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.
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.
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.
- 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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