesis: row.thesis,
-    notes: row.notes,
-    tags: row.tags_json == null ? null : (JSON.parse(row.tags_json) as string[]),
-    source: row.source,
-    sourceRowId: row.source_row_id,
-    sourceMetadata: row.source_metadata_json == null ? null : JSON.parse(row.source_metadata_json),
-    createdAt: row.created_at,
-    updatedAt: row.updated_at,
-  };
-}
-
-function mapPortfolioLot(row: PortfolioLotRow): PortfolioLotRecord {
-  return {
-    id: row.id,
-    portfolioId: row.portfolio_id,
-    instrumentId: row.instrument_id,
-    symbol: row.symbol,
-    name: row.name,
-    assetType: row.asset_type,
-    exchange: row.exchange,
-    instrumentCurrency: row.instrument_currency,
-    quantity: row.quantity,
-    avgCost: row.avg_cost,
-    currency: row.currency,
-    openedAt: row.opened_at,
-    notes: row.notes,
-    source: row.source,
-    sourceAccountRef: row.source_account_ref,
-    sourceLotId: row.source_lot_id,
-    sourceRowId: row.source_row_id,
-    sourceMetadata: row.source_metadata_json == null ? null : JSON.parse(row.source_metadata_json),
-    createdAt: row.created_at,
-    updatedAt: row.updated_at,
-  };
-}
-
-function mapAlertRule(row: AlertRuleRow): AlertRuleRecord {
-  return {
-    id: row.id,
-    scopeType: row.scope_type,
-    scopeId: row.scope_id,
-    instrumentId: row.instrument_id,
-    conditionType: row.condition_type,
-    conditionVersion: row.condition_version,
-    conditionJson: JSON.parse(row.condition_json),
-    timeframe: row.timeframe,
-    enabled: row.enabled === 1,
-    checkIntervalSeconds: row.check_interval_seconds,
-    nextCheckAt: row.next_check_at,
-    lastCheckedAt: row.last_checked_at,
-    lastObservedJson: row.last_observed_json == null ? null : JSON.parse(row.last_observed_json),
-    status: row.status,
-    retriggerMode: row.retrigger_mode,
-    lastConditionState: row.last_condition_state,
-    ruleRevision: row.rule_revision,
-    armCycleId: row.arm_cycle_id,
-    cooldownSeconds: row.cooldown_seconds,
-    lastTriggeredAt: row.last_triggered_at,
-    createdAt: row.created_at,
-    updatedAt: row.updated_at,
-  };
-}
-
-function mapAlertEvent(row: AlertEventRow): AlertEventRecord {
-  return {
-    id: row.id,
-    alertRuleId: row.alert_rule_id,
-    instrumentId: row.instrument_id,
-    observedValueJson: row.observed_value_json == null ? null : JSON.parse(row.observed_value_json),
-    triggeredAt: row.triggered_at,
-    observedAt: row.observed_at,
-    providerDataAt: row.provider_data_at,
-    sourceProvider: row.source_provider,
-    cacheStatus: row.cache_status,
-    dataDelayMs: row.data_delay_ms,
-    triggerSource: row.trigger_source,
-    dedupeKey: row.dedupe_key,
-    status: row.status,
-    message: row.message,
-  };
-}
-
-function mapAutomationRunnerLease(row: AutomationRunnerLeaseRow): AutomationRunnerLeaseRecord {
-  return {
-    ownerId: row.owner_id,
-    ownerKind: row.owner_kind,
-    acquiredAt: row.acquired_at,
-    heartbeatAt: row.heartbeat_at,
-    expiresAt: row.expires_at,
-  };
-}
-
-function mapAlertCheckRun(row: AlertCheckRunRow): AlertCheckRunRecord {
-  return {
-    id: row.id,
-    startedAt: row.started_at,
-    completedAt: row.completed_at,
-    status: row.status,
-    triggerType: row.trigger_type,
-    checkedCount: row.checked_count,
-    triggeredCount: row.triggered_count,
-    unavailableCount: row.unavailable_count,
-    ownerId: row.owner_id,
-    errorJson: row.error_json == null ? null : JSON.parse(row.error_json),
-    providerStatusJson:
-      row.provider_status_json == null ? null : JSON.parse(row.provider_status_json),
-  };
-}
-
-function mapNotificationEvent(row: NotificationEventRow): NotificationEventRecord {
-  return {
-    id: row.id,
-    sourceType: row.source_type,
-    sourceId: row.source_id,
-    severity: row.severity,
-    title: row.title,
-    body: row.body,
-    payloadJson: row.payload_json == null ? null : JSON.parse(row.payload_json),
