Commit Graph
10 Commits
Author SHA1 Message Date
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 48872b7805 fix: correct FINRA URL, filename format, parser column order, and default base URL
- Fix default base URL: https://cdn.finra.org/equity/regsho/daily (was www.finra.org/sites/default/files)
- Fix filename pattern: CNMSshvol{YYYYMMDD}.txt (was CAshvol with year/month subdir)
- Fix parser: actual file columns are Date|Symbol|ShortVolume|ShortExemptVolume|TotalVolume|Market
  (was incorrectly expecting Market|Symbol|... — first col is Date, last col is Market)
- Dedupe by symbol (volume is total across all listed exchanges, not per-exchange)
- Store combined market codes (e.g. 'B,Q,N') as exchange string
- Use BEGIN/COMMIT instead of db.transaction() (node:sqlite DatabaseSync doesn't have transaction())
- Update finra_config defaults in schema.sql + migration + admin fallback
2026-07-25 13:14:05 -04:00
Investor Flow Build 8a00363dd0 feat: admin-configurable FINRA download URL
- Add finra_config singleton table (base_url + updated_at)
- Add getFinraBaseUrl() and setFinraBaseUrl() to admin.ts
  Resolution order: DB config > env FINRA_BASE_URL > built-in default
- Add finraConfig query + finraConfigUpdate mutation to admin tRPC router
- Update FinraIngestService.downloadAndIngestFinra to accept optional baseUrl
  param; falls back to getFinraBaseUrl(db) when omitted
- FinraBulkAdapter resolves URL implicitly via the service (no adapter change)
- Add migration #10 for existing DBs
2026-07-25 13:11:50 -04:00
Investor Flow Build 351c104eba fix: analyst ratings timeout + add accession column to institution_filings
- Add 6s server-side timeout to Yahoo Finance quoteSummary (Promise.race) so the backend responds with stale data instead of hanging indefinitely. Stale cache is served on error (router.ts:1895-1898), matching ADR-0009.
- Hoist YahooFinance to a module-level singleton (getYf()) so the crumb/cookie is fetched once, not per call. Matches YFinanceAdapter pattern.
- Add suppressNotices for yahooSurvey to reduce log noise.
- Add accession column to institution_filings (schema.sql + migration in client.ts) and thread it through both secDataFetcher.ts INSERT paths (13D/G and 13F-HR). Fixes recurring `no such column: accession` error in new13daProducer alert tick.
- new13daProducer.ts needs no changes - its SELECT accession query now works.
2026-07-25 11:52:48 -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 BuildandClaude ca385c1960 feat(queue): adapter queue overhaul — pause/resume, error capture, scheduling
- Pause/resume persisted in queue_state; drain loop checks isPaused() and skips
- Error capture: every failed/backoff attempt logged to queue_errors with the
  full stack trace; admin queue page expands a failed job to stream it
- Retry controls: retryJob(key), retrySource(kind), clearDone(olderThanMs)
- Per-source scheduling: queue_schedules table + 30s enqueueDueSchedules loop
  (seed defaults sec-fetch 24h, yfinance 5min); admin UI lists/adds/deletes
- Startup recovery: interrupted in_flight jobs reset to pending on boot
- fix(edgar): archive URLs use the filer CIK (accession-number prefix), not the
  company CIK — resolves Cloudflare 429 that left SEC backfills sparse/empty
- Migration: add queue_errors, queue_schedules, queue_state tables plus error/
  scheduled_for columns on adapter_queue (idempotent ALTER on startup)

Verified: full sec-fetch backfill now succeeds for all watched symbols
(NVDA 14,675 institution filings, CIFR 274 insider txns, TSLA 6,011, etc.).
503 backend tests pass.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-07-12 12:55:59 -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 1962ecc740 slice 1a-1d: DB + CacheRepository + YFinance adapter + AdapterQueue
Node 26 + node:sqlite backend (zero native deps; runtime glue adapted from
Bun-spec design, deep-module architecture unchanged). 29 tests green across
schema/CacheRepository/YFinance-parse/AdapterQueue-dedupe.
2026-06-29 17:28:57 -04:00