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 — Thesis Monitor (Slice 21)
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//
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// ADR-0006: Local-only LLM — no cloud API calls.
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// ADR-0007: "consider reviewing your thesis" — educational, not prescriptive.
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//
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// Pure/cache-deterministic: no I/O. The LLM call happens outside this module.
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import type { AlertType } from '../alerts/AlertEngine.ts';
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// ─── Thesis Status ──────────────────────────────────────────────────────────
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export type ThesisStatus = 'intact' | 'weakening' | 'broken';
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export interface ThesisStatusResult {
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symbol: string;
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status: ThesisStatus;
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confidence: number;
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invalidationCriteria: string[];
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triggeredCriteria: string[];
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citations: ThesisCitation[];
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recommendation: string;
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}
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export interface ThesisCitation {
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source: string;
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event: string;
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date: string;
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relevance: 'high' | 'medium' | 'low';
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}
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// ─── Thesis Definition ──────────────────────────────────────────────────────
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export interface Thesis {
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symbol: string;
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statement: string;
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invalidationCriteria: string[];
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createdAt: string;
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}
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// ─── Event Input ─────────────────────────────────────────────────────────────
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export interface ThesisEvent {
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type: 'form4_buy' | 'form4_sell' | 'new_13f' | 'sentiment_shift' | 'price_drop' | 'price_rally' | 'regime_shift' | 'earnings_miss' | 'earnings_beat';
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symbol: string;
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date: string;
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description: string;
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severity: 'info' | 'warning' | 'critical';
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}
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// ─── Thesis Assessment Engine ───────────────────────────────────────────────
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/**
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* Assess thesis status by cross-referencing invalidation criteria against events.
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* This is the pure logic core — the LLM layer wraps this for natural language
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* interpretation of criteria.
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*/
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export function assessThesis(
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thesis: Thesis,
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events: ThesisEvent[],
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): ThesisStatusResult {
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const triggeredCriteria: string[] = [];
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const citations: ThesisCitation[] = [];
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for (const criterion of thesis.invalidationCriteria) {
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const matchingEvents = matchCriterionToEvents(criterion, events, thesis.symbol);
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if (matchingEvents.length > 0) {
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triggeredCriteria.push(criterion);
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for (const ev of matchingEvents) {
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citations.push({
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source: ev.type,
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event: ev.description,
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date: ev.date,
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relevance: ev.severity === 'critical' ? 'high' : ev.severity === 'warning' ? 'medium' : 'low',
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});
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}
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}
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}
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const total = thesis.invalidationCriteria.length;
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const triggered = triggeredCriteria.length;
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const ratio = total > 0 ? triggered / total : 0;
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let status: ThesisStatus;
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let confidence: number;
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if (ratio >= 0.5 || (triggered > 0 && events.some((e) => e.severity === 'critical'))) {
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status = 'broken';
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confidence = Math.min(100, 50 + ratio * 50);
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} else if (ratio > 0 || events.some((e) => e.severity === 'warning')) {
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status = 'weakening';
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confidence = Math.round(ratio * 60 + 20);
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} else {
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status = 'intact';
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confidence = Math.max(50, 100 - events.filter((e) => e.severity !== 'info').length * 10);
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}
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const recommendation = status === 'broken'
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? 'Thesis invalidation criteria have been met. Consider reviewing your thesis — never silently hold a broken thesis.'
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: status === 'weakening'
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? 'Some signals suggest the thesis may be weakening. Consider reviewing the thesis and invalidation criteria.'
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: 'Thesis remains intact. No invalidation criteria have been triggered.';
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return {
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symbol: thesis.symbol,
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status,
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confidence,
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invalidationCriteria: thesis.invalidationCriteria,
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triggeredCriteria,
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citations,
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recommendation,
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};
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}
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// ─── Criterion-to-Event Matching ────────────────────────────────────────────
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function matchCriterionToEvents(
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criterion: string,
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events: ThesisEvent[],
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symbol: string,
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): ThesisEvent[] {
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const lower = criterion.toLowerCase();
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const symbolEvents = events.filter((e) => e.symbol === symbol);
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// Keyword-based matching
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if (lower.includes('insider') && lower.includes('sell')) {
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return symbolEvents.filter((e) => e.type === 'form4_sell');
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}
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if (lower.includes('insider') && lower.includes('buy')) {
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return symbolEvents.filter((e) => e.type === 'form4_buy');
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}
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if (lower.includes('institutional') || lower.includes('13f') || lower.includes('13d')) {
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return symbolEvents.filter((e) => e.type === 'new_13f');
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}
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if (lower.includes('sentiment')) {
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return symbolEvents.filter((e) => e.type === 'sentiment_shift');
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}
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if (lower.includes('price') && lower.includes('drop')) {
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return symbolEvents.filter((e) => e.type === 'price_drop');
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}
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if (lower.includes('regime')) {
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return symbolEvents.filter((e) => e.type === 'regime_shift');
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}
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if (lower.includes('earnings') && lower.includes('miss')) {
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return symbolEvents.filter((e) => e.type === 'earnings_miss');
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}
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if (lower.includes('earnings') && lower.includes('beat')) {
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return symbolEvents.filter((e) => e.type === 'earnings_beat');
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}
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// Default: match any critical event
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return symbolEvents.filter((e) => e.severity === 'critical');
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}
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// ─── Map Thesis Status to Alert Type ────────────────────────────────────────
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export function thesisStatusToAlertType(status: ThesisStatus): AlertType | null {
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switch (status) {
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case 'broken': return 'thesis_broken';
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case 'weakening': return 'thesis_weakening';
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case 'intact': return null;
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}
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}
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// ─── Timeline ───────────────────────────────────────────────────────────────
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export interface TimelineEntry {
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date: string;
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symbol: string;
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status: ThesisStatus;
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event: string;
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priority: 1 | 2 | 3; // L1=broken, L2=weakening, L3=intact
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}
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export function buildTimeline(
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assessments: ThesisStatusResult[],
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events: ThesisEvent[],
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): TimelineEntry[] {
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const entries: TimelineEntry[] = [];
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for (const assessment of assessments) {
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const priority: TimelineEntry['priority'] =
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assessment.status === 'broken' ? 1 :
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assessment.status === 'weakening' ? 2 : 3;
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for (const citation of assessment.citations) {
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entries.push({
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date: citation.date,
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symbol: assessment.symbol,
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status: assessment.status,
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event: citation.event,
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priority,
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});
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}
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}
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// Sort by priority (L1 first), then by date descending
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entries.sort((a, b) => {
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if (a.priority !== b.priority) return a.priority - b.priority;
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return b.date.localeCompare(a.date);
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});
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return entries;
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}
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