9 Commits
Author SHA1 Message Date
Investor Flow Build 7426103d73 Isolate Yahoo drain from SEC backlog and protect the guest account.
CI / Test (push) Canceled after 0s
CI / Build and push (push) Canceled after 0s
Yahoo and SEC drain on separate workers so hung EDGAR jobs cannot freeze watchlist prices. Queue health splits yahooHealthy from institutional backfill, watchlist snapshots only enqueue missing quotes, and first subscribe seeds quote/candles/symbol. Hide the anonymous system user from Admin so it cannot be deleted.
2026-09-09 09:55:21 -04:00
Investor Flow Build 7649eaf399 feat: welcome desk auth and operator password reset
CI / Test (push) Canceled after 0s
CI / Build and push (push) Canceled after 0s
First visit lands on /welcome instead of burying signup in Settings.
Add a host CLI to reset passwords without a session, plus Settings
change-password. Refresh as-built design docs and the Unraid operator guide.
2026-08-19 21:19:57 -04:00
Investor Flow Build 90e1829d39 feat: Unraid deploy, dealer-flow heatmap, confluence zones, 13F capture
CI / Test (push) Canceled after 0s
CI / Build and push (push) Canceled after 0s
Ship Node production images, Unraid compose, and Gitea CI/CD (test then
push registry images; cron script if no runner). Rebuild dealer flow as a
heatmap-first map with integrity gates and chart helpers. Add confluence
zone rules, session clock, capture evidence, and tighter 13F/queue/options
paths, plus the matching UI and tests.
2026-08-18 14:10:02 -04:00
Investor Flow Build 24349a8b6d docs: add ADR-0012 (confluence signal engine) + glossary terms (M22 slice 12)
CI / Test & Type-Check (push) Canceled after 0s
ADR-0012 documents the 34-slot confluence signal engine architecture: slot
catalog, redundancy-aware rack evaluation, CandleProvider seam, closed-loop
signal history, and picture-change alert producer. CONTEXT.md gains a new
'Confluence Signal Engine (M22)' glossary section.
2026-08-10 22:08:33 -04:00
Investor Flow Build ac94acf9e3 feat: dealer flow, mirror portfolio (M21), options convexity, FINRA short interest, alert producers, vendor gate
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Snapshot of in-progress module work across multiple slices:

- Dealer Flow: dealerExposureEngine, dealerMapService, dealerMapExplain,
  dealerMapIntegrity, dealerMapReplay, dealerStudyEngine, hanStyleLevels
- Mirror Portfolio (M21): fundRepository, captureIngest, mirrorAlertProducers,
  fund holdings strip, live book, position capture ingest
- Options: BSM, NormalizedOptionSurface types, OptionsChainRouter,
  ConvexityGate, option legs panel
- Alert producers: vixLevel, rotation, thesis, unlock, portfolioRisk,
  mirror (fund_capture, fund_13f, mirror_diff)
- FINRA short interest adapter + queue integration
- SEC company tickers adapter + ingest (symbol search index seed)
- Vendor gate (rate-limit-first data plane, ADR-0009)
- CUSIP registry, reverse 13F refresh, stock float service
- LRU cache, portfolio backtest engine
- Frontend: dealer-flow, funds, journal, lab, monitor, plan, portfolio,
  reports, screener, strategies, theses, guided-start, exits, more pages
- Volume profile, workspace profile, visibility-aware poll
- ADRs 0010 (mirror math not advice), 0011 (symbol search index)
- VENDOR_INTEGRATIONS.md, END_USER_TEST.md
- .gitignore: exclude DBs, .DS_Store, local config, agent scratch
2026-08-10 13:36:26 -04:00
Investor Flow Build 63d9f80c09 Remove automaton task management framework
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- Delete .automaton/ directory and all tracked files
- Remove git hooks (pre-commit, pre-push)
- Delete ADR-0002 (automaton as issue tracker)
- Remove automaton references from AGENTS.md, HANDOFF.md, TASK_COMPLETION_SUMMARY.md, docs
- Update .gitignore to remove automaton entries
- Unregister from ~/.automaton/projects.json
2026-07-23 20:57:52 -04:00
Investor Flow Build 5b9f770aa4 Phase 5: alert subscriptions UI + multiple watchlists + queue fixes
CI / Test & Type-Check (push) Canceled after 0s
UI:
- /alerts page: event history with acknowledge, subscription create/manage with toggle
- /admin/smtp: SMTP config form (host, port, auth, test)
- Watchlist sidebar: dropdown selector for multiple watchlists, create/delete
- Sidebar: alerts count badge, SMTP link under admin
- Mobile tab nav: alerts tab added
- Client trpc.ts: all new API methods + types

Backend:
- watchlists.listByWatchlist procedure + listSymbolsByWatchlist repo fn
- yfinance min-interval 1500->2000ms to reduce Edge 429s
- Fixed e.date.slice error in yfinance-adjustments with typeof guard
- Removed defunct BITF from watchlist+queue
- Cleared 83 failed + 12 backoff queue jobs

Docs:
- FUNCTIONAL_DESIGN.md: alerts + multiple watchlists + SMTP documented
- TECH_DESIGN.md: new modules, tRPC procs, routes updated
2026-07-23 20:51:47 -04:00
Investor Flow Build e262187c3c 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
2026-07-23 18:02:24 -04:00
Investor Flow Build 1007ab4ed5 fix (ornith-35): watchlistRepository double-encoding bug — single JSON.stringify, 13/13 tests pass 2026-06-30 17:54:01 -04:00