Commit Graph
7 Commits
Author SHA1 Message Date
Investor Flow Build 9b41890d33 fix: IREN/ASTS/IRE stuck-pending + corridor feature
Fix stuck adapter_queue jobs (ASTS/IRE/IREN stuck pending forever):

1. fetchSpec early-return paths (cooldown checks) now update job status
   to 'backoff' with last_attempt set and 30s backoff_until, instead of
   returning without any status change. Prevents jobs from being
   re-processed every drain cycle indefinitely.

2. Wrap adapter.fetchOne() in 30s Promise.race timeout. A hung HTTP
   request no longer blocks the entire per-source promise chain
   forever, preventing all subsequent jobs for that source.

Also includes corridor/confluence feature, tiered quote schedules,
cache improvements, and HoldingsBookView refinements.
2026-08-11 22:25:17 -04:00
Investor Flow Build ac94acf9e3 feat: dealer flow, mirror portfolio (M21), options convexity, FINRA short interest, alert producers, vendor gate
CI / Test & Type-Check (push) Canceled after 0s
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 7492317ebb feat: per-user module access, classification watchlists, watchlist persistence & move
**Module access control (admin)**
- Added modules column to users table (JSON array of allowed module keys)
- auth.me returns modules; admin.setUserModules/disableUser/enableUser/deleteUser procedures
- UserActions dropdown with Reset Password, Manage Modules, Disable/Enable, Delete
- useFeatureAccess hook + FeatureGate component for page-level gating
- SidebarNav, CommandPalette, MobileTabNav filter by modules

**Classification watchlists (auto-generated sector/thematic/style/region)**
- watchlists schema: added kind, class_key, class_label columns
- materializeClassificationWatchlists(): lazy idempotent materialization of system lists from Yahoo sector data
- 11 GICS sector lists, Semiconductors, Biotech thematic lists, Small Cap style, Intl region
- Materialization triggered on listWatchlists + addSymbol/removeSymbol/add
- Sector thematic filter uses industry keywords (semiconductors, biotech) to avoid misclassification
- Symbol overrides fixed: IREN removed from SMH theme, bitcoin miners XLE->XLK, SLNH added as Technology

**Watchlist persistence & move**
- active-watchlist-store.ts: Zustand persist store mirroring active-symbol-store pattern
- moveSymbol procedure: removes from source, adds to target (idempotent, preserves empty lists)
- Action menu (⋯) per row: Move to + Remove, click-outside close
- Active watchlist survives navigation and page reloads

**List protections**
- default list: non-deletable, non-renamable, keeps empty row when pruned
- System lists (sector/thematic etc.): read-only, add form hidden, no remove/move/delete

**Per-user module restrictions**
- ProtectedProcedure blocks non-active users
- deleteUser refuses self-delete and last-admin-delete, cleans halt_state manually
- Module gating on execution/analytics pages, sidebar, command palette, mobile nav

Also fixed: schema.sql index moved to migration, materialize DB column fixes, test updates.
2026-07-25 11:38:23 -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 55f07e6b42 fix: wire data adapters, fix OptionsAdapter v3, build Research pages
- Fix OptionsAdapter for yahoo-finance2 v3 API ({ date: expiry } instead of positional arg)
- Fix institutional.flow and insiderStream endpoints to query correct DB tables
- Fix anonymous user INSERT (pw_hash column, not password_hash)
- Create secDataFetcher module for 13F/Form 4 data population
- Add institutional and marketOutlook endpoints to frontend trpc client
- Build out Chart Lab, Institutional, Market Outlook pages with real components
- Add focus-visible rings, aria-labels, hex tokens, shape icons across all panels
- Integrate EmotionLogger, MobileTabNav, useKeyboardShortcuts
- Add localStorage persistence for emotion logs
- Normalize spacing, type scale, hover effects across all components
2026-07-05 08:50:12 -04:00
Investor Flow Build 8c8a37f1cb feat: add Escape key to close collapsible sections and arrow key navigation in tables 2026-07-03 22:52:21 -04:00