-- Migration: Add Instrument Metadata Columns
-- Date: 2026-02-11
-- Description: Adds classification and trading specification columns to meta.exchanges and meta.instruments

-- ============================================================================
-- 1. Add columns to meta.exchanges
-- ============================================================================

-- Trading specifications
ALTER TABLE meta.exchanges ADD COLUMN IF NOT EXISTS default_tick_size DOUBLE PRECISION;
ALTER TABLE meta.exchanges ADD COLUMN IF NOT EXISTS default_tick_value DOUBLE PRECISION;
ALTER TABLE meta.exchanges ADD COLUMN IF NOT EXISTS default_extended_hours BOOLEAN DEFAULT false;

-- Geographic info
ALTER TABLE meta.exchanges ADD COLUMN IF NOT EXISTS country VARCHAR(3);

COMMENT ON COLUMN meta.exchanges.default_tick_size IS 'Default minimum price increment (e.g., 0.01 for stocks)';
COMMENT ON COLUMN meta.exchanges.default_tick_value IS 'Default value per tick in currency (0.01 for stocks = 1 cent per share)';
COMMENT ON COLUMN meta.exchanges.default_extended_hours IS 'Default for whether instruments support pre/post market trading';
COMMENT ON COLUMN meta.exchanges.country IS 'ISO 3166-1 alpha-3 country code (USA, GBR, JPN)';

-- ============================================================================
-- 2. Add columns to meta.instruments
-- ============================================================================

-- Basic info
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS description VARCHAR(255);
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS country VARCHAR(3);

-- Trading specifications
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS extended_hours BOOLEAN;

-- Company/Fund classification
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS sector VARCHAR(50);
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS industry VARCHAR(100);
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS category VARCHAR(50);
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS subcategory VARCHAR(50);
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS asset_class VARCHAR(30);
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS geography VARCHAR(30);

-- ETF-specific
ALTER TABLE meta.instruments ADD COLUMN IF NOT EXISTS underlying VARCHAR(30);

COMMENT ON COLUMN meta.instruments.description IS 'Full name/description of the instrument';
COMMENT ON COLUMN meta.instruments.country IS 'ISO 3166-1 alpha-3 country code (overrides exchange default)';
COMMENT ON COLUMN meta.instruments.extended_hours IS 'Override exchange default for pre/post market trading';
COMMENT ON COLUMN meta.instruments.sector IS 'GICS sector (e.g., Technology, Financials)';
COMMENT ON COLUMN meta.instruments.industry IS 'GICS industry (e.g., Software-Application)';
COMMENT ON COLUMN meta.instruments.category IS 'Custom categorization (e.g., Sector ETF, Broad Market)';
COMMENT ON COLUMN meta.instruments.subcategory IS 'Custom sub-categorization (e.g., S&P 500, Technology)';
COMMENT ON COLUMN meta.instruments.asset_class IS 'Asset class (Equity, Fixed Income, Commodity, Currency)';
COMMENT ON COLUMN meta.instruments.geography IS 'Geographic focus (US, International, Emerging)';
COMMENT ON COLUMN meta.instruments.underlying IS 'Underlying symbol for ETFs/derivatives (e.g., SPX, NDX)';

-- ============================================================================
-- 3. Update existing exchange data
-- ============================================================================

-- Update NYSE if it exists
UPDATE meta.exchanges
SET
    default_tick_size = 0.01,
    default_tick_value = 0.01,
    default_extended_hours = true,
    country = 'USA'
WHERE id = 'NYSE';

-- Update CME if it exists
UPDATE meta.exchanges
SET
    country = 'USA',
    default_extended_hours = true
WHERE id = 'CME';

-- Add NASDAQ if it doesn't exist
INSERT INTO meta.exchanges (
    id, name, timezone, currency, default_sec_type,
    default_tick_size, default_tick_value, default_extended_hours, country
)
SELECT 'NASDAQ', 'NASDAQ Stock Market', 'America/New_York', 'USD', 'STK',
       0.01, 0.01, true, 'USA'
WHERE NOT EXISTS (SELECT 1 FROM meta.exchanges WHERE id = 'NASDAQ');

-- ============================================================================
-- Migration Complete
-- ============================================================================

-- Verify the changes
SELECT 'meta.exchanges columns:' as info;
SELECT column_name, data_type, character_maximum_length
FROM information_schema.columns
WHERE table_schema = 'meta' AND table_name = 'exchanges'
ORDER BY ordinal_position;

SELECT 'meta.instruments columns:' as info;
SELECT column_name, data_type, character_maximum_length
FROM information_schema.columns
WHERE table_schema = 'meta' AND table_name = 'instruments'
ORDER BY ordinal_position;