feat: database models and alembic migrations — all tables per design

- shared/db.py: async engine + session factory
- shared/models/base.py: DeclarativeBase + TimestampMixin
- shared/models/trading.py: Strategy, Signal, Trade, Position, StrategyWeightHistory
- shared/models/news.py: Article, ArticleSentiment
- shared/models/learning.py: TradeOutcome, LearningAdjustment
- shared/models/auth.py: User, UserCredential
- shared/models/timeseries.py: MarketData, PortfolioSnapshot, StrategyMetric
- Alembic async env.py with initial migration including TimescaleDB hypertables
- 21 model tests covering enums, instantiation, metadata registration

alembic/README

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+Generic single-database configuration.

alembic/env.py

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+"""Alembic environment — async-aware, imports all shared models."""
+
+import asyncio
+import os
+from logging.config import fileConfig
+
+from alembic import context
+from sqlalchemy import pool
+from sqlalchemy.ext.asyncio import async_engine_from_config
+
+# Import all models so metadata is populated for autogenerate.
+from shared.models import Base  # noqa: F401
+import shared.models  # noqa: F401 — triggers side-effect imports of every model
+
+config = context.config
+
+# Override sqlalchemy.url from environment if available.
+db_url = os.environ.get("TRADING_DATABASE_URL")
+if db_url:
+    config.set_main_option("sqlalchemy.url", db_url)
+
+# Interpret the config file for Python logging.
+if config.config_file_name is not None:
+    fileConfig(config.config_file_name)
+
+target_metadata = Base.metadata
+
+
+def run_migrations_offline() -> None:
+    """Run migrations in 'offline' mode (emit SQL without a live connection)."""
+    url = config.get_main_option("sqlalchemy.url")
+    context.configure(
+        url=url,
+        target_metadata=target_metadata,
+        literal_binds=True,
+        dialect_opts={"paramstyle": "named"},
+    )
+
+    with context.begin_transaction():
+        context.run_migrations()
+
+
+def do_run_migrations(connection) -> None:  # noqa: ANN001
+    context.configure(connection=connection, target_metadata=target_metadata)
+    with context.begin_transaction():
+        context.run_migrations()
+
+
+async def run_async_migrations() -> None:
+    """Run migrations in 'online' mode using an async engine."""
+    connectable = async_engine_from_config(
+        config.get_section(config.config_ini_section, {}),
+        prefix="sqlalchemy.",
+        poolclass=pool.NullPool,
+    )
+
+    async with connectable.connect() as connection:
+        await connection.run_sync(do_run_migrations)
+
+    await connectable.dispose()
+
+
+def run_migrations_online() -> None:
+    """Entry-point for online migrations — delegates to the async helper."""
+    asyncio.run(run_async_migrations())
+
+
+if context.is_offline_mode():
+    run_migrations_offline()
+else:
+    run_migrations_online()

alembic/script.py.mako

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+"""${message}
+
+Revision ID: ${up_revision}
+Revises: ${down_revision | comma,n}
+Create Date: ${create_date}
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+${imports if imports else ""}
+
+# revision identifiers, used by Alembic.
+revision: str = ${repr(up_revision)}
+down_revision: Union[str, Sequence[str], None] = ${repr(down_revision)}
+branch_labels: Union[str, Sequence[str], None] = ${repr(branch_labels)}
+depends_on: Union[str, Sequence[str], None] = ${repr(depends_on)}
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    ${upgrades if upgrades else "pass"}
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    ${downgrades if downgrades else "pass"}

