Commit Graph
18 Commits
Author SHA1 Message Date
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 5ef2b2f060 feat(sec-lint): lint+backfill system for SEC data gaps (B1-B4)
- SecLintAdapter implements SourceFetch, runs via shared queue/drain loop
- Two new SourceKinds: sec-lint-holders, sec-lint-insiders (weekly schedules)
- No-op cache handlers so drain->cache.set doesn't throw on lint keys
- tRPC admin.queueLint(symbol, kind) — run lint for one symbol, returns LintResult
- tRPC admin.queueLintAll(kind) — backfill ALL watched symbols at once
- tRPC admin.dataQualityList() — query data_quality rows (filterable by symbol/kind)
- InstitutionalDashboard: 'Lint holders' button + status badge in detail panel header
- Admin queue page: Data Quality section with per-row status badges, 'Lint all' buttons
- DEFAULT_RATE_MS includes 167ms (~6 req/s) for lint kinds matching EDGAR limiter
2026-07-12 20:19:12 -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 1e818c0881 fix: restore Escape key support in LayoutShell (was overwritten by other task) 2026-07-03 22:57:49 -04:00
Investor Flow Build 3b04edefba style: standardize border-radius to rounded-xl and padding across all panels 2026-07-03 22:56:28 -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
Investor Flow Build 681a1810fe feat: add hover shadows, smooth transitions for collapsible sections, and active border accent 2026-07-03 22:50:10 -04:00
Investor Flow Build aa79812158 feat: add MobileTabNav component for mobile navigation 2026-07-03 22:30:31 -04:00
Investor Flow Build c6027b8a80 feat: add EmotionLogger component with quick-add buttons and stats 2026-07-03 22:16:01 -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
Investor Flow Build a09eba4d42 fix-chartlab-findings (ornith-35): real OHLC candlesticks (CandleShape), remove dead CandleBar, rsiCaption figcaption, relvol domain
Re-review by qwopus35b pending. SPA lint 2/2 green.
2026-06-30 09:28:11 -04:00
Investor Flow Build cc1213fb64 fix-spa-review-findings (ornith-35): fetch timeout+res.ok, AuthSection loop fix, me() timeout, enable2fa finally, TOTP mask toggle, snapshot backoff, dup key removed
Cross-review by qwopus35b pending. SPA lint 2/2 green.
2026-06-30 08:54:33 -04:00
Investor Flow Build ce26a0ca15 slice 5c ChartLab panel (ornith-35): candlestick/volume/EMA/RSI/relvol + P7 tooltips, trpc.market.candles+indicators wiring
Cross-review by qwopus35b pending. SPA lint 2/2 green.
2026-06-30 08:46:47 -04:00
Investor Flow Build 965f8d3b1c slice 3 COMPLETE: onboarding wizard (complexity/risk/drawdown + starter watchlist + demand subscribe)
starter.ts by ornith (9 symbols w/ ticker-kind + ADR-0007 reasons, defaults, 12 tests).
onboarding.complete + onboarding.starter + me().onboarded by orchestrator; schema
+drawdown_tolerance. Wizard UI (complexity picker, starter list, disclaimer, finish).
onboarding subscribes starter symbols to the demand set (adapter fetches them). 87/87
backend + 2/2 lint green. Slice 3 done; slices 1-3 complete.
2026-06-29 21:31:59 -04:00
Investor Flow Build 4816b19976 slice 2 UI: 2FA enrollment (enable -> secret/QR/backup codes -> confirm)
Orchestrator (me) SPA work: auth client +2FA/OAuth methods, 2FA strings, AuthSection
enrollment flow. Primary-Rule lint stays green. Slice 2 (auth-2fa-and-social-oauth)
COMPLETE: 2FA + OAuth backend (ornith modules + me integration) + 2FA enrollment UI.
2026-06-29 21:21:09 -04:00
Investor Flow Build a8b95e36e3 slice 1g: Next.js M1 overview panel + Primary-Rule lint (ADR-0007)
Symbol command bar (Zustand active-symbol) -> OverviewPanel (price + day-change
shape/color/label per P7 G3 + Recharts sparkline + sector) + signup/login + ADR-0007
footer. next.config rewrites proxy /api -> backend:3001 (same-origin cookies). Vanilla
fetch tRPC client (decoupled from server Node types). Primary-Rule lint 2/2 green.
Slice 1 tracer bullet COMPLETE: 38 tests green, live-verified end-to-end.
2026-06-29 17:51:54 -04:00