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.
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.
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.
Add operator pause/resume/stop/start for individual adapter sources,
persisted in queue_state. Pause freezes draining and retains jobs; stop
clears pending/backoff jobs and blocks re-enqueue until start. Wires admin
tRPC endpoints plus a clean two-row Actions layout in the queue admin page.
fund_capture alerts for a symbol with multiple capture records sharing one
as_of re-fired every batch cycle: the single comparison-state slot
ping-ponged between sibling evidence URLs, and the pre-check dedup key
never matched the stored buildDedupKey format. Track a seen-set of URLs in
comparison state and align dedup-key construction with buildDedupKey.
Also add alerts.clearAll (hard delete) with an immediate-refresh bell.
- Add cancelled flags to evaluation and scorecard effects so stale
responses from a previous symbol cannot overwrite current data
- Clear evaluation and scorecard state immediately in pickSymbol so
old data never flashes when switching symbols
- Add key={symbol} to ConfluenceChart to force clean remount on
symbol change
- Add searchQuery state to ConfluencePanel that tracks input value
- Pass value={searchQuery} and onChange={setSearchQuery} to SymbolAutocomplete
- Sync searchQuery when activeSymbol changes externally (from another panel)
- Update SymbolAutocomplete onChange to call externalOnChange in controlled mode
- Input now shows current symbol after pick and stays in sync
- Move symbol badge inline with input (flex items-end) so symbol and
rack inputs align at the bottom
- Move Signal Timeline chart above Slot Evidence table
- Deduplicate signal fires by slotId per day in chart data processing
and by slotName in tooltip rendering (prevents MACD Bullish etc
from appearing twice)
- New ConfluenceChart component renders daily price as area chart
- Overlays colored dot markers at each signal fire date (green=bull,
red=bear, amber=exit)
- Detects entry zones (2+ bull signals within 5 days) and exit zones
(2+ bear/exit signals) and shades them on the chart
- Custom tooltip shows price + which signals fired on hover
- Fetches candles and signal history in parallel on mount
- Placed between Slot Evidence and Reliability Scorecard sections
Returns signal fire history for a symbol (last 6 months) with slot
names and body types. Used by the upcoming confluence chart to plot
signal markers on price data.
- Tab label, panel title, ariaLabel, and explanatory text all updated
- Add visible symbol badge below autocomplete input so user always sees
what symbol they're viewing after picking from search results
- Remove value prop from SymbolAutocomplete (was making input read-only)
- Use inputClassName with app design tokens (bg-surface-sunken, border-line,
rounded-lg) to match SymbolHeader and other pages
- Make symbol input, watchlist input, and rack select all use same
border/radius/padding/font-size tokens
- Both panels now consistent with each other and the rest of the app
- Replace plain text inputs with SymbolAutocomplete (existing component)
in both CorridorPanel and ConfluencePanel
- Add explanatory text to both panels describing what the visualization
shows and how to interpret results
- Fix symbol reset bug: panels now sync with global activeSymbol store
so symbol persists across tab switches and page reloads
- Add 'Run evaluation now' button when no corridor snapshot exists,
wired to existing runEvaluationNow mutation
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.
ConfluencePanel shows the current picture quality for a symbol+rack, a
color-coded evidence summary, a per-slot fired/not-fired evidence grid with
notes, and the reliability scorecard. Uses the existing LayoutShell and
CollapsibleSection patterns. ADR-0007: quality labels are evidence-based
descriptions, never buy/sell directives.
- Add short_interest TtlClass (24h) to CacheRepository.ts with shortInterestHandler KindHandler (kv_cache JSON pattern), register in HANDLERS and del switch case
- Add case 'shortinterest' to YFinanceAdapter.fetchOne using quoteSummary(defaultKeyStatistics): parses sharesShort, shortPercentOfFloat, shortRatio, dateShortInterest, sharesShortPriorMonth, floatShares, sharesOutstanding
- Add institutional.shortInterest tRPC procedure (cache-read pattern, returns stale flag + provenance)
- Add api.institutional.shortInterest to frontend trpc client
- Create ShortInterestPanel.tsx: mirrors AnalystRatings pattern with loading/error/retry states, formatted shares/ratio/percentage display with source date
- Mount ShortInterestPanel on overview page after AnalystRatings
- trpcQuery/trpcMutate now throw 'Request timed out (8s)' instead of
generic 'The operation was aborted.' so users know WHY the request failed
- AnalystRatings adds cancelled guard (race condition fix) so stale
promise results from symbol changes are ignored (matches OverviewPanel
pattern)
- Add Retry button on error state for timeout or other failures
- useEffect cleanup returns cancelled flag setter
- 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
- 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
- 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>
- 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
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