fix: backfill symbol_demand for sidebar-added symbols + analyst ratings schema fix
- Add await ctx.cache.subscribe() to addSymbol mutation so symbols added via the sidebar get registered in symbol_demand and yfinance jobs are queued immediately - Backfill PEP, WYNN, STZ, CELH into symbol_demand + adapter_queue - Upgrade yahoo-finance2 3.15.3 -> 3.15.4 and pass validateResult:false to quoteSummary() to handle Yahoo schema drift - Add error detail logging for analyst ratings schema failures - Update .gitignore with common ignores
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Investor Flow Build
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// Investor Flow — AlertEngine (Slice 17): hybrid event-driven + polling alert system.
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//
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// ADR-0007: Alert text says "something changed" not "action needed". Never
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// imperative (no "buy" / "sell" / "cut" / "trim"). Every alert is a
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// notification of a change in state, not a recommendation to act.
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//
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// Pure/cache-deterministic core: no I/O in the pure functions below.
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// Database reads happen in the tRPC layer, not here.
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// ─── Alert Types ─────────────────────────────────────────────────────────────
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export type AlertType =
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| 'informed_buy'
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| 'informed_sell'
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| 'new_13da'
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| 'rotation_incipient'
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| 'regime_shift'
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| 'conviction_unlock'
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| 'thesis_broken'
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| 'thesis_weakening'
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| 'cluster_breach'
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| 'drawdown_halt'
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| 'asymmetry_warning';
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// ─── Alert Severity ──────────────────────────────────────────────────────────
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export type AlertSeverity = 'info' | 'warning' | 'critical';
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// ─── Alert Payload ───────────────────────────────────────────────────────────
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export interface Alert {
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id: string;
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userId: string;
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type: AlertType;
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severity: AlertSeverity;
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title: string;
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description: string;
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symbol?: string;
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createdAt: string;
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acknowledged: boolean;
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dedupKey: string;
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payload: Record<string, unknown>;
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}
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// ─── Alert Dedup Store ───────────────────────────────────────────────────────
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export class DedupStore {
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private seen = new Set<string>();
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isDuplicate(key: string): boolean {
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return this.seen.has(key);
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}
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mark(key: string): void {
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this.seen.add(key);
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}
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reset(): void {
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this.seen.clear();
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}
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}
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// ─── Alert Severity Mapping ──────────────────────────────────────────────────
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export function defaultSeverity(type: AlertType): AlertSeverity {
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switch (type) {
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case 'drawdown_halt':
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return 'critical';
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case 'thesis_broken':
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case 'cluster_breach':
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case 'asymmetry_warning':
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return 'warning';
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case 'informed_buy':
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case 'informed_sell':
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case 'new_13da':
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case 'rotation_incipient':
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case 'regime_shift':
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case 'conviction_unlock':
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case 'thesis_weakening':
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return 'info';
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}
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}
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// ─── Alert Title / Description Builders ──────────────────────────────────────
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function symbolTag(symbol?: string): string {
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return symbol ? ` for ${symbol}` : '';
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}
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export function alertTitle(type: AlertType, symbol?: string): string {
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switch (type) {
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case 'informed_buy':
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return `Insider bought${symbolTag(symbol)}`;
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case 'informed_sell':
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return `Insider sold${symbolTag(symbol)}`;
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case 'new_13da':
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return `New institutional position${symbolTag(symbol)}`;
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case 'rotation_incipient':
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return `Sector rotation signal detected`;
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case 'regime_shift':
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return `Market regime changed`;
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case 'conviction_unlock':
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return `Conviction tier unlocked`;
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case 'thesis_broken':
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return `Thesis invalidation criteria met${symbolTag(symbol)}`;
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case 'thesis_weakening':
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return `Thesis showing signs of weakening${symbolTag(symbol)}`;
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case 'cluster_breach':
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return `Cluster exposure limit reached${symbolTag(symbol)}`;
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case 'drawdown_halt':
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return `Drawdown tolerance breached`;
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case 'asymmetry_warning':
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return `Portfolio asymmetry below threshold`;
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}
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}
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export function alertDescription(type: AlertType, details?: string, symbol?: string): string {
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const base = (() => {
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switch (type) {
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case 'informed_buy':
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return `A company insider purchased shares${symbolTag(symbol)}. This filing was not part of a 10b5-1 trading plan.`;
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case 'informed_sell':
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return `A company insider sold shares${symbolTag(symbol)}. This filing was not part of a 10b5-1 trading plan.`;
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case 'new_13da':
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return `An institutional investor reported a new position${symbolTag(symbol)} in a 13F filing.`;
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case 'rotation_incipient':
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return `The sector rotation detector identified an incipient rotation signal. Capital may be moving between sectors.`;
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case 'regime_shift':
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return `The market regime has changed. This affects portfolio-level risk assessments.`;
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case 'conviction_unlock':
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return `A new conviction tier is now available based on your trading history.`;
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case 'thesis_broken':
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return `The invalidation criteria for your thesis${symbolTag(symbol)} have been met. Consider reviewing your thesis.`;
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case 'thesis_weakening':
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return `Some signals suggest your thesis${symbolTag(symbol)} may be weakening, but invalidation criteria are not yet met.`;