-    status: row.status,
-    createdAt: row.created_at,
-    acknowledgedAt: row.acknowledged_at,
-  };
-}
-
-function mapNotificationDeliveryAttempt(
-  row: NotificationDeliveryAttemptRow,
-): NotificationDeliveryAttemptRecord {
-  return {
-    id: row.id,
-    notificationEventId: row.notification_event_id,
-    channel: row.channel,
-    status: row.status,
-    attemptedAt: row.attempted_at,
-    completedAt: row.completed_at,
-    responseJson: row.response_json == null ? null : JSON.parse(row.response_json),
-    error: row.error,
-  };
-}
-
-function nextAlertCheckAt(row: AlertRuleRow, checkedAt: string): string | null {
-  if (row.check_interval_seconds == null) return null;
-  const checkedAtMs = new Date(checkedAt).getTime();
-  if (!Number.isFinite(checkedAtMs)) return null;
-  return new Date(checkedAtMs + row.check_interval_seconds * 1000).toISOString();
-}
-
-function mapReportTemplate(row: ReportTemplateRow): ReportTemplateRecord {
-  return {
-    id: row.id,
-    name: row.name,
-    reportType: row.report_type,
-    cadence: row.cadence,
-    timezone: row.timezone,
-    localTime: row.local_time,
-    configJson: JSON.parse(row.config_json),
-    enabled: row.enabled === 1,
-    lastRunAt: row.last_run_at,
-    nextRunAt: row.next_run_at,
-    createdAt: row.created_at,
-    updatedAt: row.updated_at,
-  };
-}
-
-function mapReportRun(row: ReportRunRow): ReportRunRecord {
-  return {
-    id: row.id,
-    templateId: row.template_id,
-    startedAt: row.started_at,
-    completedAt: row.completed_at,
-    status: row.status,
-    triggerType: row.trigger_type,
-    scheduledFor: row.scheduled_for,
-    ownerId: row.owner_id,
-    artifactPath: row.artifact_path,
-    summaryJson: row.summary_json == null ? null : JSON.parse(row.summary_json),
-    errorsJson: row.errors_json == null ? null : JSON.parse(row.errors_json),
-  };
-}
-
-function mapImportBatch(row: ImportBatchRow): ImportBatchRecord {
-  return {
-    id: row.id,
-    source: row.source,
-    sourceLabel: row.source_label,
-    importedAt: row.imported_at,
-    status: row.status,
-    rawMetadata: row.raw_metadata_json == null ? null : JSON.parse(row.raw_metadata_json),
-  };
-}
-
-function mapImportRow(row: ImportRowRow): ImportRowRecord {
-  return {
-    id: row.id,
-    batchId: row.batch_id,
-    rowType: row.row_type,
-    sourceSymbol: row.source_symbol,
-    sourceRowId: row.source_row_id,
-    sourceAccountRef: row.source_account_ref,
-    normalizedInstrumentId: row.normalized_instrument_id,
-    status: row.status,
-    error: row.error,
-    sourceMetadata: row.source_metadata_json == null ? null : JSON.parse(row.source_metadata_json),
-    raw: row.raw_json == null ? null : JSON.parse(row.raw_json),
-  };
-}
-
-function normalizeNullable(value: string | null | undefined): string | null {
-  const normalized = value?.trim();
-  return normalized ? normalized : null;
-}
-
-function assertPositiveFinitePortfolioLotNumber(
-  value: number,
-  label: "quantity" | "average cost",
-): void {
-  if (!Number.isFinite(value) || value <= 0) {
-    throw new Error(`Portfolio lot ${label} must be a positive finite number.`);
-  }
-}
-
-function lastObservedValueFromJson(value: string | null): number | null {
-  if (value == null) return null;
-  const parsed = JSON.parse(value) as { value?: unknown } | null;
-  return typeof parsed?.value === "number" ? parsed.value : null;
-}
-
-function normalizeSource(value: string): string {
-  return value.trim().toLowerCase();
-}
-
-function normalizeSourceSymbol(value: string): string {
-  return value.trim().toUpperCase();
-}
-
-function normalizeExchange(value: string | null | undefined): string | null {
-  return normalizeNullable(value)?.toUpperCase() ?? null;
-}
-
-function normalizeAssetType(value: string | null | undefined): string | null {
-  return normalizeNullable(value)?.toLowerCase() ?? null;
-}