robinhood/backend/MIGRATION_INSTRUCTIONS.md

Phase 1 Database Migration Instructions

This document explains how to set up the Phase 1 Daily Helper database tables.

Option 1: Using the Migration Script (Recommended - No Alembic Required)

cd backend
python create_phase1_tables.py

This will create all 6 Phase 1 tables in your database:

• user_profiles
• daily_routines
• routine_executions
• notifications
• daily_checklists
• habit_trackers

What the script does:

1. Connects to your database using the configured URL
2. Creates all tables defined in the models
3. Verifies that tables were created successfully

Option 2: Using Alembic (If You Have It Set Up)

If you're using Alembic for migrations:

cd backend
alembic revision --autogenerate -m "Add Phase 1 daily helper models"
alembic upgrade head

Option 3: Manual SQL

If you need to create tables manually, here's the SQL:

user_profiles

CREATE TABLE user_profiles (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    email VARCHAR UNIQUE,
    username VARCHAR UNIQUE,
    timezone VARCHAR DEFAULT 'UTC',
    preferred_trading_start VARCHAR DEFAULT '09:00',
    preferred_trading_end VARCHAR DEFAULT '17:00',
    risk_tolerance VARCHAR DEFAULT 'moderate',
    trading_style VARCHAR DEFAULT 'day_trader',
    daily_target FLOAT,
    max_loss FLOAT,
    notifications_enabled BOOLEAN DEFAULT true,
    email_reports BOOLEAN DEFAULT true,
    sms_enabled BOOLEAN DEFAULT false,
    push_notifications BOOLEAN DEFAULT true,
    phone_number VARCHAR,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

daily_routines

CREATE TABLE daily_routines (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    user_id VARCHAR,
    routine_type VARCHAR,
    scheduled_time VARCHAR,
    tasks JSON DEFAULT '[]',
    enabled BOOLEAN DEFAULT true,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

routine_executions

CREATE TABLE routine_executions (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    routine_id INTEGER,
    executed_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    completion_status VARCHAR,
    tasks_completed JSON DEFAULT '[]',
    execution_notes TEXT,
    FOREIGN KEY (routine_id) REFERENCES daily_routines(id)
);

notifications

CREATE TABLE notifications (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    user_id VARCHAR,
    notification_type VARCHAR,
    title VARCHAR,
    message TEXT,
    priority VARCHAR DEFAULT 'normal',
    delivery_method VARCHAR DEFAULT 'push',
    data JSON,
    read BOOLEAN DEFAULT false,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    read_at TIMESTAMP
);

daily_checklists

CREATE TABLE daily_checklists (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    user_id VARCHAR,
    checklist_date DATE DEFAULT CURRENT_DATE,
    checklist_type VARCHAR,
    items JSON DEFAULT '[]',
    completion_percentage FLOAT DEFAULT 0.0,
    notes TEXT,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

habit_trackers

CREATE TABLE habit_trackers (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    user_id VARCHAR,
    habit_name VARCHAR,
    frequency VARCHAR,
    completion_dates JSON DEFAULT '[]',
    current_streak INTEGER DEFAULT 0,
    longest_streak INTEGER DEFAULT 0,
    total_completions INTEGER DEFAULT 0,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

Verification

After running the migration, verify the tables exist:

# Using Python
python -c "from app.db.database import engine; print(engine.table_names())"

# Or check your database directly
# SQLite: sqlite3 your_database.db ".tables"
# PostgreSQL: psql -l
# MySQL: mysql -e "SHOW TABLES;"

Troubleshooting

Error: "No module named 'app'"

Make sure you're running the script from the backend directory and have activated your Python virtual environment.

Error: "database is locked"

If using SQLite, close any other applications accessing the database.

Error: "Connection refused"

Make sure your database server is running (PostgreSQL, MySQL, etc.)

Tables already exist

If tables already exist, the script will update their structure if needed. Existing data will be preserved.

Rollback (If Needed)

If you need to remove the tables:

# Using Python
python -c "from app.db.database import engine, Base; from app.models.models import *; Base.metadata.drop_all(bind=engine)"

# Or manually drop tables in your database
DROP TABLE habit_trackers;
DROP TABLE daily_checklists;
DROP TABLE notifications;
DROP TABLE routine_executions;
DROP TABLE daily_routines;
DROP TABLE user_profiles;

Next Steps

After creating the tables:

1. Initialize a User Profile:

   curl -X POST http://localhost:8000/api/daily-helper/profile \
     -H "Content-Type: application/json" \
     -d '{
       "email": "trader@example.com",
       "timezone": "EST",
       "trading_style": "day_trader",
       "risk_tolerance": "moderate"
     }'
   

2. Create a Daily Routine:

   curl -X POST http://localhost:8000/api/daily-helper/routines \
     -H "Content-Type: application/json" \
     -d '{
       "routine_type": "morning",
       "scheduled_time": "08:30",
       "tasks": ["market_brief", "checklist", "review_plan"],
       "enabled": true
     }'
   

3. Test the API: Visit http://localhost:8000/docs to access the Swagger UI and test endpoints.

4. Integrate Frontend: Import Phase 1 components in your App.tsx (see FRONTEND_INTEGRATION.md)

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For more information, see:

• PHASE1_IMPLEMENTATION_SUMMARY.md - Detailed implementation overview
• DAILY_HELPER_ENHANCEMENT_PLAN.md - Full enhancement roadmap