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case 'cluster_breach':
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return `Your exposure in this cluster has exceeded the recommended cap${symbolTag(symbol)}.`;
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case 'drawdown_halt':
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return `Your portfolio drawdown has exceeded the tolerance threshold. The circuit breaker has paused new entries for 24 hours. Existing positions continue unaffected.`;
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case 'asymmetry_warning':
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return `Your portfolio's reward-to-risk ratio has fallen below 1.0, meaning risk outweighs expected reward across your positions.`;
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}
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})();
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if (details) {
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return `${base}\n\n${details}`;
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}
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return base;
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}
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// ─── Dedup Key Builder ───────────────────────────────────────────────────────
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export function buildDedupKey(
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type: AlertType,
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symbol?: string,
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eventId?: string,
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): string {
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const parts: string[] = [type];
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if (symbol) parts.push(symbol);
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if (eventId) parts.push(eventId);
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return parts.join(':');
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}
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// ─── Alert Factory ───────────────────────────────────────────────────────────
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export function createAlert(
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id: string,
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userId: string,
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type: AlertType,
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symbol?: string,
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details?: string,
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eventId?: string,
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extraPayload?: Record<string, unknown>,
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): Alert {
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return {
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id,
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userId,
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type,
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severity: defaultSeverity(type),
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title: alertTitle(type, symbol),
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description: alertDescription(type, details, symbol),
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symbol,
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createdAt: new Date().toISOString(),
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acknowledged: false,
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dedupKey: buildDedupKey(type, symbol, eventId),
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payload: {
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...extraPayload,
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...(eventId ? { eventId } : {}),
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},
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};
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}
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// ─── AlertEngine ─────────────────────────────────────────────────────────────
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export interface AlertEngineDeps {
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dedup: DedupStore;
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poll: () => Promise<Alert[]>;
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persist: (alert: Alert) => Promise<Alert>;
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listAlerts: (userId: string, limit?: number) => Promise<Alert[]>;
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acknowledge: (alertId: string, userId: string) => Promise<boolean>;
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}
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export class AlertEngine {
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private deps: AlertEngineDeps;
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private pollingIntervalMs: number;
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private pollTimer: ReturnType<typeof setInterval> | null = null;
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constructor(deps: AlertEngineDeps, pollingIntervalMs = 5 * 60 * 1000) {
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this.deps = deps;
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this.pollingIntervalMs = pollingIntervalMs;
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}
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async fireAndForget(
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type: AlertType,
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userId: string,
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symbol?: string,
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details?: string,
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eventId?: string,
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extraPayload?: Record<string, unknown>,
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): Promise<Alert | null> {
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const dedupKey = buildDedupKey(type, symbol, eventId);
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if (this.deps.dedup.isDuplicate(dedupKey)) return null;
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const id = crypto.randomUUID();
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const alert = createAlert(id, userId, type, symbol, details, eventId, extraPayload);
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this.deps.dedup.mark(dedupKey);
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await this.deps.persist(alert);
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return alert;
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}
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async pollCycle(): Promise<Alert[]> {
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const candidates = await this.deps.poll();
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const created: Alert[] = [];
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for (const candidate of candidates) {
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if (!this.deps.dedup.isDuplicate(candidate.dedupKey)) {
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this.deps.dedup.mark(candidate.dedupKey);
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await this.deps.persist(candidate);
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created.push(candidate);
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}
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}
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return created;
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}
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start(): void {
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if (this.pollTimer) return;
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this.pollTimer = setInterval(() => {
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this.pollCycle().catch((err) => {
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console.error('[AlertEngine] poll cycle failed:', err);
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});
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}, this.pollingIntervalMs);
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}
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stop(): void {
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if (this.pollTimer) {
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clearInterval(this.pollTimer);
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this.pollTimer = null;
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}
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}
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async listAlerts(userId: string, limit?: number): Promise<Alert[]> {
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return this.deps.listAlerts(userId, limit);
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}
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async acknowledge(alertId: string, userId: string): Promise<boolean> {
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return this.deps.acknowledge(alertId, userId);
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}
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}
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// ─── Throttle Configuration ──────────────────────────────────────────────────
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export const ALERT_THROTTLE: Record<AlertType, { maxPerHour: number }> = {
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informed_buy: { maxPerHour: 5 },
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informed_sell: { maxPerHour: 5 },
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new_13da: { maxPerHour: 3 },
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rotation_incipient: { maxPerHour: 2 },
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regime_shift: { maxPerHour: 1 },
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conviction_unlock: { maxPerHour: 1 },
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thesis_broken: { maxPerHour: 3 },
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thesis_weakening: { maxPerHour: 3 },
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cluster_breach: { maxPerHour: 2 },
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drawdown_halt: { maxPerHour: 1 },
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asymmetry_warning: { maxPerHour: 2 },
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};
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