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Author SHA1 Message Date
Investor Flow Build 7649eaf399 feat: welcome desk auth and operator password reset
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CI / Build and push (push) Canceled after 0s
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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
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CI / Build and push (push) Canceled after 0s
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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 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
CI / Test & Type-Check (push) Canceled after 0s
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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
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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