From 4449bc2165a2e7146e6105c2695d651eaa402092 Mon Sep 17 00:00:00 2001
From: "Joseph T. French" <joey@harbinger.finance>
Date: Wed, 8 Apr 2026 12:40:04 -0500
Subject: [PATCH] Refactor Docker Compose configuration and enhance taxonomy
 seeding logic

- Updated memory and CPU resource limits in `compose.yaml` for improved performance.
- Added structure-root elements in `seed.py` to facilitate associations in financial statements.
- Adjusted comments for clarity and updated the numbering of taxonomy association steps for consistency.
---
 compose.yaml                        | 10 +++---
 robosystems/config/taxonomy/seed.py | 54 ++++++++++++++++++++++++++---
 2 files changed, 55 insertions(+), 9 deletions(-)

diff --git a/compose.yaml b/compose.yaml
index 065fbe6f..26478079 100644
--- a/compose.yaml
+++ b/compose.yaml
@@ -100,16 +100,16 @@ services:
     depends_on:
       pg:
         condition: service_healthy
-    # Runs sec_process job locally via `dagster job execute`
-    # Needs headroom for fastembed model + embedding computation (matches prod 16GB)
+    # Runs dagster job execute locally (SEC processing, materialization, etc.)
+    # Needs headroom for fastembed model + DuckDB + XBRL processing
     restart: always
     deploy:
       resources:
         limits:
-          memory: 16g
-          cpus: "8"
+          memory: 8g
+          cpus: "4"
         reservations:
-          memory: 4g
+          memory: 1g
           cpus: "2"
     profiles: ["dagster", "robosystems", "all"]
 
diff --git a/robosystems/config/taxonomy/seed.py b/robosystems/config/taxonomy/seed.py
index 6691de24..c0c93863 100644
--- a/robosystems/config/taxonomy/seed.py
+++ b/robosystems/config/taxonomy/seed.py
@@ -847,9 +847,55 @@ def seed_reporting_taxonomy(connection) -> None:
   for e in ALL_GAAP_ELEMENTS:
     _insert_element(connection, e)
 
-  # 5. Create root-ordering associations (structure → SFAC6 root)
+  # 5. Create structure-root elements so they can be referenced in associations.
+  # The associations FK requires both from/to to be valid element IDs.
+  # These abstract elements represent the root of each financial statement.
+  STRUCTURE_ROOT_ELEMENTS = [
+    {
+      "id": STRUCT_BS_ID,
+      "qname": "report:BalanceSheet",
+      "namespace": "report",
+      "name": "Balance Sheet",
+      "classification": "asset",
+      "balance_type": "debit",
+      "period_type": "instant",
+      "is_abstract": True,
+      "element_type": "abstract",
+      "source": "native",
+      "depth": 0,
+    },
+    {
+      "id": STRUCT_IS_ID,
+      "qname": "report:IncomeStatement",
+      "namespace": "report",
+      "name": "Income Statement",
+      "classification": "revenue",
+      "balance_type": "credit",
+      "period_type": "duration",
+      "is_abstract": True,
+      "element_type": "abstract",
+      "source": "native",
+      "depth": 0,
+    },
+    {
+      "id": STRUCT_CF_ID,
+      "qname": "report:CashFlowStatement",
+      "namespace": "report",
+      "name": "Cash Flow Statement",
+      "classification": "asset",
+      "balance_type": "debit",
+      "period_type": "duration",
+      "is_abstract": True,
+      "element_type": "abstract",
+      "source": "native",
+      "depth": 0,
+    },
+  ]
+  for e in STRUCTURE_ROOT_ELEMENTS:
+    _insert_element(connection, e)
+
+  # 6. Create root-ordering associations (structure root → SFAC6 root)
   # These control the order of top-level sections in each statement.
-  # Convention: from_element_id = structure_id, to_element_id = SFAC6 root.
   ROOT_ORDER: list[tuple[str, str, int]] = [
     # Balance Sheet: Assets → Liabilities → Equity
     (STRUCT_BS_ID, "elem_sfac6_assets", 1),
@@ -885,7 +931,7 @@ def seed_reporting_taxonomy(connection) -> None:
       },
     )
 
-  # 6. Create hierarchy associations (parent → child via structures)
+  # 7. Create hierarchy associations (parent → child via structures)
   # Order per-parent so siblings sort correctly within each section
   order_by_parent: dict[str, int] = {}
   for e in ALL_GAAP_ELEMENTS:
@@ -911,7 +957,7 @@ def seed_reporting_taxonomy(connection) -> None:
       },
     )
 
-  # 7. Create calculation associations for computed elements.
+  # 8. Create calculation associations for computed elements.
   # from_element = the computed total, to_element = the source, weight = multiplier.
   # The renderer sums (source_value * weight) for each source.
   CALCULATION_ASSOCIATIONS = [