alembic/versions/a1b2c3d4e5f6_initial_schema.py

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+"""initial schema
+
+Revision ID: a1b2c3d4e5f6
+Revises:
+Create Date: 2026-02-22 15:15:15.661206
+
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = "a1b2c3d4e5f6"
+down_revision: Union[str, Sequence[str], None] = None
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Create all tables for the trading bot."""
+
+    # --- Core trading tables ---
+
+    op.create_table(
+        "strategies",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column("name", sa.String(255), unique=True, nullable=False),
+        sa.Column("description", sa.Text, nullable=True),
+        sa.Column("current_weight", sa.Float, nullable=False, server_default="0.333"),
+        sa.Column("active", sa.Boolean, nullable=False, server_default=sa.text("true")),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    op.create_table(
+        "signals",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column("ticker", sa.String(20), nullable=False, index=True),
+        sa.Column(
+            "direction",
+            sa.Enum("LONG", "SHORT", "NEUTRAL", name="signaldirection"),
+            nullable=False,
+        ),
+        sa.Column("strength", sa.Float, nullable=False),
+        sa.Column("strategy_sources", postgresql.JSON, nullable=True),
+        sa.Column("sentiment_score", sa.Float, nullable=True),
+        sa.Column("acted_on", sa.Boolean, nullable=False, server_default=sa.text("false")),
+        sa.Column(
+            "strategy_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("strategies.id"),
+            nullable=True,
+        ),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    op.create_table(
+        "trades",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column("ticker", sa.String(20), nullable=False, index=True),
+        sa.Column(
+            "side",
+            sa.Enum("BUY", "SELL", name="tradeside"),
+            nullable=False,
+        ),
+        sa.Column("qty", sa.Float, nullable=False),
+        sa.Column("price", sa.Float, nullable=False),
+        sa.Column("timestamp", sa.String, nullable=True),
+        sa.Column(
+            "strategy_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("strategies.id"),
+            nullable=True,
+        ),
+        sa.Column(
+            "signal_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("signals.id"),
+            nullable=True,
+        ),
+        sa.Column(
+            "status",
+            sa.Enum("PENDING", "FILLED", "CANCELLED", "REJECTED", name="tradestatus"),
+            nullable=False,
+            server_default="PENDING",
+        ),
+        sa.Column("pnl", sa.Float, nullable=True),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    op.create_table(
+        "positions",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column("ticker", sa.String(20), unique=True, nullable=False),
+        sa.Column("qty", sa.Float, nullable=False),
+        sa.Column("avg_entry", sa.Float, nullable=False),
+        sa.Column("unrealized_pnl", sa.Float, nullable=True),
+        sa.Column("stop_loss", sa.Float, nullable=True),
+        sa.Column("take_profit", sa.Float, nullable=True),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    op.create_table(
+        "strategy_weight_history",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column(
+            "strategy_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("strategies.id"),
+            nullable=False,
+        ),
+        sa.Column("old_weight", sa.Float, nullable=False),
+        sa.Column("new_weight", sa.Float, nullable=False),
+        sa.Column("reason", sa.String(500), nullable=True),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    # --- News & sentiment ---
+
+    op.create_table(
+        "articles",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column("source", sa.String(100), nullable=False),
+        sa.Column("url", sa.Text, nullable=False),
+        sa.Column("title", sa.Text, nullable=False),
+        sa.Column("published_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("fetched_at", sa.DateTime(timezone=True), nullable=False),
+        sa.Column("content_hash", sa.String(64), unique=True, nullable=False),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    op.create_table(
+        "article_sentiments",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column(
+            "article_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("articles.id"),
+            nullable=False,
+        ),
+        sa.Column("ticker", sa.String(20), nullable=False, index=True),
+        sa.Column("score", sa.Float, nullable=False),
+        sa.Column("confidence", sa.Float, nullable=False),
+        sa.Column("model_used", sa.String(50), nullable=False),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    # --- Learning ---
+
+    op.create_table(
+        "trade_outcomes",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column(
+            "trade_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("trades.id"),
+            unique=True,
+            nullable=False,
+        ),
+        sa.Column("hold_duration", sa.Interval, nullable=True),
+        sa.Column("realized_pnl", sa.Float, nullable=False),
+        sa.Column("roi_pct", sa.Float, nullable=False),
+        sa.Column("was_profitable", sa.Boolean, nullable=False),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    op.create_table(
+        "learning_adjustments",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column(
+            "strategy_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("strategies.id"),
+            nullable=False,
+        ),
+        sa.Column("old_weight", sa.Float, nullable=False),
+        sa.Column("new_weight", sa.Float, nullable=False),
+        sa.Column("reason", sa.Text, nullable=True),
+        sa.Column("reward_signal", sa.Float, nullable=False),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    # --- Auth ---
+
+    op.create_table(
+        "users",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column("username", sa.String(100), unique=True, nullable=False),
+        sa.Column("display_name", sa.String(255), nullable=True),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    op.create_table(
+        "user_credentials",
+        sa.Column("id", postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column(
+            "user_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("users.id"),
+            nullable=False,
+        ),
+        sa.Column("credential_id", sa.String(512), unique=True, nullable=False),
+        sa.Column("public_key", sa.LargeBinary, nullable=False),
+        sa.Column("sign_count", sa.Integer, nullable=False, server_default="0"),
+        sa.Column("created_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+        sa.Column("updated_at", sa.DateTime(timezone=True), server_default=sa.func.now()),
+    )
+
+    # --- Timeseries (TimescaleDB hypertables) ---
+
+    op.create_table(
+        "market_data",
+        sa.Column("timestamp", sa.DateTime(timezone=True), primary_key=True),
+        sa.Column("ticker", sa.String(20), primary_key=True),
+        sa.Column("open", sa.Float, nullable=False),
+        sa.Column("high", sa.Float, nullable=False),
+        sa.Column("low", sa.Float, nullable=False),
+        sa.Column("close", sa.Float, nullable=False),
+        sa.Column("volume", sa.Float, nullable=False),
+    )
+
+    op.create_table(
+        "portfolio_snapshots",
+        sa.Column("timestamp", sa.DateTime(timezone=True), primary_key=True),
+        sa.Column("total_value", sa.Float, nullable=False),
+        sa.Column("cash", sa.Float, nullable=False),
+        sa.Column("positions_value", sa.Float, nullable=False),
+        sa.Column("daily_pnl", sa.Float, nullable=False),
+    )
+
+    op.create_table(
+        "strategy_metrics",
+        sa.Column("timestamp", sa.DateTime(timezone=True), primary_key=True),
+        sa.Column(
+            "strategy_id",
+            postgresql.UUID(as_uuid=True),
+            sa.ForeignKey("strategies.id"),
+            primary_key=True,
+        ),
+        sa.Column("win_rate", sa.Float, nullable=False),
+        sa.Column("total_pnl", sa.Float, nullable=False),
+        sa.Column("trade_count", sa.Integer, nullable=False),
+        sa.Column("sharpe_ratio", sa.Float, nullable=True),
+    )
+
+    # Convert timeseries tables to TimescaleDB hypertables.
+    # These calls are idempotent-safe when the extension is loaded.
+    op.execute("SELECT create_hypertable('market_data', 'timestamp', if_not_exists => TRUE)")
+    op.execute("SELECT create_hypertable('portfolio_snapshots', 'timestamp', if_not_exists => TRUE)")
+    op.execute("SELECT create_hypertable('strategy_metrics', 'timestamp', if_not_exists => TRUE)")
+
+
+def downgrade() -> None:
+    """Drop all tables in reverse dependency order."""
+    op.drop_table("strategy_metrics")
+    op.drop_table("portfolio_snapshots")
+    op.drop_table("market_data")
+    op.drop_table("user_credentials")
+    op.drop_table("users")
+    op.drop_table("learning_adjustments")
+    op.drop_table("trade_outcomes")
+    op.drop_table("article_sentiments")
+    op.drop_table("articles")
+    op.drop_table("strategy_weight_history")
+    op.drop_table("positions")
+    op.drop_table("trades")
+    op.drop_table("signals")
+    op.drop_table("strategies")
+
+    # Drop enums
+    sa.Enum(name="signaldirection").drop(op.get_bind(), checkfirst=True)
+    sa.Enum(name="tradeside").drop(op.get_bind(), checkfirst=True)
+    sa.Enum(name="tradestatus").drop(op.get_bind(), checkfirst=True)